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Bank of Montreal

484 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+30
Holders Change %
+6.61%
% of All Funds
7.47%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.37%
New
69
Increased
145
Reduced
153
Closed
31
Calls
$361M
Puts
$803M
Net Calls
-$442M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
326
Checchi Capital Advisers
California
$283K -$8.84K -82 -3%
PA
327
Parallel Advisors
California
$283K +$28.3K +263 +11%
NSIM
328
North Star Investment Management
Illinois
$280K -$215 -2 -0.1%
PNC
329
Park National Corp
Ohio
$278K
AF
330
Advisornet Financial
Minnesota
$271K
IG
331
ING Group
Netherlands
$270K +$52.5K +488 +24%
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
$270K +$61K +567 +29%
RHBC
333
R.H. Bluestein & Co
Michigan
$269K -$53.8K -500 -17%
IWC
334
Integrated Wealth Concepts
Massachusetts
$269K -$10.1K -94 -4%
CFN
335
Cordasco Financial Network
Florida
$264K -$27.6K -257 -9%
BCM
336
Bayesian Capital Management
New York
$261K -$185K -1,717 -41%
WDA
337
Wendell David Associates
New Hampshire
$259K -$174K -1,609 -40%
WCA
338
Westover Capital Advisors
Delaware
$259K
BWL
339
Bogart Wealth LLC
Virginia
$258K
AAS
340
Ameritas Advisory Services
Nebraska
$257K +$257K +2,386 New
FFN
341
Focus Financial Network
Minnesota
$254K -$479K -4,444 -65%
PJSIMP
342
P.J. Schmidt Investment Management (PJS)
Wisconsin
$254K
Credit Agricole
343
Credit Agricole
France
$254K
WFI
344
West Family Investments
California
$253K -$32.4K -301 -11%
LC
345
Landaas & Company
Wisconsin
$251K
OC
346
Oarsman Capital
Wisconsin
$250K -$1.51K -14 -0.6%
BNP Paribas Asset Management
347
BNP Paribas Asset Management
France
$248K +$248K +2,300 New
PFO
348
Pathstone Family Office
New Jersey
$241K
OWP
349
Obermeyer Wealth Partners
Colorado
$240K
RW
350
REDW Wealth
New Mexico
$239K