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Bank of Montreal

453 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 124 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+15
Holders Change %
+3.42%
% of All Funds
9.82%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.65%
New
54
Increased
124
Reduced
164
Closed
36
Calls
$226M
Puts
$207M
Net Calls
+$19.4M
Net Calls Change
+$63.9M
Name Holding Trade Value Shares
Change
Shares
Change %
KPCM
376
Kings Point Capital Management
New York
$39K
UBS AM
377
UBS AM
Illinois
$38.9K
RFA
378
Reilly Financial Advisors
California
$38K
SWM
379
SeaCrest Wealth Management
New York
$38K
CAPTRUST Financial Advisors
380
CAPTRUST Financial Advisors
North Carolina
$37K +$19.4K +260 +110%
GIC
381
Gantzert Investment Company
Illinois
$34K -$1.89K -25 -5%
HCA
382
Horan Capital Advisors
Ohio
$34K +$34K +450 New
FNB
383
Farmers National Bank
Kentucky
$34K +$34K +450 New
SF
384
Synovus Financial
Georgia
$33K
AIM
385
Advantage Investment Management
Iowa
$30K
FANJ
386
Financial Architects (New Jersey)
New Jersey
$29K
WAS
387
Winch Advisory Services
Wisconsin
$29K +$2.84K +38 +11%
WT
388
Whittier Trust
California
$28K -$49.1K -665 -64%
NFG
389
Next Financial Group
Texas
$28K -$10.8K -144 -28%
NFH
390
NEXT Financial Holdings
Texas
$28K +$28K +374 New
IA
391
IFP Advisors
Florida
$27K -$30.3K -408 -53%
QCIG
392
Quad-Cities Investment Group
Iowa
$27K
MSA
393
Marino Stram & Associates
Massachusetts
$26K +$149 +2 +0.6%
CLOS
394
Compagnie Lombard Odier SCmA
Switzerland
$25K
JCM
395
Jacobi Capital Management
Pennsylvania
$25K
AssetMark Inc
396
AssetMark Inc
California
$25K +$379 +5 +2%
FGAM
397
Financial Gravity Asset Management
Texas
$25K +$25K +327 New
CCM
398
Covington Capital Management
California
$24K
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$22.9K +$22.9K +306 New
CBT
400
Capital Bank & Trust
California
$22K