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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 %
M&T Bank
126
M&T Bank
New York
$5.29M -$160K -2,117 -3%
BCM
127
Barometer Capital Management
Ontario, Canada
$5.21M +$5.21M +69,000 New
HighTower Advisors
128
HighTower Advisors
Illinois
$5.14M +$94.1K +1,239 +2%
LCP
129
Legacy Capital Partners
Wisconsin
$5.04M -$23.4K -310 -0.5%
GWM
130
Geneos Wealth Management
Colorado
$4.9M +$4.13M +54,713 +537%
CGH
131
Crossmark Global Holdings
Texas
$4.74M -$438K -5,790 -8%
Ameriprise
132
Ameriprise
Minnesota
$4.57M +$57.3K +759 +1%
USAA
133
United Services Automobile Association
Texas
$4.54M -$11.8K -156 -0.3%
N
134
Natixis
France
$4.43M -$1.03M -13,850 -19%
FNBOMD
135
First National Bank of Mount Dora
Florida
$4.42M -$1.18M -15,605 -21%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$4.39M +$191K +2,528 +5%
RG
137
Rathbones Group
United Kingdom
$4.37M -$3.77K -50 -0.1%
US Bancorp
138
US Bancorp
Minnesota
$4.27M -$768K -10,162 -15%
ACM
139
Azimuth Capital Management
Michigan
$4.16M -$338K -4,470 -8%
GC
140
Guggenheim Capital
Illinois
$3.78M +$1.05M +13,963 +39%
BA
141
BKS Advisors
Michigan
$3.72M +$13.9K +184 +0.4%
EAM
142
Eagle Asset Management
Florida
$3.68M – – –
RWM
143
Rench Wealth Management
Texas
$3.67M -$116K -1,539 -3%
Balyasny Asset Management
144
Balyasny Asset Management
Illinois
$3.58M -$62.1K -822 -2%
CS
145
Candriam SCA
Luxembourg
$3.47M +$410K +5,432 +13%
RE
146
RBC Europe
United Kingdom
$3.36M -$37.8K -500 -1%
AAIM
147
American Assets Investment Management
California
$3.33M +$1.44M +19,000 +76%
OMCS
148
Old Mutual Customised Solutions
South Africa
$3.31M +$337K +4,500 +11%
HS
149
Hazelview Securities
Ontario, Canada
$3.26M – – –
BAM
150
Burgundy Asset Management
Ontario, Canada
$3.02M +$377K +5,000 +14%
4 5
6
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