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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 %
OC
276
Oarsman Capital
Wisconsin
$346K -$50.1K -662 -13%
FBFS
277
First Business Financial Services
Wisconsin
$343K -$72.7K -961 -17%
RP
278
Rowlandmiller & Partners
Georgia
$337K – – –
AAM
279
American Asset Management
Florida
$330K +$53K +700 +19%
KFC
280
Klingenstein Fields & Co
New York
$326K -$3.78K -50 -1%
AFC
281
AFT Forsyth & Company
Florida
$311K -$18.9K -250 -6%
SMC
282
Smith, Moore & Co
Missouri
$306K -$30.3K -400 -9%
HPC
283
HM Payson & Co
Maine
$302K – – –
BCM
284
Boltwood Capital Management
California
$302K – – –
QSS
285
Quantitative Systematic Strategies
Florida
$301K +$301K +3,978 New
FMBTD
286
First Midwest Bank Trust Division
Illinois
$294K – – –
CBU
287
CIBC Bank USA
Illinois
$287K -$45.1K -597 -14%
NSIM
288
North Star Investment Management
Illinois
$287K – – –
NIMI
289
Natixis Investment Managers International
France
$285K +$285K +3,781 New
IG
290
ING Group
Netherlands
$284K +$284K +3,764 New
AP
291
Advisor Partners
California
$277K +$31.5K +416 +13%
HAG
292
HighPoint Advisor Group
Illinois
$274K +$8.22K +104 +3%
PAG
293
Private Advisor Group
New Jersey
$273K +$64.4K +851 +31%
FTIOP
294
Fiduciary Trust International of Pennsylvania
Pennsylvania
$272K +$272K +3,605 New
DHFB
295
Dixon Hubard Feinour & Brown
Virginia
$264K – – –
MJP
296
Michael J. Puzo
$264K – – –
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$258K +$75.7K +1,000 +42%
AWM
298
AE Wealth Management
Kansas
$258K +$258K +3,413 New
NPPM
299
North Point Portfolio Managers
Ohio
$257K – – –
TU
300
TDAM USA
Ontario, Canada
$250K -$52.7K -700 -17%
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