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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 %
VCM
426
Versant Capital Management
Arizona
$5K – – –
TFO
427
Tarbox Family Office
California
$5K – – –
OFW
428
Omnia Family Wealth
Florida
$5K – – –
C
429
Cerebellum
California
$4K -$66.3K -763 -94%
AAP
430
Arax Advisory Partners
Colorado
$4K +$4K +60 New
WTC
431
WhitTier Trust Company
Nevada
$3K – – –
JCM
432
Jacobi Capital Management
Pennsylvania
$3K – – –
GAM
433
Gemmer Asset Management
California
$2K -$222 -3 -10%
BWM
434
Baystate Wealth Management
Massachusetts
$1K – – –
CFG
435
Citizens Financial Group
Rhode Island
$1K – – –
AC
436
Avestar Capital
New York
$1K – – –
JA
437
JOYN Advisors
Georgia
$1K +$1K +7 New
MHI
438
Miller Howard Investments
New York
– -$59.3M -785,251 Closed
MF
439
MHI Funds
New York
– -$2.24M -29,637 Closed
SEC
440
Seven Eight Capital
New York
– -$1.58M -20,900 Closed
NP
441
Ninepoint Partners
Ontario, Canada
– -$1.38M -18,300 Closed
Voloridge Investment Management
442
Voloridge Investment Management
Florida
– -$1.33M -17,636 Closed
KCM
443
Karp Capital Management
California
– -$1.07M -14,123 Closed
TG
444
TCW Group
California
– -$816K -10,800 Closed
IIM
445
Ipswich Investment Management
Massachusetts
– -$797K -10,552 Closed
AC
446
Addenda Capital
Quebec, Canada
– -$670K -8,880 Closed
AIG
447
American International Group
New York
– -$574K -7,598 Closed
CG
448
Caprock Group
Idaho
– -$518K -6,855 Closed
GH
449
GAM Holding
Switzerland
– -$370K -4,900 Closed
QSS
450
Quantitative Systematic Strategies
Florida
– -$301K -3,978 Closed
15 16 17
18
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