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Bank of Montreal

453 hedge funds and large institutions have $24B invested in Bank of Montreal in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+14
Holders Change %
+3.19%
% of All Funds
10.37%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
47
Increased
138
Reduced
158
Closed
30
Calls
$260M
Puts
$273M
Net Calls
-$13M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
426
Legacy Advisors
Pennsylvania
$10K +$10K +125 New
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$9K
HI
428
Harrington Investments
California
$8K
EARNEST Partners
429
EARNEST Partners
Georgia
$8K
MPIA
430
Mountain Pacific Investment Advisers
Idaho
$8K +$8K +100 New
SWMG
431
Signature Wealth Management Group
Georgia
$7K
DAM
432
Delta Asset Management
Tennessee
$6K
Bessemer Group
433
Bessemer Group
New Jersey
$6K
VCM
434
Versant Capital Management
Arizona
$6K
BL
435
Balentine LLC
Georgia
$6K +$6K +77 New
SFG
436
SevenBridge Financial Group
Pennsylvania
$5K -$16.1K -200 -76%
OFW
437
Omnia Family Wealth
Florida
$5K
TFO
438
Tarbox Family Office
California
$5K
FHA
439
First Horizon Advisors
Tennessee
$4K -$25.7K -372 -87%
DBT
440
Dubuque Bank & Trust
Iowa
$4K -$11.9K -134 -75%
PCIA
441
Prime Capital Investment Advisors
Kansas
$4K +$4K +45 New
LWA
442
Lenox Wealth Advisors
New York
$3K -$31.5K -368 -91%
C
443
Cerebellum
California
$3K -$286 -4 -9%
WTC
444
WhitTier Trust Company
Nevada
$3K
JCM
445
Jacobi Capital Management
Pennsylvania
$3K +$86 +1 +3%
M
446
MOTCO
Texas
$3K +$3K +40 New
GAM
447
Gemmer Asset Management
California
$2K
AC
448
Avestar Capital
New York
$2K +$1.14K +29 +132%
CFG
449
Citizens Financial Group
Rhode Island
$1K
JA
450
JOYN Advisors
Georgia
$1K