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Bank of Montreal
BMO

Overview Fund Activity

428 hedge funds and large institutions have $21.5B invested in Bank of Montreal in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 147 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
9.82%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.67%
New
50
Increased
131
Reduced
147
Closed
49
Calls
$123M
Puts
$173M
Net Calls
-$49.9M
Net Calls Change
+$32.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$151M
3
OAC
OMERS Administration Corp
Ontario, Canada
+$76.7M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$74.4M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$62.8M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$157M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$128M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$91.3M
4
Deutsche Bank
Deutsche Bank
Germany
-$76.3M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
226
Credential Securities
$717K -$73.6K -976 -9%
William Blair & Company
227
William Blair & Company
Illinois
$695K -$776K -10,264 -53%
BOH
228
Bank of Hawaii
Hawaii
$694K +$11.6K +154 +2%
EVM
229
Eaton Vance Management
Massachusetts
$680K +$340K +4,499 +100%
JAM
230
JCIC Asset Management
Ontario, Canada
$678K +$1.44K +19 +0.2%
AC
231
Addenda Capital
Quebec, Canada
$670K +$12.1K +160 +2%
LOAME
232
Lombard Odier Asset Management (Europe)
United Kingdom
$662K -$63.1K -648 -9%
CI
233
Cigna Investments
Connecticut
$651K -$3.02K -40 -0.5%
SWM
234
SVA Wealth Management
Wisconsin
$636K +$71.1K +939 +13%
MPPLM
235
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$625K +$21.8K +288 +4%
OCAM
236
Onex Canada Asset Management
Ontario, Canada
$616K -$900K -11,913 -59%
JPMPWA
237
J.P. Morgan Private Wealth Advisors
California
$598K -$346K -4,578 -37%
DIA
238
Dana Investment Advisors
Wisconsin
$597K – – –
ST
239
Smithfield Trust
Pennsylvania
$581K -$29.9K -395 -5%
LOAMS
240
Lombard Odier Asset Management (Switzerland)
Switzerland
$577K +$577K +5,931 New
AIG
241
American International Group
New York
$574K +$574K +7,598 New
BB
242
Busey Bank
Illinois
$571K +$571K +7,561 New
BIAS
243
Beacon Investment Advisory Services
New Jersey
$544K – – –
NL
244
NWAM LLC
Washington
$531K – – –
CGT
245
Capital Guardian Trust
California
$524K -$868K -11,478 -62%
MML Investors Services
246
MML Investors Services
Massachusetts
$521K -$521K -6,888 -50%
CG
247
Caprock Group
Idaho
$518K -$137K -1,811 -21%
BFEC
248
Benjamin F. Edwards & Company
Missouri
$508K – – –
CRC
249
Curi RMB Capital
Illinois
$497K -$48.8K -645 -9%
HJA
250
Hugh Johnson Advisors
New York
$495K -$2.57K -34 -0.5%
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