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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 %
DVM
201
Dreman Value Management
Florida
$1.01M – – –
FWCM
202
Ferguson Wellman Capital Management
Oregon
$1M -$141K -1,860 -12%
Luther King Capital Management (LKCM)
203
Luther King Capital Management (LKCM)
Texas
$990K -$238K -3,155 -19%
TSS
204
Two Sigma Securities
New York
$973K +$973K +12,870 New
State Street
205
State Street
Massachusetts
$970K -$763K -10,093 -44%
FAB
206
First American Bank
Illinois
$927K – – –
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$927K +$142K +1,878 +18%
DCP
208
DSM Capital Partners
Florida
$921K +$921K +12,200 New
PIC
209
Portland Investment Counsel
Ontario, Canada
$915K – – –
Creative Planning
210
Creative Planning
Kansas
$888K +$43.4K +574 +5%
FA
211
FDx Advisors
Illinois
$875K -$234K -3,089 -21%
JIR
212
James Investment Research
Ohio
$866K -$6.29M -83,210 -88%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$863K +$10.4K +138 +1%
FCI
214
Financial Counselors Inc
Kansas
$862K -$18.6K -246 -2%
MSAM
215
Moloney Securities Asset Management
Missouri
$850K -$76.1K -1,007 -8%
TYCC
216
Texas Yale Capital Corp
Florida
$844K – – –
CBA
217
Coastal Bridge Advisors
Connecticut
$844K +$844K +11,175 New
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$830K +$1.97K +26 +0.2%
TG
219
TCW Group
California
$816K +$816K +10,800 New
IIM
220
Ipswich Investment Management
Massachusetts
$797K – – –
LNWWM
221
Laird Norton Wetherby Wealth Management
California
$784K +$35.2K +466 +5%
MWNA
222
Marshall Wace North America
New York
$778K +$264K +3,500 +51%
RHBC
223
R.H. Bluestein & Co
Michigan
$756K +$378K +5,000 +100%
AG
224
Advisor Group
Arizona
$731K -$36.3K -480 -5%
SGI
225
Summit Global Investments
Utah
$720K -$70.3K -930 -9%
7 8
9
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