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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
+$356M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$109M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$61.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$52.3M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$48.3M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$197M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$68.7M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$56.1M
4
Canada Life
Canada Life
Manitoba, Canada
-$46.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
251
Element Capital Management
New York
$585K +$585K +7,085 New
SWM
252
SVA Wealth Management
Wisconsin
$575K +$105K +1,268 +22%
LOAME
253
Lombard Odier Asset Management (Europe)
United Kingdom
$561K – – –
BFEC
254
Benjamin F. Edwards & Company
Missouri
$555K – – –
CGT
255
Capital Guardian Trust
California
$548K – – –
CL
256
CPWM LLC
Washington
$546K – – –
CRC
257
Curi RMB Capital
Illinois
$543K -$6.28K -76 -1%
FCM
258
Flinton Capital Management
Pennsylvania
$534K +$333K +4,088 +166%
DIA
259
Dana Investment Advisors
Wisconsin
$471K -$182K -2,204 -28%
ECM
260
Evergreen Capital Management
Washington
$460K +$8.75K +106 +2%
CBA
261
Coastal Bridge Advisors
Connecticut
$459K -$4.54K -55 -1%
TIM
262
Thompson Investment Management
Wisconsin
$453K -$2.06K -25 -0.5%
PAM
263
Premier Asset Management
Illinois
$435K – – –
PA
264
Probity Advisors
Texas
$433K +$433K +5,247 New
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$424K +$279K +3,387 +193%
TAM
266
Tyers Asset Management
Texas
$420K +$262K +3,212 +166%
CGA
267
Crescent Grove Advisors
Illinois
$416K -$21.5K -261 -5%
FTIOP
268
Fiduciary Trust International of Pennsylvania
Pennsylvania
$414K – – –
SBH
269
Segall Bryant & Hamill
Illinois
$413K -$83.6K -1,012 -17%
Nomura Asset Management
270
Nomura Asset Management
Japan
$412K – – –
BCM
271
Brookstone Capital Management
Illinois
$410K +$908 +11 +0.2%
DIM
272
DC Investments Management
Virginia
$400K +$5.04K +61 +1%
Prudential Financial
273
Prudential Financial
New Jersey
$394K – – –
CAM
274
Cozad Asset Management
Illinois
$389K +$83 +1 +0%
OWD
275
Osborn Williams & Donohoe
Ohio
$388K -$16.5K -200 -4%
9 10
11
12 13