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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 %
AAM
201
Advisors Asset Management
Colorado
$900K -$161K -2,460 -15%
CIA
202
Cascade Investment Advisors
Oregon
$889K -$8.17K -125 -0.9%
CQS
203
Credential Qtrade Securities
$865K -$80.5K -1,233 -9%
FWCM
204
Ferguson Wellman Capital Management
Oregon
$854K -$7.84K -120 -0.9%
AC
205
Addenda Capital
Quebec, Canada
$843K +$843K +12,909 New
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$837K -$144K -2,206 -15%
State Street
207
State Street
Massachusetts
$812K -$32.2K -493 -4%
FAB
208
First American Bank
Illinois
$802K – – –
DMIC
209
Dixon Mitchell Investment Counsel
British Columbia, Canada
$778K -$36.5K -559 -4%
GIBU
210
Gulf International Bank (UK)
United Kingdom
$772K – – –
ECM
211
Element Capital Management
New York
$769K +$306K +4,686 +66%
Luther King Capital Management (LKCM)
212
Luther King Capital Management (LKCM)
Texas
$764K +$14.2K +218 +2%
MSAM
213
Moloney Securities Asset Management
Missouri
$762K +$47.9K +734 +7%
TYCC
214
Texas Yale Capital Corp
Florida
$751K +$20.3K +310 +3%
VanEck Associates
215
VanEck Associates
New York
$745K +$53.8K +823 +8%
Creative Planning
216
Creative Planning
Kansas
$744K +$36.3K +555 +5%
OCAM
217
Onex Canada Asset Management
Ontario, Canada
$720K -$14.4K -220 -2%
JIR
218
James Investment Research
Ohio
$713K – – –
LNWWM
219
Laird Norton Wetherby Wealth Management
California
$699K -$88.9K -1,359 -11%
SGI
220
Summit Global Investments
Utah
$699K -$26K -398 -4%
IG
221
ING Group
Netherlands
$654K +$654K +10,000 New
SEI Investments
222
SEI Investments
Pennsylvania
$650K -$165 -2 -0%
HI
223
HBK Investments
Texas
$647K +$647K +9,900 New
QI
224
QS Investors
New York
$646K – – –
WAM
225
World Asset Management
Michigan
$634K -$432K -6,600 -41%
7 8
9
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