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Bank of Montreal

404 hedge funds and large institutions have $24.6B invested in Bank of Montreal in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+5
Holders Change %
+1.25%
% of All Funds
7.11%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
49
Increased
162
Reduced
95
Closed
40
Calls
$407M
Puts
$495M
Net Calls
-$87.9M
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
376
Glassman Wealth Services
Virginia
$13K +$2.35K +26 +22%
BCA
377
Berman Capital Advisors
Georgia
$11K -$84 -1 -0.8%
TCM
378
Tradewinds Capital Management
Washington
$11K
GRP
379
Global Retirement Partners
California
$11K
FMP
380
Financial Management Professionals
Texas
$11K +$3.7K +41 +51%
WP
381
WealthShield Partners
North Carolina
$11K +$11K +120 New
AssetMark Inc
382
AssetMark Inc
California
$10K
GWSG
383
GPS Wealth Strategies Group
Colorado
$10K +$10K +119 New
MSFP
384
Mark Sheptoff Financial Planning
Connecticut
$9K
MWC
385
MBM Wealth Consultants
Missouri
$8K
MG
386
MilWealth Group
Wisconsin
$7.66K
EARNEST Partners
387
EARNEST Partners
Georgia
$7K
BAM
388
Bellevue Asset Management
Washington
$7K +$718 +8 +11%
GI
389
Gradient Investments
Minnesota
$6K
HWA
390
HHM Wealth Advisors
Tennessee
$6K
IWP
391
IAG Wealth Partners
Wisconsin
$6K
FHA
392
First Horizon Advisors
Tennessee
$5K
CFD
393
Creative Financial Designs
Indiana
$5K
RCA
394
Ranch Capital Advisors
Florida
$5K
M
395
MOTCO
Texas
$4K
MWP
396
Meridian Wealth Partners
Pennsylvania
$4K +$4K +40 New
MWM
397
Mascoma Wealth Management
New Hampshire
$4K +$4K +50 New
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$2K
TFO
399
Tarbox Family Office
California
$2K
EW
400
Evoke Wealth
California
$2K