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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 124 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+15
Holders Change %
+3.42%
% of All Funds
9.82%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.65%
New
54
Increased
124
Reduced
164
Closed
36
Calls
$226M
Puts
$207M
Net Calls
+$19.4M
Net Calls Change
+$63.9M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$102M
2
SEI Investments
SEI Investments
Pennsylvania
+$99.4M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$74.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$55.6M
5
Legal & General Group
Legal & General Group
United Kingdom
+$54.3M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
-$395M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$114M
3
IIM
Intact Investment Management
Quebec, Canada
-$66.3M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$62.2M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
226
James Investment Research
Ohio
$805K -$11.2K -150 -1%
OCAM
227
Onex Canada Asset Management
Ontario, Canada
$797K -$28.4K -380 -3%
William Blair & Company
228
William Blair & Company
Illinois
$767K +$89.9K +1,202 +13%
Creative Planning
229
Creative Planning
Kansas
$765K -$87.1K -1,163 -10%
MWNA
230
Marshall Wace North America
New York
$749K -$3.3M -44,100 -82%
QI
231
QS Investors
New York
$740K -$8.97K -120 -1%
CRC
232
Curi RMB Capital
Illinois
$734K +$224K +2,995 +44%
WAM
233
World Asset Management
Michigan
$725K – – –
CI
234
Cigna Investments
Connecticut
$681K – – –
IIM
235
Ipswich Investment Management
Massachusetts
$659K – – –
JAM
236
JCIC Asset Management
Ontario, Canada
$633K – – –
SGI
237
Summit Global Investments
Utah
$621K -$179K -2,397 -22%
DADC
238
D.A. Davidson & Co
Montana
$621K +$621K +8,306 New
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$607K +$42.3K +561 +7%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$588K +$588K +7,855 New
NA
241
Neuburgh Advisers
California
$585K – – –
ST
242
Smithfield Trust
Pennsylvania
$575K – – –
BB
243
Busey Bank
Illinois
$562K -$3.74K -50 -0.7%
CGA
244
Crescent Grove Advisors
Illinois
$562K – – –
RHBC
245
R.H. Bluestein & Co
Michigan
$561K – – –
ECM
246
Element Capital Management
New York
$553K -$328K -4,379 -37%
PA
247
Probity Advisors
Texas
$550K +$57.1K +763 +12%
HJA
248
Hugh Johnson Advisors
New York
$546K -$6.88K -92 -1%
BCM
249
BlueCrest Capital Management
Jersey
$545K +$234K +3,133 +75%
PWP
250
Private Wealth Partners
California
$541K +$541K +7,237 New
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