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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 %
CAG
276
Crestwood Advisors Group
Massachusetts
$361K +$361K +4,575 New
DWT
277
Dorsey & Whitney Trust
South Dakota
$360K – – –
SMC
278
Smith, Moore & Co
Missouri
$352K +$39.8K +515 +13%
FBFS
279
First Business Financial Services
Wisconsin
$350K – – –
EVM
280
Eaton Vance Management
Massachusetts
$348K -$348K -4,499 -50%
RP
281
Rowlandmiller & Partners
Georgia
$345K – – –
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$345K +$81.2K +1,050 +31%
AAM
283
American Asset Management
Florida
$337K – – –
KFC
284
Klingenstein Fields & Co
New York
$333K – – –
VRS
285
Virginia Retirement Systems
Virginia
$332K -$1.2M -15,500 -78%
AP
286
Advisor Partners
California
$328K +$45K +582 +16%
DTL
287
Dynamic Technology Lab
Singapore
$325K +$325K +4,207 New
TCM
288
Teza Capital Management
Illinois
$317K +$317K +4,102 New
HPC
289
HM Payson & Co
Maine
$309K – – –
BCM
290
Boltwood Capital Management
California
$309K – – –
OC
291
Oarsman Capital
Wisconsin
$294K -$59.7K -772 -17%
FMBTD
292
First Midwest Bank Trust Division
Illinois
$293K -$7.74K -100 -3%
NSIM
293
North Star Investment Management
Illinois
$293K – – –
TCOV
294
Trust Company of Vermont
Vermont
$292K -$65.8K -853 -18%
NIMI
295
Natixis Investment Managers International
France
$292K – – –
ONB
296
Old National Bancorp
Indiana
$287K -$68.9K -893 -19%
IG
297
ING Group
Netherlands
$284K -$6.64K -86 -2%
PP
298
Paloma Partners
Connecticut
$283K +$283K +3,659 New
OC
299
Oppenheimer & Co
New York
$282K +$44.4K +575 +19%
S
300
SignatureFD
Georgia
$278K +$62.6K +809 +29%
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