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Bank of Montreal

348 hedge funds and large institutions have $18.9B invested in Bank of Montreal in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-18
Holders Change %
-4.92%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
40
Increased
129
Reduced
116
Closed
50
Calls
$181M
Puts
$91.5M
Net Calls
+$89.4M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
QT
276
Quantbot Technologies
New York
$166K +$166K +2,771 New
HI
277
Hudock Inc
Pennsylvania
$165K +$300 +5 +0.2%
PCM
278
Prelude Capital Management
New York
$149K +$149K +2,480 New
QI
279
QS Investors
New York
$142K -$8.31M -109,512 -98%
PG
280
PEAK6 Group
Illinois
$138K +$10.3K +173 +8%
PAM
281
Panagora Asset Management
Massachusetts
$135K -$2.33M -38,810 -95%
KTC
282
Kistler-Tiffany Companies
Pennsylvania
$127K
SEC
283
Seven Eight Capital
New York
$125K +$125K +2,089 New
CFSG
284
Community Financial Services Group
Vermont
$120K +$120K +2,000 New
DADC
285
D.A. Davidson & Co
Montana
$118K -$20.2K -338 -15%
TNB
286
Thomasville National Bank
Georgia
$111K +$111K +1,855 New
DSC
287
Duncker Streett & Co
Missouri
$110K
NFG
288
Next Financial Group
Texas
$104K -$1.08K -18 -1%
Lazard Asset Management
289
Lazard Asset Management
New York
$101K
NAMA
290
Nikko Asset Management Americas
New York
$98K
FHA
291
First Horizon Advisors
Tennessee
$90K -$4.94K -84 -5%
ClearBridge Investments
292
ClearBridge Investments
New York
$89K
WAS
293
Winch Advisory Services
Wisconsin
$89K +$89K +1,489 New
RIA
294
Regal Investment Advisors
Michigan
$82K +$12K +200 +17%
IP
295
Isthmus Partners
Wisconsin
$72K -$1.51K -25 -2%
ST
296
Smithfield Trust
Pennsylvania
$71K
WTB
297
Washington Trust Bank
Washington
$69K -$9K -150 -12%
BPBT
298
Boston Private Bank & Trust
Massachusetts
$66K
OA
299
OFI Advisors
Pennsylvania
$62K -$239 -4 -0.4%
KPCM
300
Kings Point Capital Management
New York
$61K +$30K +500 +97%