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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 %
HAG
301
HighPoint Advisor Group
Illinois
$277K +$558 +7 +0.2%
MJP
302
Michael J. Puzo
$270K – – –
DHFB
303
Dixon Hubard Feinour & Brown
Virginia
$269K – – –
AWM
304
AE Wealth Management
Kansas
$265K +$1.08K +14 +0.4%
KA
305
KLCM Advisors
Wisconsin
$263K +$263K +3,406 New
TU
306
TDAM USA
Ontario, Canada
$256K – – –
RJT
307
Raymond James Trust
Florida
$255K – – –
PG
308
Patten Group
Tennessee
$255K – – –
NB
309
Nicolet Bankshares
Wisconsin
$252K – – –
GT
310
Glenmede Trust
Pennsylvania
$251K +$25.7K +333 +11%
KAM
311
Kassirer Asset Management
Ontario, Canada
$250K – – –
William Blair Investment Management
312
William Blair Investment Management
Illinois
$247K +$247K +3,193 New
SI
313
Stephens Inc
Arkansas
$246K -$804K -10,398 -77%
CB
314
Commerce Bank
Missouri
$245K -$4.1K -53 -2%
LRPA
315
L. Roy Papp & Associates
Arizona
$243K – – –
CCA
316
Checchi Capital Advisers
California
$239K +$542 +7 +0.2%
BBHC
317
Brown Brothers Harriman & Co
New York
$238K – – –
PAG
318
Private Advisor Group
New Jersey
$235K -$42.7K -555 -15%
LFG
319
LifePlan Financial Group
Ohio
$233K – – –
BW
320
Bison Wealth
Georgia
$232K +$232K +3,000 New
NA
321
Neuburgh Advisers
California
$231K – – –
CBU
322
CIBC Bank USA
Illinois
$228K -$65.8K -850 -22%
MF
323
Magnetar Financial
Illinois
$224K +$224K +2,900 New
VFA
324
Voya Financial Advisors
Connecticut
$222K -$3.3K -43 -1%
Millennium Management
325
Millennium Management
New York
$222K +$2.01K +26 +0.9%
11 12
13
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