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Bank of Montreal

379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.13%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
301
MU Investments Company
Japan
$123K -$108K -1,700 -47%
TRCT
302
Tower Research Capital (TRC)
New York
$123K +$114K +1,782 +1,196%
KTC
303
Kistler-Tiffany Companies
Pennsylvania
$112K
SBL
304
Sargent Bickham Lagudis
Colorado
$95K +$17.6K +278 +23%
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$86K
TA
306
Teachers Advisors
New York
$85K +$85K +1,345 New
ACS
307
Archford Capital Strategies
Illinois
$83K -$665K -10,495 -89%
S
308
SignatureFD
Georgia
$81K +$16.4K +258 +25%
TWA
309
TCI Wealth Advisors
Arizona
$80K
FHA
310
First Horizon Advisors
Tennessee
$78K -$2.75K -44 -3%
IP
311
Isthmus Partners
Wisconsin
$76K
ST
312
Smithfield Trust
Pennsylvania
$75K
ClearBridge Investments
313
ClearBridge Investments
New York
$73K +$9.85K +156 +16%
IA
314
IFP Advisors
Florida
$71K +$47.9K +753 +207%
SWA
315
Sutton Wealth Advisors
Florida
$69.9K
LOT
316
Lombard Odier Transatlantic
Quebec, Canada
$69K
KPCM
317
Kings Point Capital Management
New York
$65K
DSC
318
Duncker Streett & Co
Missouri
$64K
IWM
319
Integrated Wealth Management
California
$63K +$48.9K +776 +346%
WAS
320
Winch Advisory Services
Wisconsin
$62K
CTC
321
Central Trust Company
Missouri
$61K
BBPWM
322
Blue Bell Private Wealth Management
Pennsylvania
$61K
RIM
323
Ranger International Management
Illinois
$61K
AssetMark Inc
324
AssetMark Inc
California
$60K +$37.1K +588 +162%
WTB
325
Washington Trust Bank
Washington
$59K +$5.71K +90 +11%