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Bank of Montreal

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FAB
201
First American Bank
Illinois
$1.01M
YCM
202
Yousif Capital Management
Michigan
$1.01M +$134K +1,530 +15%
PP
203
Pegasus Partners
Wisconsin
$1M
CAN
204
Cetera Advisor Networks
California
$974K +$93.9K +1,071 +11%
UB
205
UMB Bank
Missouri
$954K -$1.48M -16,916 -61%
CSS
206
Cubist Systematic Strategies
Connecticut
$947K -$2.24M -25,586 -70%
FCI
207
Financial Counselors Inc
Kansas
$930K -$33.5K -382 -3%
NSAM
208
North Star Asset Management
Wisconsin
$923K -$7.54K -86 -0.8%
ST
209
Smithfield Trust
Pennsylvania
$900K
State Street
210
State Street
Massachusetts
$889K
IGWM
211
ICA Group Wealth Management
Colorado
$889K +$350 +4 +0%
Voloridge Investment Management
212
Voloridge Investment Management
Florida
$888K -$4M -45,660 -82%
KAS
213
Kestra Advisory Services
Texas
$867K +$19.4K +221 +2%
FC
214
FORA Capital
Florida
$845K +$124K +1,416 +17%
TC
215
Tacita Capital
Ontario, Canada
$842K
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$833K +$273K +3,111 +49%
Capital World Investors
217
Capital World Investors
California
$815K +$8.68K +99 +1%
William Blair & Company
218
William Blair & Company
Illinois
$814K +$176K +2,006 +28%
SP
219
Symmetry Partners
Connecticut
$810K
BFG
220
Berger Financial Group
Minnesota
$810K +$28.3K +323 +4%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$806K +$44.8K +511 +6%
MCM
222
Marathon Capital Management
Maryland
$805K +$128K +1,465 +19%
PFO
223
Pathstone Family Office
New Jersey
$804K +$495K +5,538 +160%
CGA
224
Crescent Grove Advisors
Illinois
$790K -$73.8K -842 -9%
MPI
225
Mairs & Power Inc
Minnesota
$789K +$789K +9,000 New