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Bank of Montreal

428 hedge funds and large institutions have $21.5B invested in Bank of Montreal in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 147 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
9.82%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.67%
New
50
Increased
131
Reduced
147
Closed
49
Calls
$123M
Puts
$173M
Net Calls
-$49.9M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AOWM
401
Alpha Omega Wealth Management
Virginia
$15K +$15K +200 New
SSB
402
Sandy Spring Bank
Maryland
$13K -$48.8K -650 -79%
DBT
403
Dubuque Bank & Trust
Iowa
$13K
LWS
404
Lucia Wealth Services
California
$13K +$13K +177 New
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$11K
FWM
406
Focused Wealth Management
New York
$11K
TCM
407
Tradewinds Capital Management
Washington
$9K
CIP
408
Convergence Investment Partners
Florida
$9K +$9K +118 New
SWMG
409
Signature Wealth Management Group
Georgia
$8K
EARNEST Partners
410
EARNEST Partners
Georgia
$8K
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +93 New
DAM
412
Delta Asset Management
Tennessee
$6K
Bessemer Group
413
Bessemer Group
New Jersey
$6K
WC
414
Whitnell & Co
Illinois
$6K
MOS
415
MGO One Seven
Ohio
$6K
TFO
416
Tarbox Family Office
California
$5K
OFW
417
Omnia Family Wealth
Florida
$5K
VCM
418
Versant Capital Management
Arizona
$5K
SIM
419
Sonora Investment Management
Arizona
$3.78K
WTC
420
WhitTier Trust Company
Nevada
$3K
JCM
421
Jacobi Capital Management
Pennsylvania
$3K +$3K +34 New
TI
422
Truepoint Inc
Ohio
$3K +$3K +227 New
GAM
423
Gemmer Asset Management
California
$2K +$2K +30 New
CFG
424
Citizens Financial Group
Rhode Island
$1K
BWM
425
Baystate Wealth Management
Massachusetts
$1K