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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 %
BIAS
251
Beacon Investment Advisory Services
New Jersey
$539K – – –
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$529K -$138K -1,841 -21%
ACM
253
AlphaCrest Capital Management
New York
$527K +$237K +3,163 +82%
SB
254
Suntrust Banks
Georgia
$516K +$516K +6,890 New
NL
255
NWAM LLC
Washington
$514K -$33.6K -450 -6%
LOAME
256
Lombard Odier Asset Management (Europe)
United Kingdom
$510K – – –
BFEC
257
Benjamin F. Edwards & Company
Missouri
$506K -$34.8K -465 -6%
MML Investors Services
258
MML Investors Services
Massachusetts
$502K -$18.6K -249 -4%
FCM
259
Flinton Capital Management
Pennsylvania
$482K – – –
Luther King Capital Management (LKCM)
260
Luther King Capital Management (LKCM)
Texas
$475K -$401K -5,353 -46%
PP
261
Paloma Partners
Connecticut
$475K +$475K +6,353 New
CL
262
CPWM LLC
Washington
$466K -$8.75K -117 -2%
SPIA
263
Steward Partners Investment Advisory
New York
$454K -$30K -401 -6%
MME
264
Meag Munich Ergo
Germany
$439K +$439K +5,862 New
OC
265
Oppenheimer & Co
New York
$415K +$93.4K +1,247 +29%
ECM
266
Evergreen Capital Management
Washington
$411K +$14.6K +195 +4%
ABC
267
Associated Banc-Corp
Wisconsin
$401K -$824 -11 -0.2%
TIM
268
Thompson Investment Management
Wisconsin
$398K -$5.61K -75 -1%
ACM
269
Ativo Capital Management
Illinois
$382K +$382K +5,108 New
TAM
270
Tyers Asset Management
Texas
$379K – – –
SCM
271
Shaolin Capital Management
Florida
$374K +$374K +5,000 New
BCM
272
Brookstone Capital Management
Illinois
$372K -$599 -8 -0.2%
SBH
273
Segall Bryant & Hamill
Illinois
$372K +$1.11K +15 +0.3%
OWD
274
Osborn Williams & Donohoe
Ohio
$360K – – –
DTL
275
Dynamic Technology Lab
Singapore
$358K -$856K -11,446 -71%
9 10
11
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