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Bank of Montreal

453 hedge funds and large institutions have $24B invested in Bank of Montreal in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+14
Holders Change %
+3.19%
% of All Funds
10.37%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
47
Increased
138
Reduced
158
Closed
30
Calls
$260M
Puts
$273M
Net Calls
-$13M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CAC
376
Certified Advisory Corp
Florida
$58K +$165 +2 +0.3%
LWS
377
Lucia Wealth Services
California
$57K +$15.2K +183 +36%
TPWA
378
TRUE Private Wealth Advisors
Oregon
$54.5K +$54.5K +661 New
APA
379
American Portfolios Advisors
New York
$49.1K
PCG
380
Private Capital Group
Connecticut
$47K +$25.8K +315 +122%
TC
381
Trilogy Capital
California
$46K +$414 +5 +0.9%
KPCM
382
Kings Point Capital Management
New York
$43K
SWM
383
SeaCrest Wealth Management
New York
$42K
RFA
384
Reilly Financial Advisors
California
$42K +$42K +513 New
TC
385
Truvestments Capital
Florida
$42K +$42K +514 New
WAS
386
Winch Advisory Services
Wisconsin
$41K -$6.01K -73 -13%
UBS AM
387
UBS AM
Illinois
$39.9K -$197M -2,387,019 -100%
LFA
388
Legacy Financial Advisors
Kentucky
$37K +$17.3K +210 +88%
SF
389
Synovus Financial
Georgia
$36K
APP
390
Avantax Planning Partners
Iowa
$34K +$34K +418 New
TRCT
391
Tower Research Capital (TRC)
New York
$33K -$720K -8,725 -96%
AIM
392
Advantage Investment Management
Iowa
$33K
HRC
393
Hoertkorn Richard Charles
$32K
FANJ
394
Financial Architects (New Jersey)
New Jersey
$32K
LIA
395
LS Investment Advisors
Michigan
$32K
WT
396
Whittier Trust
California
$31K
NFG
397
Next Financial Group
Texas
$31K +$31K +374 New
AssetMark Inc
398
AssetMark Inc
California
$30K -$1.74K -21 -5%
QCIG
399
Quad-Cities Investment Group
Iowa
$30K
CLOS
400
Compagnie Lombard Odier SCmA
Switzerland
$28K -$90.6K -1,100 -76%