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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 %
PP
326
Patten & Patten
Tennessee
$219K +$219K +2,922 New
FA
327
FDx Advisors
Illinois
$219K +$219K +2,932 New
MA
328
MANA Advisors
New York
$218K +$218K +2,910 New
NB
329
Nicolet Bankshares
Wisconsin
$214K +$214K +2,866 New
V
330
Veritable
Delaware
$212K +$212K +2,834 New
MPPLM
331
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$209K +$209K +2,799 New
LPT
332
Legacy Private Trust
Wisconsin
$207K +$207K +2,762 New
BA
333
Boston Advisors
Massachusetts
$206K +$206K +2,749 New
NPPM
334
North Point Portfolio Managers
Ohio
$206K +$206K +2,750 New
PTC
335
Private Trust Company
Ohio
$206K +$206K +2,760 New
BRWA
336
B. Riley Wealth Advisors
Florida
$205K -$51.2K -684 -20%
CBU
337
CIBC Bank USA
Illinois
$204K +$204K +2,720 New
IC
338
Inscription Capital
Texas
$202K -$76K -1,016 -27%
UCFA
339
United Capital Financial Advisors
Texas
$201K +$201K +2,685 New
FHA
340
Flagship Harbor Advisors
Massachusetts
$189K +$180K +2,416 +1,980%
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$187K – – –
IRC
342
Investors Research Corp
Georgia
$161K +$161K +2,157 New
CFN
343
Cordasco Financial Network
Florida
$156K +$4.11K +55 +3%
PFO
344
Pathstone Family Office
New Jersey
$155K +$155K +2,075 New
CAM
345
Columbia Asset Management
Michigan
$146K – – –
O
346
Ossiam
France
$127K +$127K +1,700 New
HI
347
Hudock Inc
Pennsylvania
$124K -$9.92K -133 -7%
LFG
348
LifePlan Financial Group
Ohio
$121K – – –
AF
349
Advisornet Financial
Minnesota
$114K – – –
TCOV
350
Trust Company of Vermont
Vermont
$112K -$7.54K -101 -6%
12 13
14
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