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Bank of Montreal

443 hedge funds and large institutions have $20.4B invested in Bank of Montreal in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 142 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
-10
Holders Change %
-2.21%
% of All Funds
9.64%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
46
Increased
133
Reduced
142
Closed
52
Calls
$253M
Puts
$246M
Net Calls
+$6.9M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GIC
376
Gantzert Investment Company
Illinois
$34K
FNB
377
Farmers National Bank
Kentucky
$34K
EIP
378
Ellis Investment Partners
Pennsylvania
$34K +$34K +455 New
SF
379
Synovus Financial
Georgia
$33K
AIM
380
Advantage Investment Management
Iowa
$30K
AssetMark Inc
381
AssetMark Inc
California
$30K +$5.37K +72 +22%
WT
382
Whittier Trust
California
$29K
QCIG
383
Quad-Cities Investment Group
Iowa
$27K
WAS
384
Winch Advisory Services
Wisconsin
$26K -$2.82K -38 -10%
CLOS
385
Compagnie Lombard Odier SCmA
Switzerland
$26K
JCM
386
Jacobi Capital Management
Pennsylvania
$25K +$74 +1 +0.3%
GI
387
Gradient Investments
Minnesota
$24K +$23.9K +315 +31,500%
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$23K
FGAM
389
Financial Gravity Asset Management
Texas
$22K -$2.72K -36 -11%
CBT
390
Capital Bank & Trust
California
$22K
MIP
391
Mondrian Investment Partners
United Kingdom
$21K +$99 +1 +0.5%
PB
392
Pinnacle Bancorp
Nebraska
$20K
PCG
393
Private Capital Group
Connecticut
$20K +$541 +7 +3%
FANJ
394
Financial Architects (New Jersey)
New Jersey
$19K -$10.3K -135 -35%
CCM
395
Covington Capital Management
California
$19K -$5.4K -71 -22%
LB
396
Legacy Bridge
Iowa
$19K
SMFS
397
Squar Milner Financial Services
California
$19K
EWM
398
Executive Wealth Management
Michigan
$19K +$4.16K +56 +28%
SBL
399
Sargent Bickham Lagudis
Colorado
$16K
TPWA
400
TRUE Private Wealth Advisors
Oregon
$16K +$16K +221 New