Montana Ownership | Who Owns Montana?
Montana Ownership Summary
Montana is owned by 58.22% institutional investors, and 41.78% retail investors. Picton Mahoney Fortified Arbtrg Pl Alt F is the top mutual fund, with 0.29% of its assets in Montana shares.
XPDB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Montana | 58.22% | - | 41.78% |
| Sector | Financial Services Stocks | 43.66% | 12.57% | 43.78% |
| Industry | Shell Companies Stocks | 30.74% | 16.57% | 52.69% |
Institutional Shareholders
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2023 | 31 | -6.06% | 10,361,179 | -1.64% | 58 | 5.49% | 9 | 28.57% | 7 | 75.00% |
| Sep 30, 2023 | 33 | -10.81% | 10,534,182 | -0.03% | 32 | 3.79% | 7 | -65.00% | 4 | -60.00% |
| Jun 30, 2023 | 37 | -42.19% | 10,537,804 | -61.73% | 29 | 0.50% | 20 | - | 10 | -9.09% |
| Mar 31, 2023 | 64 | -3.03% | 27,537,390 | 3.94% | 76 | 0.90% | 20 | -35.48% | 11 | 175.00% |
| Dec 31, 2022 | 66 | 32.00% | 26,493,233 | 4.41% | 92 | 1.85% | 31 | 138.46% | 4 | -20.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Picton Mahoney Fortified Arbtrg Pl Alt F | 52.20K | 0.29% | - |
| Picton Mahoney Fortified Arbtrg Alt Fd F | 7.10K | 0.04% | - |
| Picton Mahoney Arbitrage Fund F | 1.40K | 0.01% | - |
XPDB Ownership FAQ
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