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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
$3.55B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$527M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$61.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.15B
5
IIM
Intact Investment Management
Quebec, Canada
$69.2M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$117M
2
Fidelity International
Fidelity International
Bermuda
$55.1M
3
GC
Guardian Capital
Ontario, Canada
$107M
4
OAC
OMERS Administration Corp
Ontario, Canada
$227M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
376
Compagnie Lombard Odier SCmA
Switzerland
$22K – – –
JCM
377
Jacobi Capital Management
Pennsylvania
$22K +$19.7K +300 +857%
AssetMark Inc
378
AssetMark Inc
California
$21K -$2.39K -37 -10%
CCM
379
Covington Capital Management
California
$21K – – –
CBT
380
Capital Bank & Trust
California
$19K – – –
RFC
381
Regions Financial Corp
Alabama
$19K – – –
SIM
382
Sonora Investment Management
Arizona
$19K – – –
MIP
383
Mondrian Investment Partners
United Kingdom
$19K +$90 +1 +0.5%
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$18K +$10.1K +156 +129%
WANY
385
Wealthspire Advisors (New York)
New York
$17K +$17K +260 New
PB
386
Pinnacle Bancorp
Nebraska
$17K +$17K +265 New
PAMU
387
Pictet Asset Management (UK)
United Kingdom
$16.2K +$196 +3,000 +1%
SMFS
388
Squar Milner Financial Services
California
$16K – – –
LB
389
Legacy Bridge
Iowa
$16K +$16K +251 New
TNBTD
390
Trustmark National Bank Trust Department
Mississippi
$15K – – –
CAPTRUST Financial Advisors
391
CAPTRUST Financial Advisors
North Carolina
$15K – – –
SBL
392
Sargent Bickham Lagudis
Colorado
$14K – – –
LF
393
Lee Financial
Texas
$13K – – –
BL
394
Balentine LLC
Georgia
$13K +$8.05K +125 +162%
EWM
395
Executive Wealth Management
Michigan
$13K +$13K +200 New
AIA
396
Alera Investment Advisors
Illinois
$12K +$12K +177 New
RCAG
397
Rehmann Capital Advisory Group
Michigan
$11.8K +$66 +1 +0.6%
FHB
398
First Hawaiian Bank
Hawaii
$10K – – –
PW
399
Price Wealth
Texas
$10K – – –
CIAS
400
Capital Investment Advisory Services
North Carolina
$10K +$10K +150 New
14 15
16
17 18