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Bank of Montreal

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WHG
351
Westwood Holdings Group
Texas
$211K
LC
352
Landaas & Company
Wisconsin
$210K
TA
353
Townsend & Associates
Colorado
$208K
BFM
354
Boothbay Fund Management
New York
$208K +$208K +2,300 New
BRWA
355
B. Riley Wealth Advisors
Florida
$207K +$207K +2,295 New
GT
356
Glenmede Trust
Pennsylvania
$206K
AAS
357
Avantax Advisory Services
Texas
$206K +$2.26K +25 +1%
WI
358
WrapManager Inc
California
$206K +$206K +2,276 New
DC
359
Davenport & Co
Virginia
$201K +$201K +2,225 New
RW
360
REDW Wealth
New Mexico
$200K +$200K +2,220 New
BWL
361
Bogart Wealth LLC
Virginia
$200K +$49.3K +546 +33%
LC
362
Lindbrook Capital
California
$196K -$1.63K -18 -0.8%
IRC
363
Investors Research Corp
Georgia
$195K
PA
364
Parallel Advisors
California
$195K -$24.3K -269 -11%
TCA
365
Trifecta Capital Advisors
Illinois
$191K
QCG
366
Quadrant Capital Group
Ohio
$173K +$10.4K +115 +6%
OA
367
Operose Advisors
Wisconsin
$159K
HNB
368
Huntington National Bank
Ohio
$156K +$6.5K +72 +4%
AWM
369
Avior Wealth Management
Nebraska
$151K -$2.62K -29 -2%
BSC
370
Brown Shipley & Co
United Kingdom
$149K +$149K +1,650 New
PI
371
PEAK6 Investments
Illinois
$139K -$607K -6,722 -81%
WB
372
Webster Bank
Connecticut
$126K
T
373
TOBAM
France
$122K
BCWM
374
Bartlett & Co Wealth Management
Ohio
$120K
BC
375
Bartlett & Co
Ohio
$120K