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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 %
BWL
176
Bogart Wealth LLC
Virginia
$2.39M +$94.8K +1,149 +4%
CFMC
177
Curbstone Financial Management Corp
New Hampshire
$2.34M -$24.8K -300 -1%
RJFSA
178
Raymond James Financial Services Advisors
Florida
$2.32M +$55.8K +676 +2%
WF
179
WoodTrust Financial
Wisconsin
$2.28M – – –
DR
180
Davis Rea
Ontario, Canada
$2.22M +$25.5K +310 +1%
Ameriprise
181
Ameriprise
Minnesota
$2.19M +$34.3K +415 +2%
WCA
182
Waratah Capital Advisors
Ontario, Canada
$2.08M +$709K +8,615 +52%
BFS
183
Baskin Financial Services
Ontario, Canada
$1.89M +$110K +1,337 +6%
AG
184
Advisor Group
Arizona
$1.83M +$994K +12,023 +119%
BCM
185
Baltimore Capital Management
Maryland
$1.75M -$330K -3,995 -16%
MCM
186
Mainstay Capital Management
Michigan
$1.74M -$134K -1,618 -7%
Citadel Advisors
187
Citadel Advisors
Florida
$1.73M -$17.3M -209,722 -91%
JFGIW
188
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72M -$69.1K -837 -4%
T. Rowe Price Associates
189
T. Rowe Price Associates
Maryland
$1.72M – – –
ACS
190
Archford Capital Strategies
Illinois
$1.65M +$13.5K +164 +0.8%
BNP Paribas Asset Management
191
BNP Paribas Asset Management
France
$1.48M +$15.3K +186 +1%
NSAM
192
North Star Asset Management
Wisconsin
$1.46M -$36.7K -445 -2%
BDS
193
Banco de Sabadell
Florida
$1.44M +$1.44M +13,300 New
Twin Tree Management
194
Twin Tree Management
Texas
$1.43M -$3.32M -40,210 -70%
SBSB
195
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.42M -$352K -4,269 -20%
NGA
196
Naples Global Advisors
Florida
$1.4M -$12.4K -150 -0.9%
WAM
197
World Asset Management
Michigan
$1.35M -$245K -2,972 -15%
AAM
198
Advisors Asset Management
Colorado
$1.34M -$72.3K -876 -5%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$1.24M +$107K +1,300 +9%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$1.24M -$152K -1,848 -11%
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