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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 %
PA
351
Parallel Advisors
California
$114K -$14.5K -189 -11%
CLOS
352
Compagnie Lombard Odier SCmA
Switzerland
$111K – – –
GHCM
353
Glen Harbor Capital Management
California
$109K – – –
WAM
354
Wealthspire Advisors (Maryland)
Maryland
$108K – – –
WB
355
Webster Bank
Connecticut
$108K – – –
BWA
356
BDO Wealth Advisors
Florida
$105K +$105K +1,358 New
BCA
357
Bray Capital Advisors
Florida
$89K – – –
CF
358
Centaurus Financial
California
$89K +$89K +1,154 New
SWA
359
Sutton Wealth Advisors
Florida
$85.1K – – –
IP
360
Isthmus Partners
Wisconsin
$85K – – –
TSW
361
Thompson Siegel & Walmsley
Virginia
$81K – – –
IA
362
IFP Advisors
Florida
$78K -$6.53K -85 -8%
WT
363
Washington Trust
Rhode Island
$77K +$77K +1,000 New
SEI Investments
364
SEI Investments
Pennsylvania
$71K +$21.5K +278 +43%
DSC
365
Duncker Streett & Co
Missouri
$70K – – –
EFSCE
366
Enterprise Financial Services Corp (EFSC)
Missouri
$69K +$8.15K +106 +13%
LNB
367
Ledyard National Bank
$62K – – –
PCP
368
Proficio Capital Partners
Massachusetts
$62K +$927 +12 +2%
CTC
369
Central Trust Company
Missouri
$59K +$15.3K +200 +35%
CPA
370
Cowen Prime Advisors
New York
$58K – – –
TWA
371
TCI Wealth Advisors
Arizona
$55K – – –
GRP
372
Global Retirement Partners
California
$55K – – –
QCG
373
Quadrant Capital Group
Ohio
$55K +$3.26K +47 +6%
CAC
374
Certified Advisory Corp
Florida
$54K – – –
APA
375
American Portfolios Advisors
New York
$46K – – –
13 14
15
16 17