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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 %
BBPWM
301
Blue Bell Private Wealth Management
Pennsylvania
$57K
LNB
302
Ledyard National Bank
$48K
CPA
303
Cowen Prime Advisors
New York
$45K
VanEck Associates
304
VanEck Associates
New York
$41K
HNB
305
Huntington National Bank
Ohio
$40K -$69.4K -1,150 -63%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$37.5K -$148K -2,460 -80%
RPG
307
Risk Paradigm Group
Texas
$36K +$36K +600 New
EWM
308
Evercore Wealth Management
New York
$34K +$13K +210 +62%
SCA
309
Strategic Capital Alternatives
United States
$33K +$33K +546 New
TCM
310
Tradewinds Capital Management
Washington
$32K
CFG
311
CKW Financial Group
Hawaii
$31K +$4.5K +75 +17%
IWM
312
Integrated Wealth Management
California
$27K +$27K +461 New
Manulife (Manufacturers Life Insurance)
313
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27K +$27K +449,409 +128,770%
DIA
314
Davidson Investment Advisors
Montana
$25K
HRC
315
Hoertkorn Richard Charles
$24K
PCM
316
Parsons Capital Management
Rhode Island
$24K +$24K +400 New
SF
317
Synovus Financial
Georgia
$22K -$7.41K -126 -25%
QAM
318
QCI Asset Management
New York
$21K
PSUF
319
People's United Financial
Connecticut
$20K
LIA
320
LS Investment Advisors
Michigan
$19K -$61.6K -1,005 -76%
DVM
321
Dreman Value Management
Florida
$18K
WC
322
Whitnell & Co
Illinois
$18K
ONB
323
Old National Bancorp
Indiana
$15K -$213K -3,620 -93%
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
CIM
325
Contravisory Investment Management
Massachusetts
$15K +$15K +255 New