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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 %
FNB
376
Farmers National Bank
Kentucky
$34K – – –
VanEck Associates
377
VanEck Associates
New York
$34K +$34K +446 New
HRC
378
Hoertkorn Richard Charles
$30K – – –
AIM
379
Advantage Investment Management
Iowa
$30K – – –
FANJ
380
Financial Architects (New Jersey)
New Jersey
$29K – – –
LIA
381
LS Investment Advisors
Michigan
$29K – – –
WT
382
Whittier Trust
California
$29K – – –
AssetMark Inc
383
AssetMark Inc
California
$28K -$10K -131 -26%
MSA
384
Marino Stram & Associates
Massachusetts
$26K +$153 +2 +0.6%
CCM
385
Covington Capital Management
California
$24K – – –
DSI
386
Daiwa SB Investments
Japan
$24K +$3K +40 +14%
HDIM
387
Hanson & Doremus Investment Management
Vermont
$24K +$24K +315 New
MIP
388
Mondrian Investment Partners
United Kingdom
$23K +$97 +1 +0.4%
RFC
389
Regions Financial Corp
Alabama
$22K -$11.2K -146 -34%
SFG
390
SevenBridge Financial Group
Pennsylvania
$20K – – –
CPIG
391
Chicago Partners Investment Group
Illinois
$20K – – –
PCG
392
Private Capital Group
Connecticut
$20K +$909 +12 +5%
LFA
393
Legacy Financial Advisors
Kentucky
$19K -$201K -2,703 -91%
CAPTRUST Financial Advisors
394
CAPTRUST Financial Advisors
North Carolina
$18K – – –
FCB
395
First Command Bank
Texas
$17.3K – – –
FCFS
396
First Command Financial Services
Texas
$17K – – –
SBL
397
Sargent Bickham Lagudis
Colorado
$16K – – –
MBT
398
Monroe Bank & Trust
Michigan
$15K – – –
SWP
399
Stratos Wealth Partners
Ohio
$15K – – –
RCAG
400
Rehmann Capital Advisory Group
Michigan
$15K +$15K +193 New
14 15
16
17 18