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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 %
IWM
326
IHT Wealth Management
Illinois
$218K – – –
SFI
327
Susquehanna Fundamental Investments
Pennsylvania
$214K -$1.1M -14,228 -84%
BRWA
328
B. Riley Wealth Advisors
Florida
$214K -$25.8K -334 -11%
LPT
329
Legacy Private Trust
Wisconsin
$213K – – –
NPPM
330
North Point Portfolio Managers
Ohio
$212K -$50.1K -650 -19%
PP
331
Patten & Patten
Tennessee
$211K – – –
PNC
332
Park National Corp
Ohio
$202K +$202K +2,612 New
PTC
333
Private Trust Company
Ohio
$202K +$202K +2,621 New
CPIG
334
Chicago Partners Investment Group
Illinois
$199K +$179K +2,312 +889%
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$193K +$193K +2,500 New
IWP
336
Icon Wealth Partners
Texas
$191K +$309 +4 +0.2%
FCM
337
Flinton Capital Management
Pennsylvania
$190K – – –
LF
338
Lee Financial
Texas
$177K – – –
1IA
339
1834 Investment Advisors
Wisconsin
$176K -$992K -12,842 -85%
HI
340
Hudock Inc
Pennsylvania
$159K +$308 +4 +0.2%
CFN
341
Cordasco Financial Network
Florida
$157K – – –
BCA
342
Bay Colony Advisors
Massachusetts
$155K +$155K +2,000 New
TAM
343
Tyers Asset Management
Texas
$150K – – –
VFA
344
Valeo Financial Advisors
Indiana
$142K +$31.6K +400 +29%
ED
345
Exane Derivatives
France
$136K -$2.07M -27,000 -94%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$136K +$136K +1,758 New
HNB
347
Huntington National Bank
Ohio
$125K -$80.9K -1,045 -39%
RCM
348
Riverhead Capital Management
Delaware
$124K – – –
ASN
349
Advisory Services Network
Georgia
$118K -$50.7K -637 -30%
AF
350
Advisornet Financial
Minnesota
$118K +$70.4K +911 +148%
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