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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 %
1IA
326
1834 Investment Advisors
Wisconsin
$97K -$36.2K -557 -27%
WAM
327
Wealthspire Advisors (Maryland)
Maryland
$94K +$3.06K +47 +3%
VFA
328
Valeo Financial Advisors
Indiana
$91K – – –
WB
329
Webster Bank
Connecticut
$91K – – –
PA
330
Parallel Advisors
California
$91K +$2.79K +43 +3%
ER
331
Enlightenment Research
Florida
$91K +$91K +1,400 New
HNB
332
Huntington National Bank
Ohio
$89K -$1.32K -20 -1%
BWA
333
BDO Wealth Advisors
Florida
$89K – – –
ASN
334
Advisory Services Network
Georgia
$78K – – –
BCA
335
Bray Capital Advisors
Florida
$75K – – –
SWA
336
Sutton Wealth Advisors
Florida
$72K – – –
TSW
337
Thompson Siegel & Walmsley
Virginia
$68K – – –
WT
338
Whittier Trust
California
$68K +$43.3K +665 +175%
ClearBridge Investments
339
ClearBridge Investments
New York
$65K – – –
DSC
340
Duncker Streett & Co
Missouri
$59K – – –
TRCT
341
Tower Research Capital (TRC)
New York
$55K +$28.8K +441 +110%
EFSCE
342
Enterprise Financial Services Corp (EFSC)
Missouri
$52K -$4.53K -69 -8%
LNB
343
Ledyard National Bank
$52K – – –
CTB
344
Country Trust Bank
Illinois
$52K +$52K +800 New
IA
345
IFP Advisors
Florida
$50K -$13.3K -206 -21%
CTC
346
Central Trust Company
Missouri
$50K – – –
CPA
347
Cowen Prime Advisors
New York
$49K – – –
GRP
348
Global Retirement Partners
California
$47K – – –
TWA
349
TCI Wealth Advisors
Arizona
$46K – – –
CAC
350
Certified Advisory Corp
Florida
$46K +$196 +3 +0.4%
12 13
14
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