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Bank of Montreal
BMO

Overview Fund Activity

443 hedge funds and large institutions have $20.4B invested in Bank of Montreal in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 142 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
-10
Holders Change %
-2.21%
% of All Funds
9.64%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
46
Increased
133
Reduced
142
Closed
52
Calls
$253M
Puts
$246M
Net Calls
+$6.9M
Net Calls Change
-$12.5M

Top Buyers

1
Canada Life
Canada Life
Manitoba, Canada
+$430M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$230M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$107M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$99.7M
5
MSE
MUFG Securities EMEA
United Kingdom
+$80.9M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$571M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$122M
3
Franklin Resources
Franklin Resources
California
-$75.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$65M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAME
226
Lombard Odier Asset Management (Europe)
United Kingdom
$673K – – –
SGI
227
Summit Global Investments
Utah
$665K +$38.8K +515 +6%
IIM
228
Ipswich Investment Management
Massachusetts
$664K – – –
NA
229
Neuburgh Advisers
California
$661K +$81.4K +1,122 +14%
William Blair & Company
230
William Blair & Company
Illinois
$649K -$125K -1,656 -16%
DADC
231
D.A. Davidson & Co
Montana
$642K +$15.2K +202 +2%
DMIC
232
Dixon Mitchell Investment Counsel
British Columbia, Canada
$639K -$243K -3,215 -28%
JAM
233
JCIC Asset Management
Ontario, Canada
$639K – – –
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$625K +$32.6K +432 +5%
Creative Planning
235
Creative Planning
Kansas
$602K -$169K -2,240 -22%
ABC
236
Associated Banc-Corp
Wisconsin
$600K +$196K +2,600 +49%
TRCT
237
Tower Research Capital (TRC)
New York
$581K -$788K -10,443 -58%
ST
238
Smithfield Trust
Pennsylvania
$580K – – –
LM
239
Lincluden Management
Ontario, Canada
$567K +$7.28K +7,355 +1%
BB
240
Busey Bank
Illinois
$567K – – –
RHBC
241
R.H. Bluestein & Co
Michigan
$566K – – –
PA
242
Probity Advisors
Texas
$560K +$5.36K +71 +1%
CGA
243
Crescent Grove Advisors
Illinois
$559K -$7.54K -100 -1%
Luther King Capital Management (LKCM)
244
Luther King Capital Management (LKCM)
Texas
$547K +$68.4K +907 +14%
FCM
245
Flinton Capital Management
Pennsylvania
$545K +$67.1K +924 +14%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$528K -$5.66K -75 -1%
SP
247
Symmetry Partners
Connecticut
$521K +$521K +6,878 New
NL
248
NWAM LLC
Washington
$519K – – –
BFEC
249
Benjamin F. Edwards & Company
Missouri
$495K -$15.1K -200 -3%
ED
250
Exane Derivatives
France
$489K +$489K +6,465 New
8 9
10
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