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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 %
CCMG
451
Clark Capital Management Group
Pennsylvania
– -$358K -4,472 Closed
PAS
452
Partnervest Advisory Services
California
– -$258K -3,223 Closed
DDPIC
453
Deroy & Devereaux Private Investment Counsel
Michigan
– -$252K -3,149 Closed
LC
454
Lourd Capital
California
– -$242K -3,020 Closed
DTL
455
Dynamic Technology Lab
Singapore
– -$224K -2,810 Closed
PWP
456
Private Wealth Partners
California
– -$224K -2,800 Closed
PWLP
457
Prio Wealth Limited Partnership
Massachusetts
– -$221K -2,769 Closed
MC
458
Moors & Cabot
Massachusetts
– -$220K -2,741 Closed
PTC
459
Private Trust Company
Ohio
– -$209K -2,621 Closed
PNC
460
Park National Corp
Ohio
– -$209K -2,612 Closed
WA
461
WESPAC Advisors
California
– -$208K -2,600 Closed
M
462
MOTCO
Texas
– -$114K -1,423 Closed
TA
463
Teachers Advisors
New York
– -$104K -1,299 Closed
CA
464
Calton & Associates
Florida
– -$99K -1,187 Closed
GBT
465
Grove Bank & Trust
Florida
– -$41K -510 Closed
DCM
466
Delpha Capital Management
New York
– -$25K -315 Closed
TC
467
Telemus Capital
Michigan
– -$24K -300 Closed
WA
468
Winfield Associates
Ohio
– -$16K -190 Closed
PCM
469
Poehling Capital Management
Wisconsin
– -$10K -128 Closed
WWM
470
Wagner Wealth Management
South Carolina
– -$10K -126 Closed
FFG
471
Ford Financial Group
California
– -$8K -100 Closed
RPC
472
Rossmore Private Capital
Connecticut
– -$8K -100 Closed
EWM
473
Evercore Wealth Management
New York
– -$7K -82 Closed
STA
474
Summit Trail Advisors
New York
– -$3K -37 Closed
RFM
475
Royal Fund Management
Florida
– -$1K -21 Closed
16 17 18
19
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