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Bank of Montreal

430 hedge funds and large institutions have $20.3B invested in Bank of Montreal in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 138 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-13
Holders Change %
-2.93%
% of All Funds
9.44%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.42%
New
37
Increased
140
Reduced
138
Closed
46
Calls
$366M
Puts
$277M
Net Calls
+$89M
Net Calls Change
+$82.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
401
IFP Advisors
Florida
$7K +$7K +93 New
WC
402
Weil Company
California
$7K +$7K +100 New
MG
403
MilWealth Group
Wisconsin
$6.34K +$6.34K +86 New
FHA
404
First Horizon Advisors
Tennessee
$6K
TFO
405
Tarbox Family Office
California
$6K
MWC
406
MBM Wealth Consultants
Missouri
$6K
EARNEST Partners
407
EARNEST Partners
Georgia
$6K
DAM
408
Delta Asset Management
Tennessee
$5K
LIA
409
LS Investment Advisors
Michigan
$5K
TAIM
410
TD Ameritrade Investment Management
Nebraska
$5K +$2.02K +25 +68%
AA
411
Advisory Alpha
Michigan
$4.45K +$4.45K +62 New
BWM
412
BerganKDV Wealth Management
Minnesota
$4K
THWM
413
Taylor Hoffman Wealth Management
Virginia
$4K
IFAM
414
Institutional & Family Asset Management
Colorado
$4K +$4K +53 New
EW
415
Evoke Wealth
California
$3.42K +$3.42K +46 New
JCM
416
Jacobi Capital Management
Pennsylvania
$3K -$25K -300 -89%
TSW
417
Thompson Siegel & Walmsley
Virginia
$3K
LWA
418
Lenox Wealth Advisors
New York
$3K
WTC
419
WhitTier Trust Company
Nevada
$3K
M
420
MOTCO
Texas
$3K
BCA
421
Berman Capital Advisors
Georgia
$2K -$4.34K -76 -68%
PWP
422
Personal Wealth Partners
Minnesota
$2K
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$2K
AWM
424
Avior Wealth Management
Nebraska
$2K
TFGT
425
TS Financial Group (TSFG)
Illinois
$2K