BMO icon

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 %
SEC
176
Seven Eight Capital
New York
$1.58M +$1.58M +20,900 New
Twin Tree Management
177
Twin Tree Management
Texas
$1.55M +$1.55M +20,484 New
CP
178
Cumberland Partners
Ontario, Canada
$1.51M +$38.7K +513 +3%
VRS
179
Virginia Retirement Systems
Virginia
$1.5M -$7.55K -100 -0.5%
PP
180
Prudential plc
United Kingdom
$1.49M +$363K +4,800 +32%
T. Rowe Price Associates
181
T. Rowe Price Associates
Maryland
$1.45M – – –
CIA
182
Cascade Investment Advisors
Oregon
$1.41M -$295K -3,910 -17%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$1.41M -$10.5K -139 -0.7%
NP
184
Ninepoint Partners
Ontario, Canada
$1.38M +$1.38M +18,300 New
NSAM
185
North Star Asset Management
Wisconsin
$1.38M -$22.7K -300 -2%
Voloridge Investment Management
186
Voloridge Investment Management
Florida
$1.33M +$1.33M +17,636 New
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$1.31M -$38.2K -505 -3%
NGA
188
Naples Global Advisors
Florida
$1.29M -$1.89K -25 -0.1%
SFI
189
Susquehanna Fundamental Investments
Pennsylvania
$1.29M +$1.29M +17,000 New
ZIG
190
Zurich Insurance Group
Switzerland
$1.28M +$1.28M +17,000 New
AAM
191
Advisors Asset Management
Colorado
$1.26M +$55.1K +725 +5%
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
$1.21M +$46.6K +617 +4%
SB
193
Suntrust Banks
Georgia
$1.17M -$552K -7,303 -32%
1IA
194
1834 Investment Advisors
Wisconsin
$1.14M -$1.51K -20 -0.1%
MIM
195
Manitou Investment Management
Ontario, Canada
$1.11M +$151K +2,000 +16%
KCM
196
Karp Capital Management
California
$1.07M +$47.1K +623 +5%
AT
197
Arden Trust
Delaware
$1.05M -$8.92K -118 -0.8%
CL
198
CPWM LLC
Washington
$1.05M +$1.05M +13,860 New
DMIC
199
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.03M -$25.7K -341 -2%
SI
200
Stephens Inc
Arkansas
$1.03M +$32.6K +432 +3%
6 7
8
9 10