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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 %
OC
301
Oarsman Capital
Wisconsin
$231K -$3.27K -50 -1%
FMBTD
302
First Midwest Bank Trust Division
Illinois
$229K – – –
MJP
303
Michael J. Puzo
$229K – – –
QCG
304
Quadrant Capital Group
Ohio
$229K +$179K +2,850 +360%
DHFB
305
Dixon Hubard Feinour & Brown
Virginia
$228K – – –
BOPW
306
Brandywine Oak Private Wealth
Pennsylvania
$227K +$227K +3,480 New
BRWA
307
B. Riley Wealth Advisors
Florida
$224K +$2.1K +32 +0.9%
KA
308
KLCM Advisors
Wisconsin
$223K – – –
AAS
309
Annex Advisory Services
Wisconsin
$222K +$222K +3,397 New
BNP Paribas Financial Markets
310
BNP Paribas Financial Markets
France
$217K – – –
TU
311
TDAM USA
Ontario, Canada
$217K – – –
KAM
312
Kassirer Asset Management
Ontario, Canada
$211K – – –
ONB
313
Old National Bancorp
Indiana
$210K +$3.93K +60 +2%
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$207K -$15.5K -237 -7%
PG
315
Patten Group
Tennessee
$207K -$8.43K -129 -4%
LRPA
316
L. Roy Papp & Associates
Arizona
$206K – – –
BBHC
317
Brown Brothers Harriman & Co
New York
$201K – – –
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$163K – – –
CFN
319
Cordasco Financial Network
Florida
$133K – – –
CAM
320
Columbia Asset Management
Michigan
$127K – – –
AIC
321
Ameritas Investment Company
Nebraska
$122K +$122K +1,868 New
HI
322
Hudock Inc
Pennsylvania
$116K -$17.6K -272 -13%
LFG
323
LifePlan Financial Group
Ohio
$105K -$91.1K -1,400 -46%
TCOV
324
Trust Company of Vermont
Vermont
$105K -$18K -275 -15%
AF
325
Advisornet Financial
Minnesota
$100K – – –
11 12
13
14 15