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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 %
BFEC
251
Benjamin F. Edwards & Company
Missouri
$493K -$15.5K -200 -3%
PAM
252
Premier Asset Management
Illinois
$488K -$562K -7,250 -54%
AAS
253
Annex Advisory Services
Wisconsin
$485K +$157K +2,029 +48%
TT
254
TI-Trust
Illinois
$481K +$481K +6,200 New
OC
255
Oppenheimer & Co
New York
$477K +$61.3K +790 +15%
WAM
256
World Asset Management
Michigan
$470K -$126K -1,627 -21%
CB
257
Commerce Bank
Missouri
$470K -$23.7K -305 -5%
Luther King Capital Management (LKCM)
258
Luther King Capital Management (LKCM)
Texas
$447K -$106K -1,364 -19%
ECM
259
Evergreen Capital Management
Washington
$433K -$12K -155 -3%
LOAMS
260
Lombard Odier Asset Management (Switzerland)
Switzerland
$429K +$38K +378 +10%
DWT
261
Dorsey & Whitney Trust
South Dakota
$415K – – –
NAS
262
Nicolet Advisory Services
Wisconsin
$400K +$7.13K +92 +2%
TI
263
Trexquant Investment
Connecticut
$396K +$396K +5,105 New
QCG
264
Quadrant Capital Group
Ohio
$389K +$77.7K +1,032 +25%
BCM
265
Brookstone Capital Management
Illinois
$386K +$155 +2 +0%
SPIA
266
Steward Partners Investment Advisory
New York
$379K -$25.1K -324 -6%
Prudential Financial
267
Prudential Financial
New Jersey
$370K – – –
SBH
268
Segall Bryant & Hamill
Illinois
$367K -$7.8K -100 -2%
MML Investors Services
269
MML Investors Services
Massachusetts
$365K -$57.7K -744 -14%
OWD
270
Osborn Williams & Donohoe
Ohio
$364K – – –
FFN
271
Focus Financial Network
Minnesota
$362K – – –
CBU
272
CIBC Bank USA
Illinois
$358K +$147K +1,897 +70%
FBFS
273
First Business Financial Services
Wisconsin
$351K – – –
RP
274
Rowlandmiller & Partners
Georgia
$347K – – –
LC
275
Landaas & Company
Wisconsin
$344K – – –
9 10
11
12 13