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Bank of Montreal

354 hedge funds and large institutions have $18.3B invested in Bank of Montreal in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
9.55%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
41
Increased
118
Reduced
124
Closed
31
Calls
$149M
Puts
$95.7M
Net Calls
+$53.3M
Net Calls Change
-$36.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$596K +$36.8K +620 +7%
AIG
202
American International Group
New York
$595K +$13.4K +226 +2%
TCM
203
Tetrem Capital Management
Manitoba, Canada
$576K +$576K +7,783 New
BFS
204
Baskin Financial Services
Ontario, Canada
$573K +$41.5K +700 +8%
CI
205
Capital International
California
$557K
PP
206
Paloma Partners
Connecticut
$535K +$535K +9,035 New
TI
207
Trexquant Investment
Connecticut
$533K -$817K -13,800 -61%
FCI
208
Financial Counselors Inc
Kansas
$532K +$28.6K +482 +6%
TTWM
209
TCV Trust & Wealth Management
Virginia
$530K -$206K -3,475 -28%
AP
210
Advisor Partners
California
$522K -$3.22K -54 -0.6%
HFS
211
HL Financial Services
Kentucky
$499K -$119 -2 -0%
SI
212
Stephens Inc
Arkansas
$491K +$12.1K +204 +3%
WRM
213
Westport Resources Management
Connecticut
$489K
CWA
214
Cypress Wealth Advisors
California
$487K +$487K +8,209 New
BT
215
Beacon Trust
New Jersey
$486K -$59.3K -1,000 -11%
DC
216
Deschaine & Company
Illinois
$486K +$7.77K +131 +2%
OC
217
Oarsman Capital
Wisconsin
$483K -$178 -3 -0%
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$481K +$435K +5,915 +946%
PSC
219
Prentiss Smith & Co
Vermont
$470K +$11.9K +200 +3%
PAI
220
Pittenger & Anderson Inc
Nebraska
$468K +$207K +3,500 +80%
NSIM
221
North Star Investment Management
Illinois
$456K
LOCC
222
Lombard Odier & Cie (Canada)
Quebec, Canada
$438K -$35.5K -600 -8%
VOYA Investment Management
223
VOYA Investment Management
Georgia
$436K
TI
224
Telemetry Investments
New York
$434K +$434K +7,322 New
GCA
225
Gideon Capital Advisors
New York
$425K +$425K +7,163 New