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Bank of Montreal

348 hedge funds and large institutions have $18.9B invested in Bank of Montreal in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-18
Holders Change %
-4.92%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
40
Increased
129
Reduced
116
Closed
50
Calls
$181M
Puts
$91.5M
Net Calls
+$89.4M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LPT
376
Legacy Private Trust
Wisconsin
-$254K -3,597 Closed
PTC
377
Private Trust Company
Ohio
-$285K -3,472 Closed
CB
378
Chemical Bank
Michigan
-$233K -3,300 Closed
HCM
379
Hall Capital Management
Rhode Island
-$222K -3,150 Closed
CAN
380
Cetera Advisor Networks
California
-$219K -3,116 Closed
DCM
381
Donaldson Capital Management
Indiana
-$219K -3,090 Closed
ACM
382
Ativo Capital Management
Illinois
-$218K -3,078 Closed
RB
383
Rodgers Brothers
Pennsylvania
-$217K -3,072 Closed
DWT
384
Dorsey & Whitney Trust
South Dakota
-$212K -3,000 Closed
FB
385
Fulton Bank
Pennsylvania
-$212K -2,999 Closed
CCA
386
Checchi Capital Advisers
California
-$211K -2,987 Closed
EAMA
387
EFG Asset Management (Americas)
Florida
-$177K -2,510 Closed
BRWA
388
B. Riley Wealth Advisors
Florida
-$72 -1,025 Closed
RC
389
RegentAtlantic Capital
New Jersey
-$62.6K -885 Closed
MCM
390
Manchester Capital Management
Vermont
-$38K -540 Closed
GT
391
Glenmede Trust
Pennsylvania
-$28K -400 Closed
RFA
392
Reilly Financial Advisors
California
-$21K -300 Closed
WEC
393
Winslow Evans & Crocker
Massachusetts
-$17.5K -248 Closed
ECM
394
Exchange Capital Management
Michigan
-$8K -112 Closed
CFA
395
Carroll Financial Associates
North Carolina
-$6K -100 Closed
FAM
396
Fred Alger Management
New York
-$7K -97 Closed
CAL
397
Capital Analysts LLC
Pennsylvania
-$662 -9 Closed