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Bank of Montreal

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
401
Strategic Investment Solutions
Illinois
$35.6K +$35.6K +400 New
BTI
402
Blue Trust Inc
Georgia
$35K -$12.2K -136 -26%
PTC
403
Private Trust Company
Ohio
$31.2K
WAS
404
Winch Advisory Services
Wisconsin
$31K
CLOS
405
Compagnie Lombard Odier SCmA
Switzerland
$30.2K
BAM
406
Belpointe Asset Management
Nevada
$28.1K
TRCT
407
Tower Research Capital (TRC)
New York
$28K -$416K -4,593 -94%
ZB
408
Zions Bancorporation
Utah
$27.3K -$980 -11 -3%
BCV
409
Banque Cantonale Vaudoise
Switzerland
$27K
JMF
410
Johnson Midwest Financial
Iowa
$25.5K
HCP
411
Hexagon Capital Partners
Arkansas
$23.5K -$1.6K -18 -6%
Daiwa Securities Group
412
Daiwa Securities Group
Japan
$22K
CFGS
413
Concourse Financial Group Securities
Alabama
$21.4K
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$20.9K +$1.96K +22 +10%
HFM
415
Harvest Fund Management
China
$20K
FA
416
Financial Avengers
California
$19K
DZ Bank
417
DZ Bank
Germany
$17.8K +$17.8K +200 New
BF
418
BOK Financial
Oklahoma
$16.8K +$16.8K +188 New
GRP
419
Global Retirement Partners
California
$16.5K -$8.78K -101 -35%
NA
420
NewEdge Advisors
Louisiana
$16.3K -$50.2K -565 -76%
WAM
421
WFA Asset Management
Wisconsin
$16.1K
JWA
422
JFS Wealth Advisors
Pennsylvania
$16.1K +$980 +11 +6%
GIA
423
GHP Investment Advisors
Colorado
$14.3K
ME
424
McIlrath & Eck
Washington
$14.3K
NIC
425
Northwest Investment Counselors
Oregon
$13.4K