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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 %
FCM
326
Flinton Capital Management
Pennsylvania
$186K – – –
CCA
327
Clearwater Capital Advisors
Illinois
$185K +$185K +2,446 New
LF
328
Lee Financial
Texas
$174K +$159K +2,100 +1,050%
PAM
329
Panagora Asset Management
Massachusetts
$170K – – –
ASN
330
Advisory Services Network
Georgia
$160K -$32.4K -430 -17%
HI
331
Hudock Inc
Pennsylvania
$155K +$301 +4 +0.2%
CFN
332
Cordasco Financial Network
Florida
$154K – – –
TAM
333
Tyers Asset Management
Texas
$146K – – –
PWM
334
Perigon Wealth Management
California
$131K +$54.5K +719 +71%
PA
335
Parallel Advisors
California
$127K -$10.7K -141 -8%
LWA
336
Lenox Wealth Advisors
New York
$122K +$92.7K +1,227 +316%
RCM
337
Riverhead Capital Management
Delaware
$121K – – –
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$112K +$7.47K +100 +7%
CLOS
339
Compagnie Lombard Odier SCmA
Switzerland
$109K -$109K -1,440 -50%
WB
340
Webster Bank
Connecticut
$106K – – –
WAM
341
Wealthspire Advisors (Maryland)
Maryland
$106K – – –
GHCM
342
Glen Harbor Capital Management
California
$106K – – –
VFA
343
Valeo Financial Advisors
Indiana
$106K +$30.3K +400 +40%
IFAM
344
Institutional & Family Asset Management
Colorado
$97K +$97K +1,278 New
APP
345
Avantax Planning Partners
Iowa
$90K +$90K +1,197 New
IA
346
IFP Advisors
Florida
$88K – – –
BCA
347
Bray Capital Advisors
Florida
$87K +$87K +1,150 New
SWA
348
Sutton Wealth Advisors
Florida
$83.3K – – –
IP
349
Isthmus Partners
Wisconsin
$83K -$11.4K -150 -12%
TSW
350
Thompson Siegel & Walmsley
Virginia
$79K +$75.7K +1,000 +2,273%
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