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Bank of Montreal

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
276
IBEX Wealth Advisors
New Jersey
$422K +$134K +1,480 +46%
VT
277
Vise Technologies
New York
$421K -$19.8K -219 -5%
BBVA
278
Banco Bilbao Vizcaya Argentaria
Spain
$418K +$68.2K +750 +19%
ACM
279
Avalon Capital Management
California
$417K
RP
280
Rowlandmiller & Partners
Georgia
$407K
Credit Agricole
281
Credit Agricole
France
$406K
1WA
282
180 Wealth Advisors
Washington
$403K -$33.8K -333 -8%
Allspring Global Investments
283
Allspring Global Investments
North Carolina
$400K
IA
284
IFG Advisory
Georgia
$396K +$163K +1,798 +70%
GI
285
Gradient Investments
Minnesota
$395K -$13K -144 -3%
BFO
286
Biltmore Family Office
North Carolina
$388K +$388K +4,280 New
GVAG
287
Great Valley Advisor Group
Delaware
$386K +$48.7K +538 +14%
JPMPWA
288
J.P. Morgan Private Wealth Advisors
California
$371K +$105K +1,159 +39%
DMIC
289
Dixon Mitchell Investment Counsel
British Columbia, Canada
$371K
PI
290
PEAK6 Investments
Illinois
$367K +$367K +4,051 New
JIC
291
Johnson Investment Counsel
Ohio
$367K
CB
292
Commerce Bank
Missouri
$366K -$9.06K -100 -2%
BCM
293
Boltwood Capital Management
California
$362K
WPW
294
Watershed Private Wealth
Illinois
$362K +$362K +4,000 New
EFS
295
Essex Financial Services
Connecticut
$360K -$62.4K -691 -15%
HWAM
296
Hennion & Walsh Asset Management
New Jersey
$358K -$2.08K -23 -0.6%
Dimensional Fund Advisors
297
Dimensional Fund Advisors
Texas
$342K +$6.77K +74,758 +2%
AssetMark Inc
298
AssetMark Inc
California
$337K -$3.26K -36 -1%
FOA
299
Five Oceans Advisors
California
$337K -$91 -1 -0%
SWM
300
Silverlake Wealth Management
Vermont
$336K