BMO icon

Bank of Montreal
BMO

Overview Fund Activity

438 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 131 increasing their positions, 157 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
-15
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.62%
New
53
Increased
131
Reduced
157
Closed
65
Calls
$224M
Puts
$268M
Net Calls
-$44.5M
Net Calls Change
-$31.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$86.4M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$81.8M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$58.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$48.1M
5
IIM
Intact Investment Management
Quebec, Canada
+$44M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$197M
2
Fidelity International
Fidelity International
Bermuda
-$163M
3
GC
Guardian Capital
Ontario, Canada
-$113M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$99.2M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAME
226
Lombard Odier Asset Management (Europe)
United Kingdom
$607K – – –
CI
227
Cigna Investments
Connecticut
$599K +$43.9K +671 +8%
William Blair & Company
228
William Blair & Company
Illinois
$591K -$78.6K -1,203 -12%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$582K +$8.49K +130 +1%
IIM
230
Ipswich Investment Management
Massachusetts
$575K -$32.7K -500 -5%
JAM
231
JCIC Asset Management
Ontario, Canada
$553K -$98.1K -1,500 -15%
NA
232
Neuburgh Advisers
California
$540K +$2.3K +34 +0.4%
Victory Capital Management
233
Victory Capital Management
Texas
$507K +$507K +5,680 New
QT
234
Quantbot Technologies
New York
$507K +$507K +7,766 New
Squarepoint
235
Squarepoint
New York
$505K +$505K +7,727 New
ST
236
Smithfield Trust
Pennsylvania
$502K – – –
LTFS
237
Ladenburg Thalmann Financial Services
Florida
$497K -$5.38K -81 -1%
BB
238
Busey Bank
Illinois
$494K – – –
CGA
239
Crescent Grove Advisors
Illinois
$491K +$162K +2,471 +49%
RHBC
240
R.H. Bluestein & Co
Michigan
$490K -$32.7K -500 -6%
HJA
241
Hugh Johnson Advisors
New York
$483K +$6.47K +99 +1%
NL
242
NWAM LLC
Washington
$479K – – –
BFEC
243
Benjamin F. Edwards & Company
Missouri
$472K +$32.7K +500 +7%
BIAS
244
Beacon Investment Advisory Services
New Jersey
$471K – – –
CCIA
245
Campbell & Co Investment Adviser
Maryland
$469K +$469K +6,475 New
TCM
246
Teza Capital Management
Illinois
$455K +$455K +6,958 New
MML Investors Services
247
MML Investors Services
Massachusetts
$454K -$24.9K -381 -5%
SWM
248
SVA Wealth Management
Wisconsin
$452K -$2.74K -42 -0.6%
JPMPWA
249
J.P. Morgan Private Wealth Advisors
California
$448K -$140K -2,133 -24%
CRC
250
Curi RMB Capital
Illinois
$446K +$16.3K +250 +4%
8 9
10
11 12