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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24B invested in Bank of Montreal in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+14
Holders Change %
+3.19%
% of All Funds
10.37%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
47
Increased
138
Reduced
158
Closed
30
Calls
$260M
Puts
$273M
Net Calls
-$13M
Net Calls Change
-$34.1M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$396M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.39B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.58B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87.3M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$586M

Top Sellers

1
UBS AM
UBS AM
Illinois
$39.9K
2
TD Asset Management
TD Asset Management
Ontario, Canada
$1.81B
3
OAC
OMERS Administration Corp
Ontario, Canada
$412M
4
Canada Life
Canada Life
Manitoba, Canada
$480M
5
Renaissance Technologies
Renaissance Technologies
New York
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$846K -$2.72K -33 -0.3%
QI
227
QS Investors
New York
$827K -$130K -1,574 -14%
JAM
228
JCIC Asset Management
Ontario, Canada
$822K +$60.1K +728 +8%
Assenagon Asset Management
229
Assenagon Asset Management
Luxembourg
$807K +$807K +9,786 New
IIM
230
Ipswich Investment Management
Massachusetts
$768K +$768K +9,302 New
JPMPWA
231
J.P. Morgan Private Wealth Advisors
California
$741K +$97.1K +1,177 +15%
MWNA
232
Marshall Wace North America
New York
$734K +$49.5K +600 +7%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$725K -$14.1K -171 -2%
SPIA
234
Steward Partners Investment Advisory
New York
$691K -$73.7K -893 -10%
BOH
235
Bank of Hawaii
Hawaii
$688K -$19.1K -231 -3%
RHBC
236
R.H. Bluestein & Co
Michigan
$660K – – –
SEI Investments
237
SEI Investments
Pennsylvania
$652K +$576K +6,986 +761%
NA
238
Neuburgh Advisers
California
$649K +$405K +4,964 +166%
CI
239
Cigna Investments
Connecticut
$637K -$9.84K -131 -2%
ST
240
Smithfield Trust
Pennsylvania
$634K – – –
LTFS
241
Ladenburg Thalmann Financial Services
Florida
$629K +$113K +1,363 +22%
AT
242
Arden Trust
Delaware
$628K -$294K -3,557 -32%
AIG
243
American International Group
New York
$627K +$627K +7,598 New
BB
244
Busey Bank
Illinois
$624K – – –
CC
245
Cipher Capital
New York
$623K +$623K +7,554 New
NL
246
NWAM LLC
Washington
$605K – – –
MML Investors Services
247
MML Investors Services
Massachusetts
$605K +$49.3K +598 +9%
HJA
248
Hugh Johnson Advisors
New York
$602K -$3.05K -37 -0.5%
BIAS
249
Beacon Investment Advisory Services
New Jersey
$594K – – –
QIM
250
Quantitative Investment Management
Virginia
$585K -$1.14M -13,800 -66%
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