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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 %
VOYA Investment Management
276
VOYA Investment Management
Georgia
$343K – – –
BOH
277
Bank of Hawaii
Hawaii
$342K +$4.27K +55 +1%
C
278
Cerebellum
California
$341K -$152K -1,965 -31%
AWM
279
AE Wealth Management
Kansas
$331K +$8.84K +114 +3%
CAM
280
Cozad Asset Management
Illinois
$330K -$27.5K -355 -8%
MWNA
281
Marshall Wace North America
New York
$318K -$5.66M -73,011 -95%
AT
282
Arden Trust
Delaware
$317K -$14.2K -183 -4%
BJL
283
Brighton Jones LLC
Washington
$314K -$1.32K -17 -0.4%
SC
284
Steph & Co
Wisconsin
$311K +$311K +4,010 New
HPC
285
HM Payson & Co
Maine
$310K – – –
BCM
286
Boltwood Capital Management
California
$310K – – –
AFC
287
AFT Forsyth & Company
Florida
$309K -$9.69K -125 -3%
PG
288
Patten Group
Tennessee
$309K +$30.2K +390 +11%
JIC
289
Johnson Investment Counsel
Ohio
$305K – – –
NSIM
290
North Star Investment Management
Illinois
$302K +$77 +1 +0%
TIM
291
Thompson Investment Management
Wisconsin
$300K -$77.7K -1,002 -21%
GC
292
Guggenheim Capital
Illinois
$285K +$39.6K +511 +16%
CFN
293
Cordasco Financial Network
Florida
$279K +$88.9K +1,146 +47%
JIR
294
James Investment Research
Ohio
$275K – – –
MJP
295
Michael J. Puzo
$271K – – –
KOMWMG
296
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$271K +$271K +3,498 New
DHFB
297
Dixon Hubard Feinour & Brown
Virginia
$270K – – –
SWM
298
SVA Wealth Management
Wisconsin
$269K – – –
UCFA
299
United Capital Financial Advisors
Texas
$268K +$268K +3,463 New
KA
300
KLCM Advisors
Wisconsin
$265K – – –
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