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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24B invested in Bank of Montreal in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+14
Holders Change %
+3.19%
% of All Funds
10.37%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
47
Increased
138
Reduced
158
Closed
30
Calls
$260M
Puts
$273M
Net Calls
-$13M
Net Calls Change
-$34.1M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$396M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.39B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.58B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87.3M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$586M

Top Sellers

1
UBS AM
UBS AM
Illinois
$39.9K
2
TD Asset Management
TD Asset Management
Ontario, Canada
$1.81B
3
OAC
OMERS Administration Corp
Ontario, Canada
$412M
4
Canada Life
Canada Life
Manitoba, Canada
$480M
5
Renaissance Technologies
Renaissance Technologies
New York
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
126
Raymond James & Associates
Florida
$8.21M -$665K -8,062 -7%
AAF
127
Andra AP-fonden
Sweden
$7.78M -$309K -2,900 -4%
Jane Street
128
Jane Street
New York
$7.48M +$6.87M +83,220 +1,125%
CAM
129
Claret Asset Management
Quebec, Canada
$6.75M -$1.65K -20 -0%
BAM
130
Burgundy Asset Management
Ontario, Canada
$6.58M +$3.29M +40,000 +100%
LC
131
Lubar & Co
Wisconsin
$6.5M – – –
DZ Bank
132
DZ Bank
Germany
$6.49M -$2.51M -30,436 -28%
BTS
133
BB&T Securities
Virginia
$5.73M -$1.4M -16,967 -20%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$5.63M -$111K -1,352 -2%
GWM
135
Geneos Wealth Management
Colorado
$5.47M -$157K -1,901 -3%
LCP
136
Legacy Capital Partners
Wisconsin
$5.46M -$93.6K -1,134 -2%
HighTower Advisors
137
HighTower Advisors
Illinois
$5.43M +$36.3K +440 +0.7%
FNBOMD
138
First National Bank of Mount Dora
Florida
$5.37M +$512K +6,200 +11%
NEI
139
Northwest & Ethical Investments
Ontario, Canada
$5.36M -$1.22M -14,745 -19%
US Bancorp
140
US Bancorp
Minnesota
$5.15M +$30.8K +373 +0.6%
USAA
141
United Services Automobile Association
Texas
$4.96M – – –
CGH
142
Crossmark Global Holdings
Texas
$4.86M +$680K +8,244 +16%
RG
143
Rathbones Group
United Kingdom
$4.77M – – –
M&T Bank
144
M&T Bank
New York
$4.76M -$807K -9,785 -15%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$4.68M -$22.4K -271 -0.5%
Macquarie Group
146
Macquarie Group
Australia
$4.61M +$4.61M +55,900 New
CS
147
Candriam SCA
Luxembourg
$4.08M +$706K +8,560 +21%
ACM
148
Azimuth Capital Management
Michigan
$4.06M -$527K -6,385 -11%
EAM
149
Eagle Asset Management
Florida
$4.02M – – –
BA
150
BKS Advisors
Michigan
$3.93M -$144K -1,743 -4%
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