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Bank of Montreal
BMO

Overview Fund Activity

438 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 131 increasing their positions, 157 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
-15
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.62%
New
53
Increased
131
Reduced
157
Closed
65
Calls
$224M
Puts
$268M
Net Calls
-$44.5M
Net Calls Change
-$31.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$86.4M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$81.8M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$58.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$48.1M
5
IIM
Intact Investment Management
Quebec, Canada
+$44M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$197M
2
Fidelity International
Fidelity International
Bermuda
-$163M
3
GC
Guardian Capital
Ontario, Canada
-$113M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$99.2M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$1.69M +$1.69M +25,788 New
Ameriprise
177
Ameriprise
Minnesota
$1.68M -$52.7K -808 -3%
WF
178
WoodTrust Financial
Wisconsin
$1.65M -$151K -2,317 -8%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$1.64M -$197K -3,015 -11%
BDS
180
Banco de Sabadell
Florida
$1.58M +$400K +4,500 +34%
AG
181
Advisor Group
Arizona
$1.45M +$1.51K +23 +0.1%
BFS
182
Baskin Financial Services
Ontario, Canada
$1.38M -$118K -1,807 -8%
T. Rowe Price Associates
183
T. Rowe Price Associates
Maryland
$1.36M – – –
EAM
184
Erste Asset Management
Austria
$1.33M +$1.33M +20,500 New
JFGIW
185
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.31M -$51.5K -788 -4%
ACS
186
Archford Capital Strategies
Illinois
$1.3M -$12.2K -186 -0.9%
PIC
187
Portland Investment Counsel
Ontario, Canada
$1.29M +$497K +7,600 +63%
NGA
188
Naples Global Advisors
Florida
$1.19M +$11.5K +165 +1%
Assenagon Asset Management
189
Assenagon Asset Management
Luxembourg
$1.18M +$537K +8,218 +84%
NSAM
190
North Star Asset Management
Wisconsin
$1.15M -$5.1K -78 -0.4%
GCA
191
Gideon Capital Advisors
New York
$1.14M +$1.14M +17,468 New
SBSB
192
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.1M -$27.8K -425 -2%
DTL
193
Dynamic Technology Lab
Singapore
$1.06M -$1.19M -18,166 -53%
DCP
194
DSM Capital Partners
Florida
$1.06M +$259K +3,950 +32%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$1.05M +$101K +1,551 +11%
MIM
196
Manitou Investment Management
Ontario, Canada
$1.05M -$82.4K -1,000 -7%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$985K +$243K +3,712 +33%
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$975K +$975K +14,927 New
ED
199
Exane Derivatives
France
$966K +$966K +14,764 New
FCI
200
Financial Counselors Inc
Kansas
$916K – – –
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