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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 %
Prudential Financial
276
Prudential Financial
New Jersey
$357K – – –
CAM
277
Cozad Asset Management
Illinois
$357K +$75 +1 +0%
GAM
278
Gotham Asset Management
New York
$351K +$351K +4,696 New
FFN
279
Focus Financial Network
Minnesota
$349K +$349K +4,671 New
DWT
280
Dorsey & Whitney Trust
South Dakota
$349K – – –
AT
281
Arden Trust
Delaware
$344K – – –
LC
282
Landaas & Company
Wisconsin
$340K -$11.2K -150 -3%
FBFS
283
First Business Financial Services
Wisconsin
$339K -$149 -2 -0%
PAM
284
Premier Asset Management
Illinois
$339K – – –
FTIOP
285
Fiduciary Trust International of Pennsylvania
Pennsylvania
$338K -$22.4K -300 -6%
RP
286
Rowlandmiller & Partners
Georgia
$335K – – –
JPMPWA
287
J.P. Morgan Private Wealth Advisors
California
$326K -$187K -2,496 -36%
SMC
288
Smith, Moore & Co
Missouri
$326K – – –
CGT
289
Capital Guardian Trust
California
$322K – – –
SWM
290
SVA Wealth Management
Wisconsin
$315K -$203K -2,716 -39%
JIC
291
Johnson Investment Counsel
Ohio
$313K – – –
AAM
292
American Asset Management
Florida
$311K – – –
AFC
293
AFT Forsyth & Company
Florida
$308K – – –
BJL
294
Brighton Jones LLC
Washington
$302K – – –
RCM
295
Riverhead Capital Management
Delaware
$300K – – –
BCM
296
Boltwood Capital Management
California
$299K – – –
BCM
297
Bridgeway Capital Management
Texas
$299K +$299K +4,000 New
NAS
298
Nicolet Advisory Services
Wisconsin
$292K +$292K +3,907 New
NSIM
299
North Star Investment Management
Illinois
$291K +$75 +1 +0%
CB
300
Commerce Bank
Missouri
$290K +$4.64K +62 +2%
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