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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 %
WAS
351
Winch Advisory Services
Wisconsin
$76K -$6.68K -88 -8%
ClearBridge Investments
352
ClearBridge Investments
New York
$76K – – –
OIA
353
Optimum Investment Advisors
Illinois
$76K +$76K +1,000 New
DSC
354
Duncker Streett & Co
Missouri
$68K – – –
C
355
Cerebellum
California
$61K +$31.4K +417 +106%
LNB
356
Ledyard National Bank
$60K – – –
EFSCE
357
Enterprise Financial Services Corp (EFSC)
Missouri
$60K – – –
PCP
358
Proficio Capital Partners
Massachusetts
$60K +$31K +409 +107%
CPA
359
Cowen Prime Advisors
New York
$57K – – –
GRP
360
Global Retirement Partners
California
$54K +$21K +277 +63%
TWA
361
TCI Wealth Advisors
Arizona
$53K – – –
CAC
362
Certified Advisory Corp
Florida
$52K – – –
QCG
363
Quadrant Capital Group
Ohio
$52K +$2.93K +42 +6%
SEI Investments
364
SEI Investments
Pennsylvania
$48K -$2.84M -37,811 -98%
SWM
365
SeaCrest Wealth Management
New York
$48K – – –
AF
366
Advisornet Financial
Minnesota
$46K +$22.4K +300 +95%
EWM
367
Endurance Wealth Management
Rhode Island
$45K – – –
APA
368
American Portfolios Advisors
New York
$45K – – –
PMFA
369
Plante Moran Financial Advisors
Michigan
$44K -$9.13K -122 -17%
CTC
370
Central Trust Company
Missouri
$43K -$2.26K -30 -5%
FHA
371
First Horizon Advisors
Tennessee
$43K – – –
TC
372
Trilogy Capital
California
$41K +$41K +545 New
PAMU
373
Pictet Asset Management (UK)
United Kingdom
$40K – – –
KPCM
374
Kings Point Capital Management
New York
$39K – – –
BCP
375
Blackhawk Capital Partners
Wisconsin
$36K – – –
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15
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