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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 %
BTS
126
BB&T Securities
Virginia
$6.67M -$679K -8,793 -9%
Wellington Management Group
127
Wellington Management Group
Massachusetts
$6.39M +$3.75M +48,488 +142%
CAM
128
Claret Asset Management
Quebec, Canada
$6.33M +$253K +3,275 +4%
NEI
129
Northwest & Ethical Investments
Ontario, Canada
$6.16M +$427K +5,530 +7%
LC
130
Lubar & Co
Wisconsin
$6.08M – – –
BCM
131
Barometer Capital Management
Ontario, Canada
$5.97M +$641K +8,300 +12%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$5.38M +$5.38M +69,600 New
GWM
133
Geneos Wealth Management
Colorado
$5.27M +$255K +3,296 +5%
M&T Bank
134
M&T Bank
New York
$5.21M -$197K -2,545 -4%
LCP
135
Legacy Capital Partners
Wisconsin
$5.2M +$50.2K +650 +1%
HighTower Advisors
136
HighTower Advisors
Illinois
$5.04M -$188K -2,431 -4%
US Bancorp
137
US Bancorp
Minnesota
$4.79M +$434K +5,613 +10%
USAA
138
United Services Automobile Association
Texas
$4.64M – – –
N
139
Natixis
France
$4.61M +$26.9K +348 +0.6%
BCIM
140
British Columbia Investment Management
British Columbia, Canada
$4.56M -$1.57M -26,650 -26%
FNBOMD
141
First National Bank of Mount Dora
Florida
$4.55M +$28.2K +365 +0.6%
RG
142
Rathbones Group
United Kingdom
$4.47M – – –
Twin Tree Management
143
Twin Tree Management
Texas
$4.45M +$2.86M +37,049 +181%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$4.4M -$86.6K -1,121 -2%
ACM
145
Azimuth Capital Management
Michigan
$4.3M +$46.4K +600 +1%
CGH
146
Crossmark Global Holdings
Texas
$3.91M -$934K -12,094 -19%
BA
147
BKS Advisors
Michigan
$3.82M +$10.4K +134 +0.3%
EAM
148
Eagle Asset Management
Florida
$3.76M – – –
RWM
149
Rench Wealth Management
Texas
$3.7M -$60.3K -780 -2%
LPL Financial
150
LPL Financial
California
$3.6M +$800K +10,354 +29%
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