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Bank of Montreal
BMO

Overview Fund Activity

439 hedge funds and large institutions have $22B invested in Bank of Montreal in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 121 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+11
Holders Change %
+2.57%
% of All Funds
10.06%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.76%
New
47
Increased
121
Reduced
161
Closed
31
Calls
$231M
Puts
$210M
Net Calls
+$21.1M
Net Calls Change
+$70.9M

Top Buyers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
+$477M
2
Fidelity International
Fidelity International
Bermuda
+$213M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$189M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$71.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$63.7M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$456M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$257M
3
Citadel Advisors
Citadel Advisors
Florida
-$115M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$102M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
251
CPWM LLC
Washington
$511K -$560K -7,249 -52%
SS
252
Simplicity Solutions
Minnesota
$483K +$231K +2,993 +92%
LTFS
253
Ladenburg Thalmann Financial Services
Florida
$465K – – –
SBH
254
Segall Bryant & Hamill
Illinois
$464K – – –
LOAMS
255
Lombard Odier Asset Management (Switzerland)
Switzerland
$459K – – –
SWM
256
SVA Wealth Management
Wisconsin
$440K -$209K -2,704 -32%
CBA
257
Coastal Bridge Advisors
Connecticut
$434K -$430K -5,560 -50%
TH
258
Timber Hill
Connecticut
$428K +$62.8K +812 +17%
TIM
259
Thompson Investment Management
Wisconsin
$426K – – –
ECM
260
Evergreen Capital Management
Washington
$423K +$13.1K +169 +3%
CGA
261
Crescent Grove Advisors
Illinois
$410K – – –
PAMP
262
Polar Asset Management Partners
Ontario, Canada
$409K +$409K +5,300 New
PAM
263
Premier Asset Management
Illinois
$407K – – –
FTIOP
264
Fiduciary Trust International of Pennsylvania
Pennsylvania
$387K +$108K +1,400 +39%
Nomura Asset Management
265
Nomura Asset Management
Japan
$386K – – –
BCM
266
Brookstone Capital Management
Illinois
$383K -$3.01K -39 -0.8%
OWD
267
Osborn Williams & Donohoe
Ohio
$379K – – –
CFB
268
Cullen/Frost Bankers
Texas
$374K -$6.11K -79 -2%
TSS
269
Two Sigma Securities
New York
$370K -$626K -8,087 -63%
Prudential Financial
270
Prudential Financial
New Jersey
$369K – – –
DIM
271
DC Investments Management
Virginia
$369K +$369K +4,780 New
ABC
272
Associated Banc-Corp
Wisconsin
$364K -$9.65K -125 -3%
JIC
273
Johnson Investment Counsel
Ohio
$364K – – –
CAM
274
Cozad Asset Management
Illinois
$364K +$364K +4,713 New
LC
275
Landaas & Company
Wisconsin
$362K – – –
9 10
11
12 13