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Bank of Montreal

404 hedge funds and large institutions have $24.6B invested in Bank of Montreal in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+5
Holders Change %
+1.25%
% of All Funds
7.11%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
49
Increased
162
Reduced
95
Closed
40
Calls
$407M
Puts
$495M
Net Calls
-$87.9M
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
326
Valeo Financial Advisors
Indiana
$128K +$3.64K +41 +3%
SWM
327
Spire Wealth Management
Virginia
$128K +$128K +1,441 New
EDRH
328
Edmond de Rothschild Holding
Switzerland
$126K +$22.2K +250 +21%
WB
329
Webster Bank
Connecticut
$125K
BC
330
Bartlett & Co
Ohio
$119K
BCWM
331
Bartlett & Co Wealth Management
Ohio
$119K
AF
332
Allworth Financial
California
$116K
TCOV
333
Trust Company of Vermont
Vermont
$114K
IHWM
334
Iron Horse Wealth Management
Iowa
$105K
JWM
335
Janiczek Wealth Management
Colorado
$102K +$19.7K +220 +24%
SFS
336
Sowell Financial Services
Arkansas
$101K +$775 +8 +0.8%
SWA
337
Sutton Wealth Advisors
Florida
$97.6K
SSB
338
Sandy Spring Bank
Maryland
$93K -$30K -335 -24%
WT
339
Washington Trust
Rhode Island
$89K
GLLW
340
Graves Light Lenhart Wealth
Virginia
$89K
FCM
341
Firestone Capital Management
Florida
$89K
HI
342
Hudock Inc
Pennsylvania
$79K +$353 +4 +0.4%
EFSCE
343
Enterprise Financial Services Corp (EFSC)
Missouri
$77K +$4.15K +46 +6%
HNB
344
Huntington National Bank
Ohio
$76K +$13.8K +154 +22%
PP
345
Pacifica Partners
Canada
$72K -$2.53K -28 -3%
BCA
346
Bray Capital Advisors
Florida
$71K
CPA
347
Cowen Prime Advisors
New York
$67K
CAC
348
Certified Advisory Corp
Florida
$65K +$65K +733 New
MGIM
349
M&G Investment Management
United Kingdom
$59.3K -$11.6K -129,609 -16%
APA
350
American Portfolios Advisors
New York
$53K