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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 %
RJT
301
Raymond James Trust
Florida
$250K -$1.89K -25 -0.8%
PG
302
Patten Group
Tennessee
$249K – – –
NB
303
Nicolet Bankshares
Wisconsin
$247K – – –
SS
304
Simplicity Solutions
Minnesota
$247K +$247K +3,262 New
KAM
305
Kassirer Asset Management
Ontario, Canada
$245K – – –
CB
306
Commerce Bank
Missouri
$243K +$4K +53 +2%
LRPA
307
L. Roy Papp & Associates
Arizona
$238K +$238K +3,150 New
BRWA
308
B. Riley Wealth Advisors
Florida
$235K +$25.3K +334 +12%
1WA
309
180 Wealth Advisors
Washington
$234K -$48.9K -647 -17%
BBHC
310
Brown Brothers Harriman & Co
New York
$233K – – –
GT
311
Glenmede Trust
Pennsylvania
$233K – – –
CCA
312
Checchi Capital Advisers
California
$233K +$2.27K +30 +1%
OC
313
Oppenheimer & Co
New York
$233K +$233K +3,081 New
LFG
314
LifePlan Financial Group
Ohio
$228K – – –
GAM
315
Gotham Asset Management
New York
$227K -$71.8K -951 -24%
NA
316
Neuburgh Advisers
California
$226K – – –
VFA
317
Voya Financial Advisors
Connecticut
$220K +$6.06K +81 +3%
Millennium Management
318
Millennium Management
New York
$216K +$216K +2,853 New
IWM
319
IHT Wealth Management
Illinois
$211K – – –
S
320
SignatureFD
Georgia
$210K +$210K +2,785 New
LPT
321
Legacy Private Trust
Wisconsin
$209K – – –
PP
322
Patten & Patten
Tennessee
$206K – – –
KI
323
Koch Industries
Kansas
$203K +$203K +2,682 New
HNB
324
Huntington National Bank
Ohio
$201K -$5.75K -76 -3%
IWP
325
Icon Wealth Partners
Texas
$187K +$2.12K +28 +1%
11 12
13
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