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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 %
QCG
301
Quadrant Capital Group
Ohio
$283K +$14K +190 +5%
QT
302
Quantbot Technologies
New York
$276K -$303K -4,064 -52%
GHCM
303
Glen Harbor Capital Management
California
$275K – – –
BAM
304
Belpointe Asset Management
Nevada
$269K +$269K +3,594 New
PG
305
Patten Group
Tennessee
$266K +$29.1K +390 +12%
OC
306
Oarsman Capital
Wisconsin
$264K – – –
FMBTD
307
First Midwest Bank Trust Division
Illinois
$262K – – –
MJP
308
Michael J. Puzo
$262K – – –
DHFB
309
Dixon Hubard Feinour & Brown
Virginia
$261K – – –
BOH
310
Bank of Hawaii
Hawaii
$260K -$65K -870 -20%
GAM
311
Griffin Asset Management
New York
$259K -$59.8K -798 -19%
KA
312
KLCM Advisors
Wisconsin
$256K +$973 +13 +0.4%
BNP Paribas Financial Markets
313
BNP Paribas Financial Markets
France
$249K – – –
BOPW
314
Brandywine Oak Private Wealth
Pennsylvania
$247K -$12.5K -167 -5%
KAM
315
Kassirer Asset Management
Ontario, Canada
$242K – – –
FIM
316
Freedom Investment Management
Connecticut
$240K +$240K +3,201 New
AAS
317
Annex Advisory Services
Wisconsin
$237K -$17.6K -235 -7%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$237K – – –
S
319
SignatureFD
Georgia
$236K -$47.6K -635 -17%
LRPA
320
L. Roy Papp & Associates
Arizona
$236K – – –
BBHC
321
Brown Brothers Harriman & Co
New York
$230K – – –
BW
322
Bison Wealth
Georgia
$224K +$224K +3,000 New
ONB
323
Old National Bancorp
Indiana
$222K -$17.8K -238 -7%
LOAMS
324
Lombard Odier Asset Management (Switzerland)
Switzerland
$222K – – –
ST
325
Sabal Trust
Florida
$221K -$18.4M -246,168 -99%
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