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Bank of Montreal

443 hedge funds and large institutions have $20.4B invested in Bank of Montreal in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 142 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
-10
Holders Change %
-2.21%
% of All Funds
9.64%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
46
Increased
133
Reduced
142
Closed
52
Calls
$253M
Puts
$246M
Net Calls
+$6.9M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BL
401
Balentine LLC
Georgia
$15K
LF
402
Lee Financial
Texas
$15K
ESB
403
Essex Savings Bank
Connecticut
$15K +$15K +200 New
PW
404
Price Wealth
Texas
$12K
ACA
405
Atlas Capital Advisors
Wyoming
$11.8K +$11.8K +157 New
PCP
406
Proficio Capital Partners
Massachusetts
$11K -$1.09K -15 -9%
TC
407
Truvestments Capital
Florida
$11K
FWM
408
Focused Wealth Management
New York
$11K +$11K +150 New
HDIM
409
Hanson & Doremus Investment Management
Vermont
$10K
TNBTD
410
Trustmark National Bank Trust Department
Mississippi
$9K -$9K -113 -50%
TCM
411
Tradewinds Capital Management
Washington
$9K
AAP
412
Arax Advisory Partners
Colorado
$9K +$9K +119 New
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$8K
MF
414
Manchester Financial
California
$8K +$8K +100 New
MWC
415
MBM Wealth Consultants
Missouri
$7K
RIA
416
Realta Investment Advisors
Delaware
$7K
FHA
417
First Horizon Advisors
Tennessee
$7K
BCA
418
Berman Capital Advisors
Georgia
$7K +$1.58K +25 +29%
FHA
419
Flagship Harbor Advisors
Massachusetts
$6K -$175K -2,454 -97%
EARNEST Partners
420
EARNEST Partners
Georgia
$6K -$1.41K -19 -19%
DAM
421
Delta Asset Management
Tennessee
$6K
TFO
422
Tarbox Family Office
California
$6K +$1.74K +25 +41%
Rockefeller Capital Management
423
Rockefeller Capital Management
New York
$6K +$6K +78 New
SFG
424
SevenBridge Financial Group
Pennsylvania
$5K
LIA
425
LS Investment Advisors
Michigan
$5K