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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
+$477M
2
Fidelity International
Fidelity International
Bermuda
+$213M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$189M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$71.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$63.7M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$456M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$257M
3
Citadel Advisors
Citadel Advisors
Florida
-$115M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$102M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
201
Natixis Advisors
Massachusetts
$1.06M +$1.06M +13,732 New
DMIC
202
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.03M -$22.5K -291 -2%
FWCM
203
Ferguson Wellman Capital Management
Oregon
$1.02M -$6.95K -90 -0.7%
State Street
204
State Street
Massachusetts
$1.02M +$23.5K +304 +2%
Envestnet Asset Management
205
Envestnet Asset Management
Illinois
$940K -$295K -3,819 -24%
PIC
206
Portland Investment Counsel
Ontario, Canada
$936K – – –
SB
207
Suntrust Banks
Georgia
$929K -$272K -3,522 -23%
Creative Planning
208
Creative Planning
Kansas
$908K -$155 -2 -0%
Luther King Capital Management (LKCM)
209
Luther King Capital Management (LKCM)
Texas
$904K -$108K -1,394 -11%
LNWWM
210
Laird Norton Wetherby Wealth Management
California
$903K +$102K +1,315 +13%
JIR
211
James Investment Research
Ohio
$902K +$16.2K +210 +2%
QI
212
QS Investors
New York
$895K +$438K +5,677 +96%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$874K -$8.35K -108 -0.9%
AT
214
Arden Trust
Delaware
$863K -$211K -2,731 -20%
TYCC
215
Texas Yale Capital Corp
Florida
$863K – – –
MSAM
216
Moloney Securities Asset Management
Missouri
$858K -$11.1K -144 -1%
AFC
217
AFT Forsyth & Company
Florida
$856K +$89K +477 +12%
William Blair & Company
218
William Blair & Company
Illinois
$795K +$84.3K +1,091 +12%
AG
219
Advisor Group
Arizona
$784K +$36.7K +475 +5%
ClearBridge Investments
220
ClearBridge Investments
New York
$773K – – –
VanEck Associates
221
VanEck Associates
New York
$767K +$732K +9,466 +2,122%
SGI
222
Summit Global Investments
Utah
$736K – – –
SPIA
223
Steward Partners Investment Advisory
New York
$716K +$281K +3,643 +65%
JAM
224
JCIC Asset Management
Ontario, Canada
$714K +$19.8K +256 +3%
TRCT
225
Tower Research Capital (TRC)
New York
$706K +$210K +2,710 +42%
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