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Bank of Montreal

482 hedge funds and large institutions have $33.5B invested in Bank of Montreal in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+32
Holders Change %
+7.11%
% of All Funds
7.07%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.41%
New
77
Increased
147
Reduced
171
Closed
39
Calls
$934M
Puts
$698M
Net Calls
+$236M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Shares
Change %
CFB
426
Cullen/Frost Bankers
Texas
$41.3K +$40.1K +405 +3,375%
SIS
427
Strategic Investment Solutions
Illinois
$39.6K +$39.6K +400 New
GWS
428
Glassman Wealth Services
Virginia
$36.6K -$17.7K -179 -33%
BTI
429
Blue Trust Inc
Georgia
$36K +$4.03K +48 +13%
WAS
430
Winch Advisory Services
Wisconsin
$34.6K
BF
431
BOK Financial
Oklahoma
$33.8K
CLOS
432
Compagnie Lombard Odier SCmA
Switzerland
$33.8K
PS
433
Principal Securities
Iowa
$33.4K +$33.4K +338 New
ZB
434
Zions Bancorporation
Utah
$30.7K -$297 -3 -1%
CG
435
Cutler Group
California
$30K +$13.2K +136 +79%
TFIPS
436
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.7K +$26.7K +270 New
VAG
437
VisionPoint Advisory Group
Texas
$25.9K +$396 +4 +2%
CFGS
438
Concourse Financial Group Securities
Alabama
$23.7K
FA
439
Financial Avengers
California
$21.1K
NA
440
NewEdge Advisors
Louisiana
$20.6K +$2.38K +24 +13%
RIL
441
Rothschild Investment LLC
Illinois
$19.8K +$19.8K +200 New
JWA
442
JFS Wealth Advisors
Pennsylvania
$19.2K +$5.64K +57 +42%
FMP
443
Financial Management Professionals
Texas
$19K +$886 +9 +5%
ACA
444
Atlas Capital Advisors
Wyoming
$18.8K -$14.7K -149 -44%
BGAI
445
Bruce G. Allen Investments
Colorado
$18K +$18K +182 New
WAM
446
WFA Asset Management
Wisconsin
$17.9K
GIA
447
GHP Investment Advisors
Colorado
$15.9K
ME
448
McIlrath & Eck
Washington
$15.8K
SAM
449
Smartleaf Asset Management
Massachusetts
$15.6K +$15.6K +158 New
FWM
450
Focused Wealth Management
New York
$14.8K