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Bank of Montreal
BMO

Overview Fund Activity

446 hedge funds and large institutions have $20.7B invested in Bank of Montreal in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 137 increasing their positions, 127 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+16
Holders Change %
+3.72%
% of All Funds
8.81%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.39%
New
64
Increased
137
Reduced
127
Closed
35
Calls
$342M
Puts
$215M
Net Calls
+$128M
Net Calls Change
+$38.6M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
+$103M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$76.7M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$71.4M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$47.5M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$43.6M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$563M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$228M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$203M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$105M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$73.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
226
Ipswich Investment Management
Massachusetts
$682K – – –
MCM
227
Marathon Capital Management
Maryland
$664K +$664K +8,580 New
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$663K +$9.46K +122 +1%
PA
229
Probity Advisors
Texas
$660K +$10.5K +135 +2%
QP
230
Quilter Plc
United Kingdom
$659K +$659K +8,489 New
JAM
231
JCIC Asset Management
Ontario, Canada
$651K -$1.47K -19 -0.2%
VCS
232
Vaughan & Co Securities
New Jersey
$626K +$626K +8,072 New
BAM
233
Blueshift Asset Management
New Jersey
$624K +$18.3K +236 +3%
O
234
Ossiam
France
$621K +$520K +6,700 +515%
BB
235
Busey Bank
Illinois
$602K -$18.9K -244 -3%
ST
236
Smithfield Trust
Pennsylvania
$596K – – –
Creative Planning
237
Creative Planning
Kansas
$595K -$132K -1,704 -18%
RHBC
238
R.H. Bluestein & Co
Michigan
$581K – – –
DMIC
239
Dixon Mitchell Investment Counsel
British Columbia, Canada
$577K -$21.7K -280 -4%
AAM
240
Advisors Asset Management
Colorado
$575K -$74.9K -966 -12%
CIA
241
CSat Investment Advisory
Michigan
$572K +$29.5K +381 +5%
CGA
242
Crescent Grove Advisors
Illinois
$568K -$10.1K -130 -2%
ABC
243
Associated Banc-Corp
Wisconsin
$568K – – –
JPMPWA
244
J.P. Morgan Private Wealth Advisors
California
$538K +$122K +1,572 +29%
NL
245
NWAM LLC
Washington
$533K – – –
CRC
246
Curi RMB Capital
Illinois
$525K -$278K -3,587 -35%
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$519K -$2.79K -36 -0.5%
MME
248
Meag Munich Ergo
Germany
$518K – – –
AG
249
Algert Global
California
$509K +$509K +6,565 New
CA
250
Commerzbank Aktiengesellschaft
Germany
$504K -$9.32M -120,207 -95%
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