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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
$485M
2
Fidelity International
Fidelity International
Bermuda
$213M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$845M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$252M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.99B

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$502M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$47.3M
3
Citadel Advisors
Citadel Advisors
Florida
$17.8M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$858M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
376
Winch Advisory Services
Wisconsin
$44K -$33.1K -430 -43%
TC
377
Trilogy Capital
California
$43K +$391 +5 +0.9%
PAMU
378
Pictet Asset Management (UK)
United Kingdom
$41K – – –
KPCM
379
Kings Point Capital Management
New York
$40K – – –
SWM
380
SeaCrest Wealth Management
New York
$39K -$9.48K -124 -20%
LWS
381
Lucia Wealth Services
California
$39K +$25.2K +325 +184%
BCP
382
Blackhawk Capital Partners
Wisconsin
$37K – – –
RFC
383
Regions Financial Corp
Alabama
$36K +$13.6K +174 +61%
FNB
384
Farmers National Bank
Kentucky
$35K – – –
SF
385
Synovus Financial
Georgia
$34K +$34K +439 New
FHA
386
First Horizon Advisors
Tennessee
$32K -$11.5K -154 -26%
LWA
387
Lenox Wealth Advisors
New York
$31K -$93.2K -1,212 -75%
AIM
388
Advantage Investment Management
Iowa
$31K – – –
HRC
389
Hoertkorn Richard Charles
$30K – – –
FANJ
390
Financial Architects (New Jersey)
New Jersey
$30K – – –
LIA
391
LS Investment Advisors
Michigan
$30K – – –
AssetMark Inc
392
AssetMark Inc
California
$30K +$1.25K +16 +4%
SIM
393
Sonora Investment Management
Arizona
$30K +$26.1K +338 +676%
WT
394
Whittier Trust
California
$29K – – –
DSI
395
Daiwa SB Investments
Japan
$28K +$3.11K +40 +13%
QCIG
396
Quad-Cities Investment Group
Iowa
$28K +$28K +363 New
MSA
397
Marino Stram & Associates
Massachusetts
$26K +$152 +2 +0.6%
SFA
398
Spectrum Financial Alliance
Kentucky
$26K +$26K +340 New
CCM
399
Covington Capital Management
California
$25K – – –
MIP
400
Mondrian Investment Partners
United Kingdom
$24K +$101 +1 +0.4%
14 15
16
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