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Bank of Montreal

361 hedge funds and large institutions have $22.6B invested in Bank of Montreal in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
33
Increased
128
Reduced
130
Closed
24
Calls
$224M
Puts
$138M
Net Calls
+$85.8M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Shares
Change %
1IA
176
1834 Investment Advisors
Wisconsin
$1.12M -$3.26M -44,338 -74%
NFG
177
Next Financial Group
Texas
$1.09M +$1.09M +15,088 New
ABC
178
Associated Banc-Corp
Wisconsin
$1.07M +$19K +258 +2%
NGA
179
Naples Global Advisors
Florida
$1.05M +$64K +870 +7%
OMCS
180
Old Mutual Customised Solutions
South Africa
$965K -$51.6K -700 -5%
TTWM
181
TCV Trust & Wealth Management
Virginia
$952K -$2.21K -30 -0.2%
CAL
182
Capital Analysts LLC
Pennsylvania
$949K +$6.62K +90 +0.7%
DDPIC
183
Deroy & Devereaux Private Investment Counsel
Michigan
$943K
BA
184
Boston Advisors
Massachusetts
$931K +$46K +625 +5%
KIA
185
KCM Investment Advisors
California
$929K -$58.9K -800 -6%
NERM
186
New England Research & Management
Illinois
$898K -$637K -8,650 -41%
CS
187
Credential Securities
$891K -$39.4K -537 -4%
PSC
188
Prentiss Smith & Co
Vermont
$881K -$75.8K -1,030 -8%
Wellington Management Group
189
Wellington Management Group
Massachusetts
$859K +$243K +3,299 +39%
PI
190
Placemark Investments
Illinois
$848K +$97.8K +1,330 +13%
PAMU
191
Pictet Asset Management (UK)
United Kingdom
$844K
CCM
192
Carderock Capital Management
Maryland
$843K -$7.95K -108 -0.9%
HS
193
HighVista Strategies
Massachusetts
$837K -$133K -1,808 -14%
OWP
194
Obermeyer Wealth Partners
Colorado
$827K +$57K +775 +7%
LNC
195
Lincoln National Corp
Pennsylvania
$820K +$43.1K +586 +6%
BSWMG
196
Barrington Strategic Wealth Management Group
Illinois
$818K -$15.5K -211 -2%
SWM
197
SVA Wealth Management
Wisconsin
$781K +$31.1K +422 +4%
RCM
198
Riverhead Capital Management
Delaware
$766K
CLOS
199
Compagnie Lombard Odier SCmA
Switzerland
$765K +$4.13K +56 +0.5%
IIM
200
Ipswich Investment Management
Massachusetts
$758K +$228K +3,100 +43%