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Bank of Montreal

399 hedge funds and large institutions have $20.9B invested in Bank of Montreal in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 99 increasing their positions, 140 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+43
Holders Change %
+12.08%
% of All Funds
7.08%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.43%
New
71
Increased
99
Reduced
140
Closed
24
Calls
$433M
Puts
$308M
Net Calls
+$125M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IAIM
351
International Assets Investment Management
Florida
$26K +$26K +339 New
TFIPS
352
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.1K +$25.1K +331 New
ZB
353
Zions Bancorporation
Utah
$24K
BFC
354
Bedel Financial Consulting
Indiana
$20K
CFGS
355
Concourse Financial Group Securities
Alabama
$19K
TPWA
356
TRUE Private Wealth Advisors
Oregon
$17K +$146 +2 +0.9%
SBL
357
Sargent Bickham Lagudis
Colorado
$16K
ACA
358
Atlas Capital Advisors
Wyoming
$14.4K +$14.4K +190 New
ME
359
McIlrath & Eck
Washington
$12K +$12K +160 New
FWM
360
Focused Wealth Management
New York
$11K
NFG
361
Next Financial Group
Texas
$11K
LS
362
Leelyn Smith
Illinois
$11K
BlackRock
363
BlackRock
New York
$11K +$11K +149 New
FA
364
Financial Avengers
California
$11K +$11K +150 New
BCA
365
Berman Capital Advisors
Georgia
$10K -$1.97K -26 -16%
TCM
366
Tradewinds Capital Management
Washington
$10K
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$10K +$2.1K +29 +27%
AAP
368
Arax Advisory Partners
Colorado
$9K -$7.56K -100 -46%
GRP
369
Global Retirement Partners
California
$9K -$585 -8 -6%
AssetMark Inc
370
AssetMark Inc
California
$9K
GWS
371
Glassman Wealth Services
Virginia
$9K +$8.01K +105 +808%
MSFP
372
Mark Sheptoff Financial Planning
Connecticut
$8K -$8K -100 -50%
MF
373
Manchester Financial
California
$8K
MWC
374
MBM Wealth Consultants
Missouri
$7K
MG
375
MilWealth Group
Wisconsin
$6.54K