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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 %
QIM
151
Quantitative Investment Management
Virginia
$2.86M +$1.42M +18,800 +99%
D.E. Shaw & Co
152
D.E. Shaw & Co
New York
$2.84M -$7.68M -101,639 -73%
Comerica Bank
153
Comerica Bank
Texas
$2.78M +$35.1K +468 +1%
LPL Financial
154
LPL Financial
California
$2.73M +$333K +4,408 +14%
KJHP
155
K.J. Harrison & Partners
Ontario, Canada
$2.67M -$284K -3,761 -10%
SLA
156
Silver Lake Advisory
Utah
$2.66M -$29.8K -395 -1%
PFP
157
Pinnacle Financial Partners
Tennessee
$2.66M +$386K +5,104 +17%
Wellington Management Group
158
Wellington Management Group
Massachusetts
$2.58M -$1.61M -21,335 -38%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$2.5M -$53.4K -707 -2%
MF
160
MHI Funds
New York
$2.24M +$302 +4 +0%
CFMC
161
Curbstone Financial Management Corp
New Hampshire
$2.17M +$1.07M +14,140 +97%
ED
162
Exane Derivatives
France
$2.15M -$202K -2,700 -9%
WF
163
WoodTrust Financial
Wisconsin
$2.09M -$9.75K -129 -0.5%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$2.06M +$274K +3,622 +15%
SBSB
165
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.05M +$427K +5,658 +26%
BWL
166
Bogart Wealth LLC
Virginia
$2.05M +$152K +1,991 +8%
DR
167
Davis Rea
Ontario, Canada
$2.01M +$110K +1,463 +6%
BNP Paribas Asset Management
168
BNP Paribas Asset Management
France
$1.97M -$389K -5,152 -17%
WAM
169
World Asset Management
Michigan
$1.94M -$816K -10,799 -30%
BCM
170
Baltimore Capital Management
Maryland
$1.93M -$30.2K -400 -2%
MCM
171
Mainstay Capital Management
Michigan
$1.9M +$48.5K +642 +3%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$1.85M +$5.14K +68 +0.3%
BFS
173
Baskin Financial Services
Ontario, Canada
$1.76M +$52.3K +694 +3%
JFGIW
174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72M +$2.12K +28 +0.1%
ACS
175
Archford Capital Strategies
Illinois
$1.65M +$99K +1,237 +6%
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