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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 %
LC
351
Lindbrook Capital
California
$46K +$46K +706 New
HT
352
Heritage Trust
Oklahoma
$41K +$41K +621 New
APA
353
American Portfolios Advisors
New York
$39.8K +$915 +14 +2%
PGAM
354
Princeton Global Asset Management
New Jersey
$39K +$39K +600 New
PCG
355
Private Capital Group
Connecticut
$38K – – –
FGC
356
Financial Gravity Companies
Texas
$37K +$37K +498 New
Schroder Investment Management Group
357
Schroder Investment Management Group
United Kingdom
$35.7K +$3.22K +36,059 +10%
RFA
358
Reilly Financial Advisors
California
$34K – – –
KPCM
359
Kings Point Capital Management
New York
$34K – – –
NFG
360
Next Financial Group
Texas
$34K +$9.45K +144 +39%
UBS AM
361
UBS AM
Illinois
$34K +$2.35K +36 +7%
SWM
362
SeaCrest Wealth Management
New York
$33K – – –
FAM
363
Fred Alger Management
New York
$32K +$16.4K +254 +105%
PCP
364
Proficio Capital Partners
Massachusetts
$31K -$23.2K -355 -43%
GIC
365
Gantzert Investment Company
Illinois
$31K +$31K +475 New
SF
366
Synovus Financial
Georgia
$29K – – –
AAMU
367
Amundi Asset Management US
Massachusetts
$27K -$2.23K -34,079 -8%
AIM
368
Advantage Investment Management
Iowa
$26K – – –
HRC
369
Hoertkorn Richard Charles
$26K – – –
FANJ
370
Financial Architects (New Jersey)
New Jersey
$25K – – –
QCIG
371
Quad-Cities Investment Group
Iowa
$24K – – –
WAS
372
Winch Advisory Services
Wisconsin
$23K -$9.73K -148 -30%
MSA
373
Marino Stram & Associates
Massachusetts
$23K +$133 +2 +0.6%
DSI
374
Daiwa SB Investments
Japan
$22K – – –
SFA
375
Spectrum Financial Alliance
Kentucky
$22K – – –
13 14
15
16 17