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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 %
BCM
201
BlueCrest Capital Management
Jersey
$1.22M +$605K +7,327 +98%
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$1.2M +$48.5K +587 +4%
CQS
203
Credential Qtrade Securities
$1.2M +$1.2M +14,492 New
FCI
204
Financial Counselors Inc
Kansas
$1.16M – – –
CIA
205
Cascade Investment Advisors
Oregon
$1.13M -$49.5K -600 -4%
MIM
206
Manitou Investment Management
Ontario, Canada
$1.13M -$82.3K -1,000 -7%
FWCM
207
Ferguson Wellman Capital Management
Oregon
$1.09M – – –
State Street
208
State Street
Massachusetts
$1.07M -$16.9K -205 -2%
DMIC
209
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.03M -$75.5K -916 -7%
FAB
210
First American Bank
Illinois
$1.01M +$1.01M +12,271 New
DCP
211
DSM Capital Partners
Florida
$1.01M – – –
PIC
212
Portland Investment Counsel
Ontario, Canada
$999K – – –
LNWWM
213
Laird Norton Wetherby Wealth Management
California
$994K +$29.7K +360 +3%
GIBU
214
Gulf International Bank (UK)
United Kingdom
$974K -$15.9M -192,461 -94%
TI
215
Trexquant Investment
Connecticut
$963K +$963K +11,666 New
Luther King Capital Management (LKCM)
216
Luther King Capital Management (LKCM)
Texas
$947K -$18.6K -226 -2%
LOAMS
217
Lombard Odier Asset Management (Switzerland)
Switzerland
$940K +$450K +5,453 +92%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$938K +$4.38K +53 +0.5%
OCAM
219
Onex Canada Asset Management
Ontario, Canada
$928K +$312K +3,785 +51%
TYCC
220
Texas Yale Capital Corp
Florida
$922K – – –
SGI
221
Summit Global Investments
Utah
$916K +$130K +1,570 +16%
MSAM
222
Moloney Securities Asset Management
Missouri
$902K -$14.4K -174 -2%
JIR
223
James Investment Research
Ohio
$900K -$62.7K -760 -7%
Creative Planning
224
Creative Planning
Kansas
$894K -$76K -921 -8%
VanEck Associates
225
VanEck Associates
New York
$872K +$54K +654 +7%
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