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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 %
AIG
201
American International Group
New York
$746K +$50.8K +690 +7%
TIM
202
Thompson Investment Management
Wisconsin
$742K -$46K -625 -6%
LOAMS
203
Lombard Odier Asset Management (Switzerland)
Switzerland
$738K +$738K +10,026 New
TYCC
204
Texas Yale Capital Corp
Florida
$736K
FCI
205
Financial Counselors Inc
Kansas
$732K
PAG
206
Private Advisor Group
New Jersey
$704K +$450K +6,111 +177%
CI
207
Capital International
California
$693K
ACP
208
Aviance Capital Partners
Florida
$684K -$34.5K -469 -5%
PFP
209
Pinnacle Financial Partners
Tennessee
$684K +$431K +5,863 +171%
BT
210
Beacon Trust
New Jersey
$677K -$44.2K -600 -6%
PL
211
Perpetual Ltd
Australia
$675K +$675K +8,584 New
RhumbLine Advisers
212
RhumbLine Advisers
Massachusetts
$664K +$29.4K +400 +5%
1IC
213
1919 Investment Counsel
Maryland
$655K
AT
214
Arden Trust
Delaware
$647K +$43.5K +592 +7%
PJSIMP
215
P.J. Schmidt Investment Management (PJS)
Wisconsin
$643K -$2.72K -37 -0.4%
PAM
216
Premier Asset Management
Illinois
$639K
JAM
217
JCIC Asset Management
Ontario, Canada
$619K -$19.6M -266,552 -97%
CCMG
218
Clark Capital Management Group
Pennsylvania
$617K +$62.4K +848 +11%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$612K +$79.7K +1,084 +15%
LOCC
220
Lombard Odier & Cie (Canada)
Quebec, Canada
$590K
TH
221
Timber Hill
Connecticut
$585K -$862K -11,716 -60%
PAI
222
Pittenger & Anderson Inc
Nebraska
$581K +$84.6K +1,150 +17%
CTC
223
Central Trust Company
Missouri
$570K -$48.9K -665 -8%
OC
224
Oarsman Capital
Wisconsin
$556K +$8.68K +118 +2%
MIU
225
Man Investments (UK)
United Kingdom
$555K -$2.15M -29,198 -79%