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Bank of Montreal

453 hedge funds and large institutions have $24B invested in Bank of Montreal in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+14
Holders Change %
+3.19%
% of All Funds
10.37%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
47
Increased
138
Reduced
158
Closed
30
Calls
$260M
Puts
$273M
Net Calls
-$13M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
351
Cornerstone Wealth Management
Missouri
$142K +$142K +10,895 New
AF
352
Advisornet Financial
Minnesota
$126K
WB
353
Webster Bank
Connecticut
$116K
WAM
354
Wealthspire Advisors (Maryland)
Maryland
$115K
HNB
355
Huntington National Bank
Ohio
$113K -$19.8K -241 -15%
PA
356
Parallel Advisors
California
$112K -$10.3K -125 -8%
BWA
357
BDO Wealth Advisors
Florida
$112K
VFA
358
Valeo Financial Advisors
Indiana
$105K -$30K -400 -22%
ASN
359
Advisory Services Network
Georgia
$98K -$24.8K -300 -20%
BCA
360
Bray Capital Advisors
Florida
$95K
SWA
361
Sutton Wealth Advisors
Florida
$90.9K
IP
362
Isthmus Partners
Wisconsin
$90K
Parallax Volatility Advisers
363
Parallax Volatility Advisers
California
$87K +$87K +1,052 New
TSW
364
Thompson Siegel & Walmsley
Virginia
$86K
ClearBridge Investments
365
ClearBridge Investments
New York
$83K
IA
366
IFP Advisors
Florida
$81K -$3.06K -37 -4%
DSC
367
Duncker Streett & Co
Missouri
$74K
EFSCE
368
Enterprise Financial Services Corp (EFSC)
Missouri
$71K -$3.05K -37 -4%
PCP
369
Proficio Capital Partners
Massachusetts
$68K +$2.13K +26 +3%
LNB
370
Ledyard National Bank
$66K
CTC
371
Central Trust Company
Missouri
$64K
CPA
372
Cowen Prime Advisors
New York
$62K
QCG
373
Quadrant Capital Group
Ohio
$59K
GRP
374
Global Retirement Partners
California
$59K
TWA
375
TCI Wealth Advisors
Arizona
$58K