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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 %
OWD
276
Osborn Williams & Donohoe
Ohio
$347K – – –
FFN
277
Focus Financial Network
Minnesota
$344K – – –
CAM
278
Cozad Asset Management
Illinois
$340K – – –
Squarepoint
279
Squarepoint
New York
$338K +$338K +4,577 New
FBFS
280
First Business Financial Services
Wisconsin
$334K -$74 -1 -0%
RP
281
Rowlandmiller & Partners
Georgia
$331K – – –
LC
282
Landaas & Company
Wisconsin
$327K -$7.37K -100 -2%
VOYA Investment Management
283
VOYA Investment Management
Georgia
$325K -$13.9K -189 -4%
BOH
284
Bank of Hawaii
Hawaii
$321K +$30.3K +411 +10%
Capital International Investors
285
Capital International Investors
California
$317K +$317K +4,300 New
AT
286
Arden Trust
Delaware
$315K -$9.96K -135 -3%
AAS
287
Annex Advisory Services
Wisconsin
$313K +$79.6K +1,079 +34%
GHCM
288
Glen Harbor Capital Management
California
$309K +$2.29K +32 +0.7%
AWM
289
AE Wealth Management
Kansas
$307K -$12K -162 -4%
AFC
290
AFT Forsyth & Company
Florida
$303K – – –
BJL
291
Brighton Jones LLC
Washington
$300K – – –
QCG
292
Quadrant Capital Group
Ohio
$299K -$20K -276 -6%
SMC
293
Smith, Moore & Co
Missouri
$299K – – –
BCM
294
Boltwood Capital Management
California
$295K – – –
HPC
295
HM Payson & Co
Maine
$295K – – –
JIC
296
Johnson Investment Counsel
Ohio
$291K -$18.5K -250 -6%
NSIM
297
North Star Investment Management
Illinois
$287K +$74 +1 +0%
LOAMS
298
Lombard Odier Asset Management (Switzerland)
Switzerland
$286K +$67.9K +922 +31%
S
299
SignatureFD
Georgia
$270K +$23.1K +313 +9%
PG
300
Patten Group
Tennessee
$265K -$7.36K -100 -3%
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