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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 %
JG
251
Jefferies Group
New York
$490K +$490K +6,484 New
TRCT
252
Tower Research Capital (TRC)
New York
$484K +$438K +5,809 +959%
LTFS
253
Ladenburg Thalmann Financial Services
Florida
$465K +$8.7K +116 +2%
SBH
254
Segall Bryant & Hamill
Illinois
$454K – – –
Jane Street
255
Jane Street
New York
$447K -$354K -4,682 -44%
QI
256
QS Investors
New York
$447K +$243K +3,220 +120%
CAM
257
CGOV Asset Management
Ontario, Canada
$440K – – –
SPIA
258
Steward Partners Investment Advisory
New York
$425K +$425K +5,628 New
TIM
259
Thompson Investment Management
Wisconsin
$417K +$1.89K +25 +0.5%
CGA
260
Crescent Grove Advisors
Illinois
$401K -$6.35K -84 -2%
ECM
261
Evergreen Capital Management
Washington
$401K +$401K +5,300 New
PAM
262
Premier Asset Management
Illinois
$398K +$28.3K +375 +8%
Nomura Asset Management
263
Nomura Asset Management
Japan
$377K – – –
BCM
264
Brookstone Capital Management
Illinois
$377K +$25.7K +340 +7%
CFB
265
Cullen/Frost Bankers
Texas
$371K +$371K +4,914 New
GH
266
GAM Holding
Switzerland
$370K -$30.2K -400 -8%
OWD
267
Osborn Williams & Donohoe
Ohio
$370K – – –
ABC
268
Associated Banc-Corp
Wisconsin
$365K -$25.6K -340 -7%
Prudential Financial
269
Prudential Financial
New Jersey
$360K – – –
TH
270
Timber Hill
Connecticut
$357K +$357K +4,723 New
JIC
271
Johnson Investment Counsel
Ohio
$356K -$13.2K -175 -4%
LC
272
Landaas & Company
Wisconsin
$354K -$22.6K -300 -6%
DWT
273
Dorsey & Whitney Trust
South Dakota
$352K – – –
TCOV
274
Trust Company of Vermont
Vermont
$350K -$15.9K -210 -4%
ONB
275
Old National Bancorp
Indiana
$348K -$9.36K -124 -3%
9 10
11
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