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Bank of Montreal

404 hedge funds and large institutions have $24.6B invested in Bank of Montreal in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+5
Holders Change %
+1.25%
% of All Funds
7.11%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
49
Increased
162
Reduced
95
Closed
40
Calls
$407M
Puts
$495M
Net Calls
-$87.9M
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Shares
Change %
NIM
176
Nexus Investment Management
Ontario, Canada
$1.47M
MML Investors Services
177
MML Investors Services
Massachusetts
$1.47M -$5.71K -64 -0.4%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$1.42M +$789K +8,851 +125%
LNWWM
179
Laird Norton Wetherby Wealth Management
California
$1.39M -$38.6K -433 -3%
Natixis Advisors
180
Natixis Advisors
Massachusetts
$1.39M +$62.8K +705 +5%
NGA
181
Naples Global Advisors
Florida
$1.35M +$23.2K +260 +2%
CFMC
182
Curbstone Financial Management Corp
New Hampshire
$1.32M -$26.7K -300 -2%
Assenagon Asset Management
183
Assenagon Asset Management
Luxembourg
$1.32M -$95.7K -1,074 -7%
AC
184
Addenda Capital
Quebec, Canada
$1.28M
H
185
Hexavest
Quebec, Canada
$1.25M +$1.25M +14,000 New
VanEck Associates
186
VanEck Associates
New York
$1.23M -$43.8K -491 -3%
PP
187
Pegasus Partners
Wisconsin
$1.04M +$377K +4,233 +57%
TYCC
188
Texas Yale Capital Corp
Florida
$1.04M
FAB
189
First American Bank
Illinois
$1.03M -$1.6K -18 -0.2%
TC
190
Tacita Capital
Ontario, Canada
$1.03M +$20.8K +234 +2%
BDF
191
Balasa Dinverno & Foltz
$1M
BC
192
Bridgefront Capital
Texas
$997K +$997K +11,184 New
FCI
193
Financial Counselors Inc
Kansas
$955K +$67.8K +761 +8%
CGA
194
Crescent Grove Advisors
Illinois
$934K +$79.5K +892 +9%
NSAM
195
North Star Asset Management
Wisconsin
$926K
QSS
196
Quantitative Systematic Strategies
Florida
$926K +$926K +10,389 New
ST
197
Smithfield Trust
Pennsylvania
$915K
AP
198
Advisor Partners
California
$914K +$68.5K +769 +8%
State Street
199
State Street
Massachusetts
$904K
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$881K +$257K +2,881 +41%