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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 %
SWM
301
SVA Wealth Management
Wisconsin
$269K -$48K -637 -15%
FMBTD
302
First Midwest Bank Trust Division
Illinois
$265K – – –
MJP
303
Michael J. Puzo
$264K – – –
DHFB
304
Dixon Hubard Feinour & Brown
Virginia
$263K – – –
Mariner
305
Mariner
Kansas
$263K +$263K +3,486 New
ASN
306
Advisory Services Network
Georgia
$262K +$163K +2,162 +164%
GAM
307
Griffin Asset Management
New York
$261K +$527 +7 +0.2%
KA
308
KLCM Advisors
Wisconsin
$258K – – –
OC
309
Oarsman Capital
Wisconsin
$257K -$9.05K -120 -3%
S
310
SignatureFD
Georgia
$253K +$15.3K +203 +6%
BNP Paribas Financial Markets
311
BNP Paribas Financial Markets
France
$251K – – –
UCFA
312
United Capital Financial Advisors
Texas
$245K +$42.2K +558 +21%
KAM
313
Kassirer Asset Management
Ontario, Canada
$244K – – –
PP
314
Pegasus Partners
Wisconsin
$244K +$244K +3,239 New
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$239K – – –
AAS
316
Annex Advisory Services
Wisconsin
$239K – – –
LRPA
317
L. Roy Papp & Associates
Arizona
$238K – – –
BBHC
318
Brown Brothers Harriman & Co
New York
$232K – – –
BW
319
Bison Wealth
Georgia
$226K – – –
FFG
320
Fortem Financial Group
California
$222K +$222K +2,938 New
PP
321
Patten & Patten
Tennessee
$220K – – –
NB
322
Nicolet Bankshares
Wisconsin
$216K – – –
FIM
323
Freedom Investment Management
Connecticut
$215K -$27.1K -358 -11%
Nomura Asset Management
324
Nomura Asset Management
Japan
$212K +$212K +2,800 New
AP
325
Advisor Partners
California
$211K +$211K +2,797 New
11 12
13
14 15