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Bank of Montreal

348 hedge funds and large institutions have $18.9B invested in Bank of Montreal in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-18
Holders Change %
-4.92%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
40
Increased
129
Reduced
116
Closed
50
Calls
$181M
Puts
$91.5M
Net Calls
+$89.4M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CS
201
Credential Securities
$587K -$144K -2,404 -20%
BFEC
202
Benjamin F. Edwards & Company
Missouri
$565K +$148K +2,470 +35%
CI
203
Capital International
California
$563K
BT
204
Beacon Trust
New Jersey
$552K
BFS
205
Baskin Financial Services
Ontario, Canada
$538K +$48.3K +805 +10%
DDPIC
206
Deroy & Devereaux Private Investment Counsel
Michigan
$528K -$5.99K -100 -1%
AP
207
Advisor Partners
California
$528K +$350K +5,854 +197%
RhumbLine Advisers
208
RhumbLine Advisers
Massachusetts
$523K
KIA
209
KCM Investment Advisors
California
$514K -$108K -1,800 -17%
FCI
210
Financial Counselors Inc
Kansas
$509K +$9.6K +160 +2%
HFS
211
HL Financial Services
Kentucky
$505K +$505K +8,420 New
WRM
212
Westport Resources Management
Connecticut
$495K -$909K -15,154 -65%
OC
213
Oarsman Capital
Wisconsin
$489K +$45.9K +766 +10%
CSS
214
Cubist Systematic Strategies
Connecticut
$488K +$488K +8,142 New
SI
215
Stephens Inc
Arkansas
$485K +$71.6K +1,192 +17%
DC
216
Deschaine & Company
Illinois
$483K -$6.59K -110 -1%
LOCC
217
Lombard Odier & Cie (Canada)
Quebec, Canada
$480K
PSC
218
Prentiss Smith & Co
Vermont
$463K -$155K -2,592 -25%
NSIM
219
North Star Investment Management
Illinois
$461K
VOYA Investment Management
220
VOYA Investment Management
Georgia
$441K -$3.18K -53 -0.7%
TCOV
221
Trust Company of Vermont
Vermont
$440K -$1.5K -25 -0.3%
PAM
222
Princeton Alpha Management
New Jersey
$433K +$433K +7,228 New
MSU
223
Maple Securities USA
New Jersey
$421K +$421K +7,025 New
Creative Planning
224
Creative Planning
Kansas
$417K +$134K +2,232 +47%
CR
225
Cooperatieve Rabobank
Netherlands
$416K -$18K -300 -4%