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Bank of Montreal

439 hedge funds and large institutions have $22B invested in Bank of Montreal in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 121 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+11
Holders Change %
+2.57%
% of All Funds
10.06%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.76%
New
47
Increased
121
Reduced
161
Closed
31
Calls
$231M
Puts
$210M
Net Calls
+$21.1M
Net Calls Change
+$70.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
401
Capital Bank & Trust
California
$23K +$23K +292 New
PCG
402
Private Capital Group
Connecticut
$20K -$386 -5 -2%
SFG
403
SevenBridge Financial Group
Pennsylvania
$20K
LFA
404
Legacy Financial Advisors
Kentucky
$19K -$1.35K -17 -7%
SMFS
405
Squar Milner Financial Services
California
$19K +$19K +250 New
CAPTRUST Financial Advisors
406
CAPTRUST Financial Advisors
North Carolina
$18K
FCB
407
First Command Bank
Texas
$18K
FCFS
408
First Command Financial Services
Texas
$18K
SBL
409
Sargent Bickham Lagudis
Colorado
$16K
MBT
410
Monroe Bank & Trust
Michigan
$15K
FHA
411
Flagship Harbor Advisors
Massachusetts
$15K +$15K +201 New
SSB
412
Sandy Spring Bank
Maryland
$14K
RCAG
413
Rehmann Capital Advisory Group
Michigan
$13.8K -$1.08K -14 -7%
DBT
414
Dubuque Bank & Trust
Iowa
$13K
PW
415
Price Wealth
Texas
$12K +$12K +155 New
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$11K +$3.99K +53 +57%
TCM
417
Tradewinds Capital Management
Washington
$10K
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$8K -$3.01K -41 -27%
SWMG
419
Signature Wealth Management Group
Georgia
$8K
EARNEST Partners
420
EARNEST Partners
Georgia
$8K
HI
421
Harrington Investments
California
$8K +$8K +100 New
WF
422
WealthTrust Fairport
Ohio
$8K +$8K +100 New
WC
423
Whitnell & Co
Illinois
$6K
DAM
424
Delta Asset Management
Tennessee
$6K
Bessemer Group
425
Bessemer Group
New Jersey
$6K