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Bank of Montreal

465 hedge funds and large institutions have $29.6B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 157 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.73%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
39
Increased
158
Reduced
157
Closed
44
Calls
$1.05B
Puts
$1.12B
Net Calls
-$62.7M
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Shares
Change %
YCM
201
Yousif Capital Management
Michigan
$969K -$80.8K -896 -8%
CP
202
Cumberland Partners
Ontario, Canada
$956K -$233K -2,578 -20%
IP
203
Ignite Planners
California
$944K +$112K +1,247 +14%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$936K -$413K -4,582 -31%
N
205
Numerai
California
$906K +$906K +10,041 New
BFG
206
Berger Financial Group
Minnesota
$899K -$9.47K -105 -1%
NRD
207
Nebula Research & Development
New York
$882K +$642K +7,112 +267%
ST
208
Smithfield Trust
Pennsylvania
$880K
Capital World Investors
209
Capital World Investors
California
$880K
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$872K -$53.4K -592 -6%
DZ Bank
211
DZ Bank
Germany
$857K
FAB
212
First American Bank
Illinois
$844K
QCM
213
Quantinno Capital Management
New York
$823K +$72.3K +802 +10%
FNBT
214
FineMark National Bank & Trust
Florida
$805K +$805K +8,921 New
State Street
215
State Street
Massachusetts
$804K
S
216
SignatureFD
Georgia
$802K +$28.2K +313 +4%
JSW
217
Journey Strategic Wealth
New Jersey
$782K -$10.1K -112 -1%
VT
218
Vise Technologies
New York
$776K +$225K +2,490 +41%
DADC
219
D.A. Davidson & Co
Montana
$776K +$10.2K +113 +1%
MML Investors Services
220
MML Investors Services
Massachusetts
$765K -$18.7K -207 -2%
LI
221
Louisbourg Investments
New Brunswick, Canada
$761K
NSAM
222
North Star Asset Management
Wisconsin
$751K -$16K -177 -2%
IAA
223
Independent Advisor Alliance
North Carolina
$751K +$395K +4,384 +111%
CS
224
Candriam SCA
Luxembourg
$744K +$163K +1,800 +28%
William Blair & Company
225
William Blair & Company
Illinois
$729K +$37.7K +418 +5%