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Bank of Montreal

438 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 131 increasing their positions, 157 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
-15
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.62%
New
53
Increased
131
Reduced
157
Closed
65
Calls
$224M
Puts
$268M
Net Calls
-$44.5M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
401
Legacy Financial Advisors
Kentucky
$9K -$20.3K -311 -69%
BCA
402
Berman Capital Advisors
Georgia
$9K +$9K +154 New
TCM
403
Tradewinds Capital Management
Washington
$8K
AAP
404
Arax Advisory Partners
Colorado
$8K +$8K +119 New
FHA
405
Flagship Harbor Advisors
Massachusetts
$7K -$4.59K -80 -40%
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$7K
EARNEST Partners
407
EARNEST Partners
Georgia
$7K
FCA
408
FinTrust Capital Advisors
South Carolina
$7K +$7K +100 New
MWC
409
MBM Wealth Consultants
Missouri
$6K +$6K +87 New
LIA
410
LS Investment Advisors
Michigan
$5K -$21.5K -310 -81%
SSB
411
Sandy Spring Bank
Maryland
$5K -$6.85K -100 -58%
Bessemer Group
412
Bessemer Group
New Jersey
$5K
DAM
413
Delta Asset Management
Tennessee
$5K
AF
414
Arrow Financial
New York
$5K +$5K +75 New
PWMG
415
Prestige Wealth Management Group
New Jersey
$5K +$5K +82 New
VCM
416
Versant Capital Management
Arizona
$4K
SFG
417
SevenBridge Financial Group
Pennsylvania
$4K
TFO
418
Tarbox Family Office
California
$4K
OFW
419
Omnia Family Wealth
Florida
$4K
MOS
420
MGO One Seven
Ohio
$4K +$4K +74 New
WTC
421
WhitTier Trust Company
Nevada
$3K
M
422
MOTCO
Texas
$3K
DBT
423
Dubuque Bank & Trust
Iowa
$3K
C
424
Cerebellum
California
$3K +$375 +6 +14%
BWM
425
BerganKDV Wealth Management
Minnesota
$3K +$3K +50 New