We are live on ! Find out more
BMO icon

Bank of Montreal

361 hedge funds and large institutions have $22.6B invested in Bank of Montreal in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $224M | Put options by funds: $138M

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

13% more capital invested

Capital invested by funds: $19.9B → $22.6B (+$2.65B)

2% more funds holding

Funds holding: 354361 (+7)

1.13% more ownership

Funds ownership: 46.28%47.41% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

2% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 130

Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
33
Increased
128
Reduced
130
Closed
24
Calls
$224M
Puts
$138M
Net Calls
+$85.8M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
376
Pekin Hardy Strauss
Illinois
-$230K -3,433 Closed
SGH
377
Schonfeld Group Holdings
New York
-$228K -3,400 Closed
B
378
BancorpSouth
Mississippi
-$211K -3,143 Closed
TFMS
379
Trust & Fiduciary Management Services
Massachusetts
-$78K -1,158 Closed
CPA
380
Cowen Prime Advisors
New York
-$50K -753 Closed
QT
381
Quantbot Technologies
New York
-$46K -700 Closed
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
-$13.1K -195 Closed
CA
383
CapWealth Advisors
Tennessee
-$7K -100 Closed
S
384
SignatureFD
Georgia
-$3K -40 Closed