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Bank of Montreal

379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.13%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$12K
WC
352
Whitnell & Co
Illinois
$12K
EWM
353
Evercore Wealth Management
New York
$10K
FWM
354
Focused Wealth Management
New York
$10K
WA
355
Winfield Associates
Ohio
$10K +$667 +10 +7%
ECM
356
Exchange Capital Management
Michigan
$7K +$7K +112 New
WRM
357
Westport Resources Management
Connecticut
$6K -$114K -1,902 -95%
JIC
358
Joel Isaacson & Co
New York
$6K
FANJ
359
Financial Architects (New Jersey)
New Jersey
$6K
BIG
360
Bellwether Investment Group
Tennessee
$6K +$6K +93 New
WP
361
WealthPLAN Partners
Nebraska
$5.57K +$5.57K +176 New
VFA
362
Virtus Fund Advisers
Connecticut
$5K
DBT
363
Dubuque Bank & Trust
Iowa
$5K
RWG
364
Regal Wealth Group
California
$5K +$5K +72 New
TFO
365
Tarbox Family Office
California
$4K
First Manhattan
366
First Manhattan
New York
$4K
VCM
367
Versant Capital Management
Arizona
$4K
SIM
368
Sonora Investment Management
Arizona
$3.17K -$1.33K -21 -30%
FFC
369
First Financial Corp
Indiana
$3K
CA
370
Commerzbank Aktiengesellschaft
Germany
$2.4K -$195 -3,078 -8%
FIB
371
First Interstate Bank
Montana
$2K
FNBT
372
FineMark National Bank & Trust
Florida
$2K
RFA
373
Reilly Financial Advisors
California
$2K +$2K +27 New
PRCM
374
Pine River Capital Management
Minnesota
$1.39K
CFG
375
Citizens Financial Group
Rhode Island
$1K