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Bank of Montreal

348 hedge funds and large institutions have $18.9B invested in Bank of Montreal in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-18
Holders Change %
-4.92%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
40
Increased
129
Reduced
116
Closed
50
Calls
$181M
Puts
$91.5M
Net Calls
+$89.4M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
51
UBS Group
Switzerland
$37.4M +$6.6M +110,085 +21%
Morgan Stanley
52
Morgan Stanley
New York
$37.2M -$52.5K -875 -0.1%
AllianceBernstein
53
AllianceBernstein
Tennessee
$33M -$689K -11,503 -2%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$32.7M +$4.41M +73,567 +16%
Stifel Financial
55
Stifel Financial
Missouri
$32.1M +$3.2M +53,290 +11%
BONST
56
Bank of Nova Scotia Trust
Ontario, Canada
$30.8M -$5.5M -91,733 -15%
MAA
57
Managed Account Advisors
New Jersey
$29.5M +$7.19M +119,827 +32%
VRS
58
Virginia Retirement Systems
Virginia
$27.2M -$300K -5,000 -1%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$26.2M +$1.82M +30,553 +7%
ATN
60
AMF Tjänstepension
Sweden
$25.8M +$5.59M +92,581 +28%
Goldman Sachs
61
Goldman Sachs
New York
$24.1M -$1.32M -22,007 -5%
GCA
62
Guardian Capital Advisors
Ontario, Canada
$22M +$1.15M +15,126 +5%
BTS
63
BB&T Securities
Virginia
$21.6M +$3.26M +5,433 +18%
ACI
64
AMP Capital Investors
Australia
$21M +$231K +3,900 +1%
Aviva
65
Aviva
United Kingdom
$20.9M +$4.82M +80,672 +30%
LM
66
Lincluden Management
Ontario, Canada
$20.4M -$6.79M -113,280 -25%
Fiera Capital (Canada)
67
Fiera Capital (Canada)
Quebec, Canada
$19.3M -$44.7M -744,682 -70%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$18.3M -$803K -13,400 -4%
AG
69
Aperio Group
California
$18.2M +$5.52M +92,077 +43%
DekaBank Deutsche Girozentrale
70
DekaBank Deutsche Girozentrale
Germany
$17.9M +$3.93M +65,669 +28%
DJSG
71
D.J. St. Germain
Massachusetts
$16.1M +$307K +5,125 +2%
Northern Trust
72
Northern Trust
Illinois
$15.6M +$962K +16,048 +7%
Barclays
73
Barclays
United Kingdom
$15.1M +$11M +186,056 +266%
Massachusetts Financial Services
74
Massachusetts Financial Services
Massachusetts
$14.3M -$458K -7,636 -3%
MC
75
Martin Currie
United Kingdom
$14.3M +$54K +900 +0.4%