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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 %
TH
476
Timber Hill
Connecticut
– -$221K -2,679 Closed
CAG
477
Csenge Advisory Group
Florida
– -$198K -2,655 Closed
CAN
478
Cetera Advisor Networks
California
– -$220K -2,644 Closed
PTC
479
Private Trust Company
Ohio
– -$215K -2,610 Closed
PNC
480
Park National Corp
Ohio
– -$215K -2,606 Closed
DDPIC
481
Deroy & Devereaux Private Investment Counsel
Michigan
– -$210K -2,549 Closed
UCFA
482
United Capital Financial Advisors
Texas
– -$203K -2,464 Closed
CCA
483
Clearwater Capital Advisors
Illinois
– -$202K -2,446 Closed
ZB
484
Zions Bancorporation
Utah
– -$175K -2,122 Closed
IP
485
Isthmus Partners
Wisconsin
– -$90K -1,096 Closed
Parallax Volatility Advisers
486
Parallax Volatility Advisers
California
– -$87K -1,052 Closed
LWS
487
Lucia Wealth Services
California
– -$57K -685 Closed
TPWA
488
TRUE Private Wealth Advisors
Oregon
– -$54.5K -661 Closed
TC
489
Trilogy Capital
California
– -$46K -555 Closed
APP
490
Avantax Planning Partners
Iowa
– -$34K -418 Closed
SCM
491
Southport Capital Management
Tennessee
– -$25K -300 Closed
EA
492
Elm Advisors
California
– -$25K -300 Closed
ICM
493
IMS Capital Management
Oregon
– -$13K -160 Closed
EDRH
494
Edmond de Rothschild Holding
Switzerland
– -$11K -137 Closed
LA
495
Legacy Advisors
Pennsylvania
– -$10K -125 Closed
SWMG
496
Signature Wealth Management Group
Georgia
– -$7K -100 Closed
MPIA
497
Mountain Pacific Investment Advisers
Idaho
– -$8K -100 Closed
HI
498
Harrington Investments
California
– -$8K -100 Closed
GAM
499
Gemmer Asset Management
California
– -$2K -27 Closed
KF
500
Krilogy Financial
Missouri
– -$1K -12 Closed
16 17 18 19
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