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Bank of Montreal

373 hedge funds and large institutions have $13.2B invested in Bank of Montreal in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 149 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
-22
Holders Change %
-5.57%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.18%
New
38
Increased
104
Reduced
149
Closed
59
Calls
$283M
Puts
$204M
Net Calls
+$79.2M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
326
Arax Advisory Partners
Colorado
$12K
TPWA
327
TRUE Private Wealth Advisors
Oregon
$12K +$105 +2 +0.9%
EIP
328
Ellis Investment Partners
Pennsylvania
$12K +$200 +4 +2%
MSFP
329
Mark Sheptoff Financial Planning
Connecticut
$11K
SBL
330
Sargent Bickham Lagudis
Colorado
$11K
IWP
331
IAG Wealth Partners
Wisconsin
$11K +$688 +12 +7%
ACA
332
Atlas Capital Advisors
Wyoming
$10.1K
RCA
333
Ranch Capital Advisors
Florida
$10K
BCA
334
Berman Capital Advisors
Georgia
$8K -$5.61K -110 -41%
TCM
335
Tradewinds Capital Management
Washington
$8K -$845 -15 -10%
LS
336
Leelyn Smith
Illinois
$8K
FWM
337
Focused Wealth Management
New York
$8K
CIA
338
Cascade Investment Advisors
Oregon
$7.96K
GRP
339
Global Retirement Partners
California
$7K -$15.5K -290 -69%
TAIM
340
TD Ameritrade Investment Management
Nebraska
$7K -$323 -6 -4%
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$6K
CFA
342
Carroll Financial Associates
North Carolina
$5K
MWC
343
MBM Wealth Consultants
Missouri
$5K
MF
344
Manchester Financial
California
$5K
TFO
345
Tarbox Family Office
California
$5K
First Manhattan
346
First Manhattan
New York
$5K +$5K +113 New
MG
347
MilWealth Group
Wisconsin
$4.56K
EARNEST Partners
348
EARNEST Partners
Georgia
$4K
LIA
349
LS Investment Advisors
Michigan
$4K
GI
350
Gradient Investments
Minnesota
$4K