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Bank of Montreal

453 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 124 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+15
Holders Change %
+3.42%
% of All Funds
9.82%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.65%
New
54
Increased
124
Reduced
164
Closed
36
Calls
$226M
Puts
$207M
Net Calls
+$19.4M
Net Calls Change
+$63.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
426
Farmers & Merchants Investments Inc
Nebraska
$8K
MWC
427
MBM Wealth Consultants
Missouri
$7K
EARNEST Partners
428
EARNEST Partners
Georgia
$7K
RIA
429
Realta Investment Advisors
Delaware
$7K +$7K +86 New
BCA
430
Berman Capital Advisors
Georgia
$6K -$4.74K -68 -44%
FHA
431
First Horizon Advisors
Tennessee
$6K +$3.48K +54 +138%
TFO
432
Tarbox Family Office
California
$5K
DAM
433
Delta Asset Management
Tennessee
$5K
SFG
434
SevenBridge Financial Group
Pennsylvania
$5K
LIA
435
LS Investment Advisors
Michigan
$5K
SSB
436
Sandy Spring Bank
Maryland
$5K
OFW
437
Omnia Family Wealth
Florida
$5K
SIM
438
Sonora Investment Management
Arizona
$4K -$19.2K -240 -83%
VCM
439
Versant Capital Management
Arizona
$4K -$1.53K -21 -28%
BWM
440
BerganKDV Wealth Management
Minnesota
$4K
THWM
441
Taylor Hoffman Wealth Management
Virginia
$4K
TSW
442
Thompson Siegel & Walmsley
Virginia
$3K -$68.2K -1,000 -96%
C
443
Cerebellum
California
$3K -$130 -2 -4%
LWA
444
Lenox Wealth Advisors
New York
$3K
WTC
445
WhitTier Trust Company
Nevada
$3K
DBT
446
Dubuque Bank & Trust
Iowa
$3K
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$2K -$21.1K -253 -91%
AC
448
Avestar Capital
New York
$2K
TFGT
449
TS Financial Group (TSFG)
Illinois
$2K +$2K +25 New
CFG
450
Citizens Financial Group
Rhode Island
$1K