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Bank of Montreal

443 hedge funds and large institutions have $20.4B invested in Bank of Montreal in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 142 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
-10
Holders Change %
-2.21%
% of All Funds
9.64%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
46
Increased
133
Reduced
142
Closed
52
Calls
$253M
Puts
$246M
Net Calls
+$6.9M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FRM
326
Fox Run Management
Connecticut
$210K +$210K +2,785 New
SSB
327
Sandy Spring Bank
Maryland
$209K +$204K +2,701 +3,700%
PTC
328
Private Trust Company
Ohio
$208K
LPT
329
Legacy Private Trust
Wisconsin
$208K
ONB
330
Old National Bancorp
Indiana
$207K -$17.5K -231 -8%
MPPLM
331
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$207K -$4K -53 -2%
NPPM
332
North Point Portfolio Managers
Ohio
$207K
BSW
333
Buckingham Strategic Wealth
Missouri
$206K +$206K +2,724 New
CBU
334
CIBC Bank USA
Illinois
$205K
HF
335
HRT Financial
New York
$205K +$205K +2,724 New
V
336
Veritable
Delaware
$201K -$12.7K -168 -6%
CG
337
Cutler Group
California
$198K +$131K +1,749 +197%
WAP
338
Wealthcare Advisory Partners
Pennsylvania
$189K
CFN
339
Cordasco Financial Network
Florida
$170K +$12.8K +170 +8%
IRC
340
Investors Research Corp
Georgia
$163K
PFO
341
Pathstone Family Office
New Jersey
$157K
AF
342
Advisornet Financial
Minnesota
$146K +$30.9K +409 +27%
O
343
Ossiam
France
$129K
HI
344
Hudock Inc
Pennsylvania
$125K +$300 +4 +0.2%
LFG
345
LifePlan Financial Group
Ohio
$122K
Twin Tree Management
346
Twin Tree Management
Texas
$119K -$7.22M -95,390 -98%
TCOV
347
Trust Company of Vermont
Vermont
$113K
VFA
348
Valeo Financial Advisors
Indiana
$106K
WB
349
Webster Bank
Connecticut
$106K
BWA
350
BDO Wealth Advisors
Florida
$102K