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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 %
ONB
301
Old National Bancorp
Indiana
$260K +$22.4K +289 +9%
CBT
302
Capital Bank & Trust
California
$260K +$69.2K +892 +36%
BNP Paribas Financial Markets
303
BNP Paribas Financial Markets
France
$258K – – –
American Century Companies
304
American Century Companies
Missouri
$256K +$256K +3,305 New
AAM
305
American Asset Management
Florida
$253K -$23.3K -300 -8%
AP
306
Advisor Partners
California
$253K +$253K +3,204 New
FMBTD
307
First Midwest Bank Trust Division
Illinois
$249K -$23.3K -300 -9%
BW
308
Bison Wealth
Georgia
$248K +$5.42K +70 +2%
ASN
309
Advisory Services Network
Georgia
$246K -$22.7K -294 -8%
LRPA
310
L. Roy Papp & Associates
Arizona
$244K – – –
SAG
311
Spotlight Asset Group
Illinois
$242K +$242K +4,500 New
BBHC
312
Brown Brothers Harriman & Co
New York
$239K – – –
GAM
313
Griffin Asset Management
New York
$239K +$543 +7 +0.2%
FC
314
FORA Capital
Florida
$238K +$238K +3,072 New
OC
315
Oarsman Capital
Wisconsin
$234K -$1.78K -23 -0.8%
PNC
316
Park National Corp
Ohio
$231K – – –
QI
317
QS Investors
New York
$231K – – –
VFA
318
Voya Financial Advisors
Connecticut
$230K +$6.4K +83 +3%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$228K -$18.1K -233 -7%
PP
320
Patten & Patten
Tennessee
$226K – – –
PTC
321
Private Trust Company
Ohio
$225K – – –
AF
322
Advisornet Financial
Minnesota
$222K -$29.1K -375 -12%
NB
323
Nicolet Bankshares
Wisconsin
$222K – – –
LPT
324
Legacy Private Trust
Wisconsin
$220K – – –
Nomura Asset Management
325
Nomura Asset Management
Japan
$217K – – –
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13
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