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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 %
FCM
251
Flinton Capital Management
Pennsylvania
$445K +$1.89K +28 +0.4%
PA
252
Probity Advisors
Texas
$430K +$87.5K +1,340 +26%
SPIA
253
Steward Partners Investment Advisory
New York
$422K -$125K -1,914 -23%
CL
254
CPWM LLC
Washington
$415K -$17.3K -264 -4%
Verition Fund Management
255
Verition Fund Management
Connecticut
$377K +$134K +2,047 +55%
CBA
256
Coastal Bridge Advisors
Connecticut
$363K – – –
TIM
257
Thompson Investment Management
Wisconsin
$353K -$6.28K -96 -2%
ABC
258
Associated Banc-Corp
Wisconsin
$351K +$50.8K +776 +17%
TAM
259
Tyers Asset Management
Texas
$350K +$1.49K +22 +0.4%
ECM
260
Evergreen Capital Management
Washington
$346K -$18.2K -279 -5%
Wolverine Trading
261
Wolverine Trading
Illinois
$332K +$332K +5,100 New
Nomura Asset Management
262
Nomura Asset Management
Japan
$327K – – –
SBH
263
Segall Bryant & Hamill
Illinois
$326K -$392 -6 -0.1%
BCM
264
Brookstone Capital Management
Illinois
$325K +$783 +12 +0.2%
FTIOP
265
Fiduciary Trust International of Pennsylvania
Pennsylvania
$315K -$11.8K -180 -4%
Prudential Financial
266
Prudential Financial
New Jersey
$312K – – –
CAM
267
Cozad Asset Management
Illinois
$311K +$3.26K +50 +1%
OWD
268
Osborn Williams & Donohoe
Ohio
$307K – – –
LC
269
Landaas & Company
Wisconsin
$306K – – –
DWT
270
Dorsey & Whitney Trust
South Dakota
$304K – – –
AT
271
Arden Trust
Delaware
$301K -$196K -3,004 -39%
MF
272
Magnetar Financial
Illinois
$300K +$300K +4,598 New
CAG
273
Crestwood Advisors Group
Massachusetts
$299K – – –
PAM
274
Premier Asset Management
Illinois
$297K -$47.4K -725 -14%
FBFS
275
First Business Financial Services
Wisconsin
$297K +$196 +3 +0.1%
9 10
11
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