BMO icon

Bank of Montreal

443 hedge funds and large institutions have $20.4B invested in Bank of Montreal in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 142 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
-10
Holders Change %
-2.21%
% of All Funds
9.64%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
46
Increased
133
Reduced
142
Closed
52
Calls
$253M
Puts
$246M
Net Calls
+$6.9M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
151
Providence Wealth Advisors
Illinois
$3.47M
US Bancorp
152
US Bancorp
Minnesota
$3.46M +$23.8K +316 +0.7%
RE
153
RBC Europe
United Kingdom
$3.42M -$44.5K -590 -1%
PFP
154
Pinnacle Financial Partners
Tennessee
$3.32M +$38.7K +513 +1%
KJHP
155
K.J. Harrison & Partners
Ontario, Canada
$3.32M -$453 -6 -0%
LSV Asset Management
156
LSV Asset Management
Illinois
$3.27M
Lido Advisors
157
Lido Advisors
California
$3.23M
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$3.07M +$467K +6,186 +18%
Stifel Financial
159
Stifel Financial
Missouri
$2.91M +$353K +4,661 +14%
CAM
160
Cresset Asset Management
Illinois
$2.82M +$5.28K +70 +0.2%
SLA
161
Silver Lake Advisory
Utah
$2.75M +$1.89K +25 +0.1%
BWL
162
Bogart Wealth LLC
Virginia
$2.72M +$332K +4,406 +14%
Voloridge Investment Management
163
Voloridge Investment Management
Florida
$2.71M +$2.71M +35,857 New
Comerica Bank
164
Comerica Bank
Texas
$2.67M -$62.1K -819 -2%
Ameriprise
165
Ameriprise
Minnesota
$2.48M +$498K +6,594 +25%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$2.25M +$28.8K +382 +1%
EVM
167
Eaton Vance Management
Massachusetts
$2.25M
Walleye Trading
168
Walleye Trading
New York
$2.16M +$2.16M +28,639 New
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$2.14M -$140K -1,857 -6%
DZ Bank
170
DZ Bank
Germany
$2.11M -$618K -8,181 -23%
VC
171
Voit & Company
Wisconsin
$2.11M -$409K -5,425 -16%
CFMC
172
Curbstone Financial Management Corp
New Hampshire
$2.1M +$11.3K +150 +0.5%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$2.07M +$353K +4,685 +21%
EAM
174
Erste Asset Management
Austria
$1.95M +$618K +8,200 +46%
WF
175
WoodTrust Financial
Wisconsin
$1.91M