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Bank of Montreal

443 hedge funds and large institutions have $20.4B invested in Bank of Montreal in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 142 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
-10
Holders Change %
-2.21%
% of All Funds
9.64%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
46
Increased
133
Reduced
142
Closed
52
Calls
$253M
Puts
$246M
Net Calls
+$6.9M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
351
Stonebridge Capital Advisors
Minnesota
$94K +$94K +1,250 New
BCA
352
Bray Capital Advisors
Florida
$87K
SWA
353
Sutton Wealth Advisors
Florida
$83.1K
PA
354
Parallel Advisors
California
$83K -$18.3K -241 -18%
HNB
355
Huntington National Bank
Ohio
$76K -$224 -3 -0.3%
ClearBridge Investments
356
ClearBridge Investments
New York
$75K
Mitsubishi UFJ Asset Management
357
Mitsubishi UFJ Asset Management
Japan
$74K +$74K +980 New
EFSCE
358
Enterprise Financial Services Corp (EFSC)
Missouri
$68K
1IA
359
1834 Investment Advisors
Wisconsin
$66K
DSC
360
Duncker Streett & Co
Missouri
$64K
CFB
361
Cullen/Frost Bankers
Texas
$62K -$4.38K -58 -7%
CTB
362
Country Trust Bank
Illinois
$60K
CAC
363
Certified Advisory Corp
Florida
$54K +$228 +3 +0.4%
TWA
364
TCI Wealth Advisors
Arizona
$53K
LC
365
Lindbrook Capital
California
$53K
CTC
366
Central Trust Company
Missouri
$51K
APA
367
American Portfolios Advisors
New York
$46.9K +$905 +12 +2%
GRP
368
Global Retirement Partners
California
$46K -$7.49K -100 -14%
PGAM
369
Princeton Global Asset Management
New Jersey
$45K
UBS AM
370
UBS AM
Illinois
$39.2K
RFA
371
Reilly Financial Advisors
California
$39K
KPCM
372
Kings Point Capital Management
New York
$39K
NFG
373
Next Financial Group
Texas
$39K +$10.8K +144 +39%
LD
374
Lipe & Dalton
New York
$38K +$38K +500 New
CAPTRUST Financial Advisors
375
CAPTRUST Financial Advisors
North Carolina
$37K