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Bank of Montreal

453 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 124 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+15
Holders Change %
+3.42%
% of All Funds
9.82%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.65%
New
54
Increased
124
Reduced
164
Closed
36
Calls
$226M
Puts
$207M
Net Calls
+$19.4M
Net Calls Change
+$63.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
351
Wealthspire Advisors (Maryland)
Maryland
$107K -$1.05K -14 -1%
VFA
352
Valeo Financial Advisors
Indiana
$105K
WB
353
Webster Bank
Connecticut
$105K
BWA
354
BDO Wealth Advisors
Florida
$102K
PA
355
Parallel Advisors
California
$100K -$4.94K -66 -5%
ASN
356
Advisory Services Network
Georgia
$99K +$10.1K +134 +11%
IWP
357
Icon Wealth Partners
Texas
$98K +$98K +1,307 New
BCA
358
Bray Capital Advisors
Florida
$86K
SWA
359
Sutton Wealth Advisors
Florida
$82.5K
HNB
360
Huntington National Bank
Ohio
$76K -$24.8K -333 -25%
ClearBridge Investments
361
ClearBridge Investments
New York
$75K
EFSCE
362
Enterprise Financial Services Corp (EFSC)
Missouri
$68K +$8.62K +115 +15%
1IA
363
1834 Investment Advisors
Wisconsin
$66K -$45.8K -611 -41%
CFB
364
Cullen/Frost Bankers
Texas
$66K +$66K +879 New
CG
365
Cutler Group
California
$66K +$66K +888 New
DSC
366
Duncker Streett & Co
Missouri
$64K -$3.77K -50 -6%
M
367
MOTCO
Texas
$62K +$59K +789 +1,973%
CTB
368
Country Trust Bank
Illinois
$60K
TWA
369
TCI Wealth Advisors
Arizona
$53K
GRP
370
Global Retirement Partners
California
$53K
CAC
371
Certified Advisory Corp
Florida
$53K +$150 +2 +0.3%
LC
372
Lindbrook Capital
California
$52K
CTC
373
Central Trust Company
Missouri
$50K -$7.46K -100 -13%
APA
374
American Portfolios Advisors
New York
$45.6K
PGAM
375
Princeton Global Asset Management
New Jersey
$44K