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Bank of Montreal

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M
Name Holding Trade Value Shares
Change
Shares
Change %
API
201
Advisor Partners II
California
$1.05M -$175K -1,937 -14%
YCM
202
Yousif Capital Management
Michigan
$1.05M +$9.03K +100 +0.9%
Citadel Advisors
203
Citadel Advisors
Florida
$1.04M +$87.2K +966 +9%
FAB
204
First American Bank
Illinois
$1.04M
GC
205
Guggenheim Capital
Illinois
$1.03M +$101K +1,122 +11%
NAS
206
Nicolet Advisory Services
Wisconsin
$1.02M +$17.8K +200 +2%
Corient Private Wealth
207
Corient Private Wealth
Florida
$1.01M -$10.1K -112 -1%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$968K +$234K +2,588 +32%
CAN
209
Cetera Advisor Networks
California
$966K -$67K -742 -6%
ACM
210
Ativo Capital Management
Illinois
$961K -$58.7K -650 -6%
RB
211
Rodgers Brothers
Pennsylvania
$937K
DADC
212
D.A. Davidson & Co
Montana
$935K +$1.26K +14 +0.1%
PA
213
Pinnacle Associates
New York
$912K
NSAM
214
North Star Asset Management
Wisconsin
$897K -$36.7K -406 -4%
ST
215
Smithfield Trust
Pennsylvania
$880K
Capital World Investors
216
Capital World Investors
California
$869K +$10.7K +119 +1%
PA
217
Probity Advisors
Texas
$863K +$863K +9,553 New
William Blair & Company
218
William Blair & Company
Illinois
$861K -$22.5K -249 -3%
BBVA
219
Banco Bilbao Vizcaya Argentaria
Spain
$860K +$357K +3,962 +71%
ATPW
220
Ashton Thomas Private Wealth
Arizona
$858K +$858K +9,504 New
CAM
221
Cresset Asset Management
Illinois
$857K +$857K +9,491 New
PP
222
Pegasus Partners
Wisconsin
$833K -$107K -1,180 -11%
MPI
223
Mairs & Power Inc
Minnesota
$813K
TRCT
224
Tower Research Capital (TRC)
New York
$807K +$779K +8,624 +2,791%
State Street
225
State Street
Massachusetts
$805K