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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 %
1WA
451
180 Wealth Advisors
Washington
– -$234K -3,094 Closed
GAM
452
Gotham Asset Management
New York
– -$227K -3,007 Closed
KI
453
Koch Industries
Kansas
– -$203K -2,682 Closed
CCA
454
Clearwater Capital Advisors
Illinois
– -$185K -2,446 Closed
PWM
455
Perigon Wealth Management
California
– -$131K -1,728 Closed
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
– -$112K -1,500 Closed
IFAM
457
Institutional & Family Asset Management
Colorado
– -$97K -1,278 Closed
APP
458
Avantax Planning Partners
Iowa
– -$90K -1,197 Closed
OIA
459
Optimum Investment Advisors
Illinois
– -$76K -1,000 Closed
EWM
460
Endurance Wealth Management
Rhode Island
– -$45K -600 Closed
PMFA
461
Plante Moran Financial Advisors
Michigan
– -$44K -588 Closed
HDIM
462
Hanson & Doremus Investment Management
Vermont
– -$24K -315 Closed
TI
463
Truepoint Inc
Ohio
– -$3K -227 Closed
AOWM
464
Alpha Omega Wealth Management
Virginia
– -$15K -200 Closed
SWP
465
Stratos Wealth Partners
Ohio
– -$15K -197 Closed
FWM
466
Focused Wealth Management
New York
– -$11K -150 Closed
CIP
467
Convergence Investment Partners
Florida
– -$9K -118 Closed
KF
468
Krilogy Financial
Missouri
– -$1K -12 Closed
15 16 17 18
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