BMO icon

Bank of Montreal

354 hedge funds and large institutions have $18.3B invested in Bank of Montreal in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
9.55%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
41
Increased
118
Reduced
124
Closed
31
Calls
$149M
Puts
$95.7M
Net Calls
+$53.3M
Net Calls Change
-$36.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
301
Next Financial Group
Texas
$83K -$20.2K -341 -20%
IP
302
Isthmus Partners
Wisconsin
$71K
ST
303
Smithfield Trust
Pennsylvania
$70K
OA
304
OFI Advisors
Pennsylvania
$68K +$6.36K +107 +10%
KPCM
305
Kings Point Capital Management
New York
$60K
WAS
306
Winch Advisory Services
Wisconsin
$58K -$30.3K -511 -34%
BBPWM
307
Blue Bell Private Wealth Management
Pennsylvania
$57K
LNB
308
Ledyard National Bank
$47K
CPA
309
Cowen Prime Advisors
New York
$45K
VanEck Associates
310
VanEck Associates
New York
$45K +$5.38K +92 +14%
HNB
311
Huntington National Bank
Ohio
$42K +$2.45K +41 +6%
EWM
312
Endurance Wealth Management
Rhode Island
$36K +$36K +600 New
SCA
313
Strategic Capital Alternatives
United States
$33K
TCM
314
Tradewinds Capital Management
Washington
$32K
CFG
315
CKW Financial Group
Hawaii
$31K
MIP
316
Mondrian Investment Partners
United Kingdom
$30K +$30K +400 New
Manulife (Manufacturers Life Insurance)
317
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K -$620 -10,460 -2%
DIA
318
Davidson Investment Advisors
Montana
$25K
HRC
319
Hoertkorn Richard Charles
$23K
SF
320
Synovus Financial
Georgia
$22K
QAM
321
QCI Asset Management
New York
$21K
AIM
322
Advantage Investment Management
Iowa
$21K +$12K +200 +133%
EWM
323
Evercore Wealth Management
New York
$20K -$11.3K -198 -36%
PSUF
324
People's United Financial
Connecticut
$20K
LM
325
Lincluden Management
Ontario, Canada
$19.1K -$1.12K -18,865 -6%