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Bank of Montreal

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M
Name Holding Trade Value Shares
Change
Shares
Change %
NL
251
NWAM LLC
Washington
$558K -$23.4K -263 -4%
GIBU
252
Gulf International Bank (UK)
United Kingdom
$549K
IWA
253
Intercontinental Wealth Advisors
Texas
$548K -$6.15K -69 -1%
VCS
254
Vaughan & Co Securities
New Jersey
$546K -$6.33K -71 -1%
BB
255
Busey Bank
Illinois
$544K -$15.3K -172 -3%
CC
256
Cipher Capital
New York
$528K +$528K +5,928 New
HI
257
Horizon Investments
North Carolina
$523K
JFGIW
258
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$521K -$10.8K -121 -2%
HI
259
Harbour Investments
Wisconsin
$513K +$22.7K +255 +5%
DWT
260
Dorsey & Whitney Trust
South Dakota
$499K +$6.68K +75 +1%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$497K -$499K -5,613 -50%
BBVA
262
Banco Bilbao Vizcaya Argentaria
Spain
$493K +$87.1K +987 +21%
OC
263
Oppenheimer & Co
New York
$492K -$46.7K -524 -9%
TWM
264
Tradition Wealth Management
Minnesota
$491K -$66.9K -751 -12%
FC
265
FORA Capital
Florida
$490K -$388K -4,357 -44%
Pacer Advisors
266
Pacer Advisors
Pennsylvania
$488K +$37.6K +422 +8%
PG
267
Patten Group
Tennessee
$462K
BCI
268
Brinker Capital Investments
Pennsylvania
$462K -$36K -404 -7%
OPS
269
Orion Portfolio Solutions
Nebraska
$462K +$462K +5,182 New
ZIM
270
Zacks Investment Management
Illinois
$444K
GI
271
Gradient Investments
Minnesota
$440K +$51.9K +582 +13%
ACS
272
Archford Capital Strategies
Illinois
$437K +$8.61K +97 +2%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$431K +$200K +2,250 +87%
Prudential Financial
274
Prudential Financial
New Jersey
$425K
IWC
275
Integrated Wealth Concepts
Massachusetts
$425K +$189K +2,124 +80%