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Bank of Montreal

453 hedge funds and large institutions have $24B invested in Bank of Montreal in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+14
Holders Change %
+3.19%
% of All Funds
10.37%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
47
Increased
138
Reduced
158
Closed
30
Calls
$260M
Puts
$273M
Net Calls
-$13M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CBU
326
CIBC Bank USA
Illinois
$243K
IWM
327
IHT Wealth Management
Illinois
$234K +$413 +5 +0.2%
PP
328
Patten & Patten
Tennessee
$234K +$9.07K +110 +4%
FPIS
329
Financial Planning & Information Services
Wisconsin
$232K +$232K +2,806 New
RJT
330
Raymond James Trust
Florida
$231K -$41.2K -500 -15%
SFI
331
Susquehanna Fundamental Investments
Pennsylvania
$229K
LPT
332
Legacy Private Trust
Wisconsin
$228K
NPPM
333
North Point Portfolio Managers
Ohio
$227K
V
334
Veritable
Delaware
$225K +$225K +2,729 New
TH
335
Timber Hill
Connecticut
$221K -$236K -2,856 -52%
CAN
336
Cetera Advisor Networks
California
$220K +$220K +2,644 New
CPIG
337
Chicago Partners Investment Group
Illinois
$219K +$27.4K +368 +14%
PTC
338
Private Trust Company
Ohio
$215K -$906 -11 -0.4%
PNC
339
Park National Corp
Ohio
$215K -$495 -6 -0.2%
DDPIC
340
Deroy & Devereaux Private Investment Counsel
Michigan
$210K +$210K +2,549 New
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$206K
UCFA
342
United Capital Financial Advisors
Texas
$203K +$203K +2,464 New
CCA
343
Clearwater Capital Advisors
Illinois
$202K +$202K +2,446 New
CAG
344
Csenge Advisory Group
Florida
$198K +$198K +2,655 New
ZB
345
Zions Bancorporation
Utah
$175K +$175K +2,122 New
HI
346
Hudock Inc
Pennsylvania
$170K +$329 +4 +0.2%
1IA
347
1834 Investment Advisors
Wisconsin
$169K -$19K -230 -10%
CFN
348
Cordasco Financial Network
Florida
$168K
CAM
349
Columbia Asset Management
Michigan
$161K +$161K +1,945 New
TCOV
350
Trust Company of Vermont
Vermont
$155K -$158K -1,907 -50%