BMO icon

Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$744M
3
Newport Trust Company
3
Newport Trust Company
District of Columbia
$112M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$729M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$358M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
ETC
2
Evercore Trust Company
New York
$0
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.94B
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$755M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
201
Envestnet Asset Management
Illinois
$1.23M 15,359 +814 +6%
FWCM
202
Ferguson Wellman Capital Management
Oregon
$1.21M 15,140 -1,000 -6%
1IA
203
1834 Investment Advisors
Wisconsin
$1.21M 15,140 +11,487 +314%
PP
204
Prudential plc
United Kingdom
$1.19M 14,900 -3,400 -19%
FA
205
FDx Advisors
Illinois
$1.17M 14,664 +640 +5%
CFMC
206
Curbstone Financial Management Corp
New Hampshire
$1.16M 14,540 -14,740 -50%
DMIC
207
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.13M 14,019 -866 -6%
AT
208
Arden Trust
Delaware
$1.12M 14,016 +104 +0.7%
MML Investors Services
209
MML Investors Services
Massachusetts
$1.1M 13,780 +15 +0.1%
KCM
210
Karp Capital Management
California
$1.08M 13,500 +13,500 New
DVM
211
Dreman Value Management
Florida
$1.07M 13,369 – –
SI
212
Stephens Inc
Arkansas
$1.05M 13,146 +61 +0.5%
MIM
213
Manitou Investment Management
Ontario, Canada
$1.02M 12,701 – –
JPMPWA
214
J.P. Morgan Private Wealth Advisors
California
$1M 12,496 +4,032 +48%
FAB
215
First American Bank
Illinois
$982K 12,271 – –
MSAM
216
Moloney Securities Asset Management
Missouri
$981K 12,256 +492 +4%
PIC
217
Portland Investment Counsel
Ontario, Canada
$969K 12,110 +12,110 New
FCI
218
Financial Counselors Inc
Kansas
$932K 11,648 -500 -4%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$902K 11,277 -18 -0.2%
Creative Planning
220
Creative Planning
Kansas
$894K 11,177 -209 -2%
TYCC
221
Texas Yale Capital Corp
Florida
$894K 11,175 – –
BTIS
222
BB&T Investment Services
North Carolina
$880K 10,996 +3,880 +55%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$876K 10,951 +111 +1%
Jane Street
224
Jane Street
New York
$848K 10,592 -74,877 -88%
Capital Fund Management (CFM)
225
Capital Fund Management (CFM)
France
$846K 10,575 +7,237 +217%
7 8
9
10 11