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Bank of Montreal

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
401
Blue Trust Inc
Georgia
$46K +$875 +10 +2%
GBT
402
Grove Bank & Trust
Florida
$46K +$46K +510 New
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$45K +$4.48K +49 +11%
CAL
404
Capital Analysts LLC
Pennsylvania
$40K +$180 +2 +0.5%
SCA
405
Stonebridge Capital Advisors
Minnesota
$39.8K +$30.7K +339 +339%
GWS
406
Glassman Wealth Services
Virginia
$37.8K +$7.61K +84 +25%
PTC
407
Private Trust Company
Ohio
$32K
WAS
408
Winch Advisory Services
Wisconsin
$32K
CLOS
409
Compagnie Lombard Odier SCmA
Switzerland
$31K
ZB
410
Zions Bancorporation
Utah
$28.7K
BAM
411
Belpointe Asset Management
Nevada
$28.5K +$28.5K +315 New
BCV
412
Banque Cantonale Vaudoise
Switzerland
$27K
GRP
413
Global Retirement Partners
California
$26.4K -$1.18K -13 -4%
JMF
414
Johnson Midwest Financial
Iowa
$26K
HCP
415
Hexagon Capital Partners
Arkansas
$25.5K -$11K -121 -30%
FMP
416
Financial Management Professionals
Texas
$24K -$1.1K -12 -4%
Daiwa Securities Group
417
Daiwa Securities Group
Japan
$23K -$8.28K -90 -26%
WOSD
418
WFA of San Diego
California
$22.7K +$22.7K +250 New
Citadel Advisors
419
Citadel Advisors
Florida
$22.2K -$372K -4,102 -94%
CFGS
420
Concourse Financial Group Securities
Alabama
$21.7K
HFM
421
Harvest Fund Management
China
$20K -$113K -1,264 -85%
FA
422
Financial Avengers
California
$19.3K
SBL
423
Sargent Bickham Lagudis
Colorado
$19.1K
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$19K +$4.03K +45 +27%
MCC
425
Money Concepts Capital
Florida
$18.1K -$6.8K -75 -27%