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Bank of Montreal

361 hedge funds and large institutions have $22.6B invested in Bank of Montreal in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
33
Increased
128
Reduced
130
Closed
24
Calls
$224M
Puts
$138M
Net Calls
+$85.8M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
301
Winch Advisory Services
Wisconsin
$109K +$147 +2 +0.1%
MFS
302
MSI Financial Services
Massachusetts
$104K +$22.3K +303 +27%
LIA
303
LS Investment Advisors
Michigan
$97K
WA
304
WFG Advisors
Texas
$97K +$80.9K +1,101 +503%
ST
305
Smithfield Trust
Pennsylvania
$87K -$29K -395 -25%
WTB
306
Washington Trust Bank
Washington
$85K
FHA
307
First Horizon Advisors
Tennessee
$85K +$28.1K +381 +49%
BPBT
308
Boston Private Bank & Trust
Massachusetts
$81K +$14.3K +195 +21%
OA
309
OFI Advisors
Pennsylvania
$77K -$7.75K -106 -9%
BBPWM
310
Blue Bell Private Wealth Management
Pennsylvania
$71K
BRWA
311
B. Riley Wealth Advisors
Florida
$70K +$70K +951 New
PG
312
PEAK6 Group
Illinois
$65K +$65K +879 New
RNS
313
Robert N. Shapiro
$62K
Bessemer Group
314
Bessemer Group
New Jersey
$61K
DVM
315
Dreman Value Management
Florida
$60K +$4.5K +61 +8%
LNB
316
Ledyard National Bank
$59K
MFBTD
317
MB Financial Bank - Trust Department
Illinois
$59K
SSB
318
Sandy Spring Bank
Maryland
$59K
Envestnet Asset Management
319
Envestnet Asset Management
Illinois
$58K +$28.9K +393 +99%
TRCT
320
Tower Research Capital (TRC)
New York
$55K -$2.75M -35,242 -98%
WC
321
Whitnell & Co
Illinois
$47K -$10.9K -147 -19%
GT
322
Glenmede Trust
Pennsylvania
$40K
TCM
323
Tradewinds Capital Management
Washington
$40K
VVP
324
Vulcan Value Partners
Alabama
$40K +$40K +545 New
VAM
325
Visionary Asset Management
Texas
$40K +$40K +548 New