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Bank of Montreal

453 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 124 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+15
Holders Change %
+3.42%
% of All Funds
9.82%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.65%
New
54
Increased
124
Reduced
164
Closed
36
Calls
$226M
Puts
$207M
Net Calls
+$19.4M
Net Calls Change
+$63.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MIP
401
Mondrian Investment Partners
United Kingdom
$21K +$100 +1 +0.5%
PB
402
Pinnacle Bancorp
Nebraska
$20K
PCG
403
Private Capital Group
Connecticut
$19K -$24.3K -322 -56%
LB
404
Legacy Bridge
Iowa
$19K
SMFS
405
Squar Milner Financial Services
California
$18K
TNBTD
406
Trustmark National Bank Trust Department
Mississippi
$17K
SBL
407
Sargent Bickham Lagudis
Colorado
$16K
PCIA
408
Prime Capital Investment Advisors
Kansas
$16K +$14.3K +187 +850%
LF
409
Lee Financial
Texas
$15K
EWM
410
Executive Wealth Management
Michigan
$15K
BL
411
Balentine LLC
Georgia
$15K
FAM
412
Fred Alger Management
New York
$13K -$25.2K -327 -66%
LFA
413
Legacy Financial Advisors
Kentucky
$13K +$2.69K +36 +26%
FCA
414
FinTrust Capital Advisors
South Carolina
$13K +$5.35K +70 +70%
RCAG
415
Rehmann Capital Advisory Group
Michigan
$12K -$1.5K -20 -11%
PCP
416
Proficio Capital Partners
Massachusetts
$12K -$22.1K -307 -65%
AIA
417
Alera Investment Advisors
Illinois
$12K -$1.11K -15 -8%
FHB
418
First Hawaiian Bank
Hawaii
$12K
PW
419
Price Wealth
Texas
$12K
CIAS
420
Capital Investment Advisory Services
North Carolina
$11K
TC
421
Truvestments Capital
Florida
$11K +$11K +146 New
RFC
422
Regions Financial Corp
Alabama
$10K -$11.4K -155 -53%
SWP
423
Strategic Wealth Partners
Ohio
$10K +$10K +130 New
HDIM
424
Hanson & Doremus Investment Management
Vermont
$10K +$10K +134 New
TCM
425
Tradewinds Capital Management
Washington
$9K