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Bank of Montreal
BMO

Overview Fund Activity

430 hedge funds and large institutions have $20.3B invested in Bank of Montreal in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 138 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-13
Holders Change %
-2.93%
% of All Funds
9.44%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.42%
New
37
Increased
140
Reduced
138
Closed
46
Calls
$366M
Puts
$277M
Net Calls
+$89M
Net Calls Change
+$82.1M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$563M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$140M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$136M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$128M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$97.6M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$616M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$470M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$214M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$73.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAME
251
Lombard Odier Asset Management (Europe)
United Kingdom
$501K – – –
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$497K -$18.9K -256 -4%
MME
253
Meag Munich Ergo
Germany
$494K +$28.7K +390 +6%
BFEC
254
Benjamin F. Edwards & Company
Missouri
$484K – – –
QT
255
Quantbot Technologies
New York
$473K +$473K +6,414 New
C
256
Cerebellum
California
$470K +$470K +6,370 New
CB
257
Commerce Bank
Missouri
$469K +$147K +2,000 +46%
Wolverine Trading
258
Wolverine Trading
Illinois
$433K +$433K +5,885 New
CL
259
CPWM LLC
Washington
$432K -$21.1K -286 -5%
TAM
260
Tyers Asset Management
Texas
$425K +$3.15K +44 +0.7%
ECM
261
Evergreen Capital Management
Washington
$424K +$1.03K +14 +0.2%
MML Investors Services
262
MML Investors Services
Massachusetts
$402K -$67.7K -917 -14%
DWT
263
Dorsey & Whitney Trust
South Dakota
$396K +$51.8K +700 +15%
JPMPWA
264
J.P. Morgan Private Wealth Advisors
California
$396K +$105K +1,428 +36%
NP
265
NorthRock Partners
Minnesota
$396K +$396K +5,370 New
OC
266
Oppenheimer & Co
New York
$395K -$590 -8 -0.1%
SPIA
267
Steward Partners Investment Advisory
New York
$385K -$17.8K -242 -4%
ECM
268
ExodusPoint Capital Management
New York
$379K +$379K +5,140 New
NAS
269
Nicolet Advisory Services
Wisconsin
$374K +$85.7K +1,162 +30%
BCM
270
Brookstone Capital Management
Illinois
$367K +$221 +3 +0.1%
USAA
271
United Services Automobile Association
Texas
$366K -$3.68M -50,000 -91%
TIM
272
Thompson Investment Management
Wisconsin
$359K -$18.4K -250 -5%
SBH
273
Segall Bryant & Hamill
Illinois
$355K -$14.8K -200 -4%
Prudential Financial
274
Prudential Financial
New Jersey
$352K – – –
RCM
275
Riverhead Capital Management
Delaware
$350K +$10.6K +148 +3%
9 10
11
12 13