BMO icon

Bank of Montreal
BMO

Overview Fund Activity

443 hedge funds and large institutions have $20.4B invested in Bank of Montreal in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 142 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
-10
Holders Change %
-2.21%
% of All Funds
9.64%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
46
Increased
133
Reduced
142
Closed
52
Calls
$253M
Puts
$246M
Net Calls
+$6.9M
Net Calls Change
-$12.5M

Top Buyers

1
Canada Life
Canada Life
Manitoba, Canada
+$430M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$230M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$107M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$99.7M
5
MSE
MUFG Securities EMEA
United Kingdom
+$80.9M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$571M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$122M
3
Franklin Resources
Franklin Resources
California
-$75.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$65M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
276
First Business Financial Services
Wisconsin
$342K – – –
QI
277
QS Investors
New York
$338K -$408K -5,415 -55%
RP
278
Rowlandmiller & Partners
Georgia
$338K – – –
PAM
279
Premier Asset Management
Illinois
$337K -$5.66K -75 -2%
AT
280
Arden Trust
Delaware
$332K -$15.1K -200 -4%
CB
281
Commerce Bank
Missouri
$329K +$36.8K +488 +13%
QCG
282
Quadrant Capital Group
Ohio
$328K +$42.9K +577 +15%
AWM
283
AE Wealth Management
Kansas
$326K +$326K +4,318 New
CGT
284
Capital Guardian Trust
California
$325K – – –
JIC
285
Johnson Investment Counsel
Ohio
$316K – – –
AAM
286
American Asset Management
Florida
$314K – – –
GHCM
287
Glen Harbor Capital Management
California
$311K +$38.3K +528 +14%
AFC
288
AFT Forsyth & Company
Florida
$310K – – –
BJL
289
Brighton Jones LLC
Washington
$307K +$2.42K +32 +0.8%
SMC
290
Smith, Moore & Co
Missouri
$306K -$22.6K -300 -7%
BCM
291
Boltwood Capital Management
California
$302K – – –
HPC
292
HM Payson & Co
Maine
$302K +$302K +4,000 New
JPMPWA
293
J.P. Morgan Private Wealth Advisors
California
$298K -$30.8K -408 -9%
BOH
294
Bank of Hawaii
Hawaii
$297K +$34.8K +462 +13%
CIA
295
CSat Investment Advisory
Michigan
$297K +$297K +3,933 New
NAS
296
Nicolet Advisory Services
Wisconsin
$295K +$226 +3 +0.1%
NSIM
297
North Star Investment Management
Illinois
$294K +$75 +1 +0%
LOAMS
298
Lombard Odier Asset Management (Switzerland)
Switzerland
$293K – – –
BAM
299
Belpointe Asset Management
Nevada
$283K +$11.3K +150 +4%
PG
300
Patten Group
Tennessee
$279K +$10.6K +140 +4%
10 11
12
13 14