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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 %
RWM
151
Rench Wealth Management
Texas
$3.87M -$74.9K -908 -2%
RE
152
RBC Europe
United Kingdom
$3.81M +$157K +1,904 +4%
PWA
153
Providence Wealth Advisors
Illinois
$3.77M – – –
LPL Financial
154
LPL Financial
California
$3.74M -$96.3K -1,167 -3%
AAIM
155
American Assets Investment Management
California
$3.64M – – –
BCIM
156
British Columbia Investment Management
British Columbia, Canada
$3.6M -$1.36M -21,314 -27%
LSV Asset Management
157
LSV Asset Management
Illinois
$3.57M -$49.5K -600 -1%
PFP
158
Pinnacle Financial Partners
Tennessee
$3.35M +$103K +1,246 +3%
JG
159
Jefferies Group
New York
$3.32M +$1.63M +19,704 +96%
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.27M – – –
KJHP
161
K.J. Harrison & Partners
Ontario, Canada
$3.25M +$5.19K +63 +0.2%
RMC
162
Resources Management Corp
Connecticut
$3.14M +$3.14M +29,516 New
Stifel Financial
163
Stifel Financial
Missouri
$3.12M -$28.4M -344,544 -90%
Federated Hermes
164
Federated Hermes
Pennsylvania
$3.09M -$7.98M -96,652 -72%
MME
165
Meag Munich Ergo
Germany
$3.05M – – –
Comerica Bank
166
Comerica Bank
Texas
$3.04M +$141K +1,800 +5%
ZIG
167
Zurich Insurance Group
Switzerland
$3.02M +$1.62M +19,637 +116%
SLA
168
Silver Lake Advisory
Utah
$2.97M +$17.7K +215 +0.6%
DTL
169
Dynamic Technology Lab
Singapore
$2.84M +$2.49M +30,192 +718%
CP
170
Cumberland Partners
Ontario, Canada
$2.79M +$383K +4,653 +16%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$2.74M -$21.5K -258 -0.8%
PP
172
Prudential plc
United Kingdom
$2.66M +$1.45M +17,600 +121%
GC
173
Guggenheim Capital
Illinois
$2.65M -$157K -1,901 -6%
EVM
174
Eaton Vance Management
Massachusetts
$2.46M +$2.09M +25,288 +562%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$2.41M +$90.5K +1,097 +4%
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