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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 %
AAIM
126
American Assets Investment Management
California
$4.58M +$1.7M +26,000 +59%
Federated Hermes
127
Federated Hermes
Pennsylvania
$4.45M +$2M +30,576 +82%
LCP
128
Legacy Capital Partners
Wisconsin
$4.35M +$27.1K +415 +0.6%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$4.32M -$142K -2,172 -3%
FNBOMD
130
First National Bank of Mount Dora
Florida
$4.3M +$46.1K +705 +1%
GWM
131
Geneos Wealth Management
Colorado
$4.28M -$35.9K -551 -0.8%
HighTower Advisors
132
HighTower Advisors
Illinois
$4.17M -$137K -2,094 -3%
USAA
133
United Services Automobile Association
Texas
$3.93M – – –
VMPIC
134
Varma Mutual Pension Insurance Co
Finland
$3.92M -$3.92M -60,000 -50%
BTS
135
BB&T Securities
Virginia
$3.87M -$669K -10,238 -15%
CGH
136
Crossmark Global Holdings
Texas
$3.86M +$12K +184 +0.3%
QC
137
Quadrature Capital
United Kingdom
$3.78M -$9.45M -144,400 -71%
HS
138
Hazelview Securities
Ontario, Canada
$3.69M -$3.75M -57,319 -50%
M&T Bank
139
M&T Bank
New York
$3.67M -$95.4K -1,460 -3%
MWNA
140
Marshall Wace North America
New York
$3.53M +$2.95M +45,200 +508%
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$3.53M -$174K -2,666 -5%
RJA
142
Raymond James & Associates
Florida
$3.52M -$2.99M -45,711 -46%
RG
143
Rathbones Group
United Kingdom
$3.45M -$327K -5,000 -9%
ACM
144
Azimuth Capital Management
Michigan
$3.24M +$20.6K +315 +0.6%
CS
145
Candriam SCA
Luxembourg
$3.22M -$9.47K -145 -0.3%
US Bancorp
146
US Bancorp
Minnesota
$3.22M -$859K -13,150 -21%
EAM
147
Eagle Asset Management
Florida
$3.18M – – –
LPL Financial
148
LPL Financial
California
$3.05M +$89.3K +1,366 +3%
Jane Street
149
Jane Street
New York
$3.02M -$2.9M -44,369 -49%
RE
150
RBC Europe
United Kingdom
$3.02M +$5.36K +82 +0.2%
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