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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 %
DIM
451
DC Investments Management
Virginia
– -$400K -4,841 Closed
SB
452
Suntrust Banks
Georgia
– -$383K -4,629 Closed
HPC
453
HM Payson & Co
Maine
– -$338K -4,095 Closed
FA
454
FDx Advisors
Illinois
– -$334K -4,044 Closed
PP
455
Paloma Partners
Connecticut
– -$324K -3,920 Closed
AWM
456
AE Wealth Management
Kansas
– -$322K -3,906 Closed
KFC
457
Klingenstein Fields & Co
New York
– -$322K -3,899 Closed
NIMI
458
Natixis Investment Managers International
France
– -$312K -3,781 Closed
CSS
459
Cubist Systematic Strategies
Connecticut
– -$286K -3,464 Closed
CCA
460
Checchi Capital Advisers
California
– -$281K -3,402 Closed
CFB
461
Cullen/Frost Bankers
Texas
– -$279K -3,376 Closed
SS
462
Simplicity Solutions
Minnesota
– -$270K -3,277 Closed
NB
463
Nicolet Bankshares
Wisconsin
– -$270K -3,266 Closed
AP
464
Advisor Partners
California
– -$267K -3,239 Closed
BW
465
Bison Wealth
Georgia
– -$248K -3,000 Closed
CBU
466
CIBC Bank USA
Illinois
– -$243K -2,947 Closed
CPIG
467
Chicago Partners Investment Group
Illinois
– -$219K -2,940 Closed
PP
468
Patten & Patten
Tennessee
– -$234K -2,839 Closed
IWM
469
IHT Wealth Management
Illinois
– -$234K -2,830 Closed
FPIS
470
Financial Planning & Information Services
Wisconsin
– -$232K -2,806 Closed
RJT
471
Raymond James Trust
Florida
– -$231K -2,804 Closed
SFI
472
Susquehanna Fundamental Investments
Pennsylvania
– -$229K -2,772 Closed
LPT
473
Legacy Private Trust
Wisconsin
– -$228K -2,762 Closed
NPPM
474
North Point Portfolio Managers
Ohio
– -$227K -2,750 Closed
V
475
Veritable
Delaware
– -$225K -2,729 Closed
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