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Bank of Montreal

453 hedge funds and large institutions have $24B invested in Bank of Montreal in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+14
Holders Change %
+3.19%
% of All Funds
10.37%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
47
Increased
138
Reduced
158
Closed
30
Calls
$260M
Puts
$273M
Net Calls
-$13M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DSI
401
Daiwa SB Investments
Japan
$28K -$1.65K -20 -6%
SFA
402
Spectrum Financial Alliance
Kentucky
$28K
MSA
403
Marino Stram & Associates
Massachusetts
$28K +$163 +2 +0.6%
CCM
404
Covington Capital Management
California
$26K
EA
405
Elm Advisors
California
$25K +$25K +300 New
SCM
406
Southport Capital Management
Tennessee
$25K +$25K +300 New
RFC
407
Regions Financial Corp
Alabama
$24K -$13.9K -169 -37%
SIM
408
Sonora Investment Management
Arizona
$24K -$8.11K -98 -25%
CBT
409
Capital Bank & Trust
California
$24K
MIP
410
Mondrian Investment Partners
United Kingdom
$22K -$3.05K -29 -12%
SMFS
411
Squar Milner Financial Services
California
$21K
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
$20K
FAM
413
Fred Alger Management
New York
$20K +$20K +242 New
TNBTD
414
Trustmark National Bank Trust Department
Mississippi
$19K +$19K +226 New
LF
415
Lee Financial
Texas
$17K -$179K -2,100 -91%
SBL
416
Sargent Bickham Lagudis
Colorado
$17K
FHA
417
Flagship Harbor Advisors
Massachusetts
$17K +$84 +1 +0.5%
RCAG
418
Rehmann Capital Advisory Group
Michigan
$14.9K
SSB
419
Sandy Spring Bank
Maryland
$14K
PW
420
Price Wealth
Texas
$13K
FHB
421
First Hawaiian Bank
Hawaii
$13K +$13K +159 New
ICM
422
IMS Capital Management
Oregon
$13K +$13K +160 New
EDRH
423
Edmond de Rothschild Holding
Switzerland
$11K +$11K +137 New
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$10K -$2.07K -25 -17%
TCM
425
Tradewinds Capital Management
Washington
$10K