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Bank of Montreal
BMO

Overview Fund Activity

439 hedge funds and large institutions have $22B invested in Bank of Montreal in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 121 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+11
Holders Change %
+2.57%
% of All Funds
10.06%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.76%
New
47
Increased
121
Reduced
161
Closed
31
Calls
$231M
Puts
$210M
Net Calls
+$21.1M
Net Calls Change
+$70.9M

Top Buyers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
$485M
2
Fidelity International
Fidelity International
Bermuda
$213M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$845M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$252M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.99B

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$502M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$47.3M
3
Citadel Advisors
Citadel Advisors
Florida
$17.8M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$858M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
176
Mainstay Capital Management
Michigan
$1.76M -$183K -2,369 -9%
JFGIW
177
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.68M -$80.1K -1,037 -5%
BFS
178
Baskin Financial Services
Ontario, Canada
$1.67M -$137K -1,768 -8%
SBSB
179
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.66M -$437K -5,658 -21%
QIM
180
Quantitative Investment Management
Virginia
$1.61M -$1.31M -16,900 -45%
T. Rowe Price Associates
181
T. Rowe Price Associates
Maryland
$1.61M +$131K +1,700 +9%
JG
182
Jefferies Group
New York
$1.59M +$1.09M +14,066 +217%
PAM
183
Panagora Asset Management
Massachusetts
$1.56M +$1.39M +17,994 +800%
ACS
184
Archford Capital Strategies
Illinois
$1.54M -$53K -686 -3%
WAM
185
World Asset Management
Michigan
$1.49M -$493K -6,389 -25%
NSAM
186
North Star Asset Management
Wisconsin
$1.4M -$10K -130 -0.7%
BNP Paribas Asset Management
187
BNP Paribas Asset Management
France
$1.37M -$639K -8,274 -32%
AAM
188
Advisors Asset Management
Colorado
$1.32M +$43.9K +568 +3%
NGA
189
Naples Global Advisors
Florida
$1.32M – – –
ZIG
190
Zurich Insurance Group
Switzerland
$1.31M – – –
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$1.3M -$134K -1,734 -9%
Capital Fund Management (CFM)
192
Capital Fund Management (CFM)
France
$1.29M +$1.29M +16,745 New
WCA
193
Waratah Capital Advisors
Ontario, Canada
$1.29M +$1.29M +16,670 New
DCP
194
DSM Capital Partners
Florida
$1.24M – – –
MIM
195
Manitou Investment Management
Ontario, Canada
$1.14M – – –
CS
196
Credential Securities
$1.13M +$398K +5,147 +54%
PP
197
Prudential plc
United Kingdom
$1.13M -$396K -5,130 -26%
CIA
198
Cascade Investment Advisors
Oregon
$1.11M -$332K -4,300 -23%
FCI
199
Financial Counselors Inc
Kansas
$1.08M +$202K +2,618 +23%
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$1.07M -$266K -3,442 -20%
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