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Bank of Montreal

366 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
9.77%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
41
Increased
144
Reduced
113
Closed
27
Calls
$166M
Puts
$134M
Net Calls
+$32.5M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
NGA
176
Naples Global Advisors
Florida
$1.1M +$79.9K +1,130 +8%
BOH
177
Bank of Hawaii
Hawaii
$1.08M -$157K -2,224 -13%
GCA
178
Gideon Capital Advisors
New York
$1.08M +$861K +10,484 +403%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$1.06M -$799K -11,300 -43%
CFMC
180
Curbstone Financial Management Corp
New Hampshire
$1.06M -$27.2K -385 -3%
OMCS
181
Old Mutual Customised Solutions
South Africa
$1.03M +$90.4K +1,100 +10%
TIA
182
Trust Investment Advisors
Indiana
$1.01M -$150K -2,120 -13%
PI
183
Placemark Investments
Illinois
$1.01M +$186K +2,627 +23%
PIC
184
Portland Investment Counsel
Ontario, Canada
$988K +$988K +13,950 New
Capital Fund Management (CFM)
185
Capital Fund Management (CFM)
France
$987K +$987K +13,959 New
ABC
186
Associated Banc-Corp
Wisconsin
$962K -$849 -12 -0.1%
FWCM
187
Ferguson Wellman Capital Management
Oregon
$949K -$203K -2,870 -18%
BA
188
Boston Advisors
Massachusetts
$938K +$27.9K +395 +3%
TTWM
189
TCV Trust & Wealth Management
Virginia
$901K -$14.1K -200 -2%
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$892K -$247K -3,491 -22%
LNC
191
Lincoln National Corp
Pennsylvania
$891K +$34K +481 +4%
OWP
192
Obermeyer Wealth Partners
Colorado
$878K +$58K +820 +7%
CS
193
Credential Securities
$862K +$35.6K +504 +4%
HS
194
HighVista Strategies
Massachusetts
$838K +$50.9K +720 +6%
HI
195
HBK Investments
Texas
$837K +$837K +11,840 New
PFP
196
Pinnacle Financial Partners
Tennessee
$820K +$91.9K +1,298 +13%
PAMU
197
Pictet Asset Management (UK)
United Kingdom
$811K
CCM
198
Carderock Capital Management
Maryland
$808K
AIG
199
American International Group
New York
$803K +$168K +2,370 +26%
BSWMG
200
Barrington Strategic Wealth Management Group
Illinois
$795K +$22.3K +315 +3%