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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 %
KPCM
326
Kings Point Capital Management
New York
$38K
SF
327
Synovus Financial
Georgia
$37K
PAS
328
Partnervest Advisory Services
California
$35K -$17.5K -238 -33%
NSIM
329
North Star Investment Management
Illinois
$33K -$29.1K -392 -47%
CFA
330
Carroll Financial Associates
North Carolina
$32K +$24.6K +335 +335%
FNBT
331
FineMark National Bank & Trust
Florida
$31K
DIA
332
Davidson Investment Advisors
Montana
$31K
HRC
333
Hoertkorn Richard Charles
$29K
QAM
334
QCI Asset Management
New York
$26K
PSUF
335
People's United Financial
Connecticut
$24K
SCG
336
Strategic Capital Group
Washington
$20K -$35K -478 -64%
ARMC
337
American Research & Management Company
Massachusetts
$20K
PIM
338
Parasol Investment Management
Illinois
$20K
FBT
339
Founders Bank & Trust
Michigan
$19K
WEC
340
Winslow Evans & Crocker
Massachusetts
$18.2K
EFSCE
341
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
EWM
342
Evercore Wealth Management
New York
$18K +$18K +242 New
MBT
343
Monroe Bank & Trust
Michigan
$15K
RFA
344
Reilly Financial Advisors
California
$15K +$15K +200 New
ST
345
SpiderRock Trading
Illinois
$14K
BC
346
Bartlett & Co
Ohio
$14K
PCM
347
Prelude Capital Management
New York
$13K +$13K +170 New
TIM
348
Tortoise Investment Management
New York
$12K +$12K +165 New
FAM
349
Fred Alger Management
New York
$10K -$9.06K -125 -48%
ECM
350
Exchange Capital Management
Michigan
$8K