BMO icon

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 %
CCA
326
Checchi Capital Advisers
California
$216K +$216K +2,781 New
CG
327
Caprock Group
Idaho
$216K +$216K +2,788 New
SSB
328
Sandy Spring Bank
Maryland
$215K – – –
NPPM
329
North Point Portfolio Managers
Ohio
$213K – – –
BSW
330
Buckingham Strategic Wealth
Missouri
$211K +$211K +2,724 New
SMC
331
Smith, Moore & Co
Missouri
$209K -$106K -1,367 -34%
KWM
332
Kingsview Wealth Management
Oregon
$207K +$207K +2,674 New
BAM
333
Belpointe Asset Management
Nevada
$203K +$67.7K +875 +50%
CCIA
334
Campbell & Co Investment Adviser
Maryland
$200K +$200K +2,582 New
ED
335
Exane Derivatives
France
$195K – – –
WAP
336
Wealthcare Advisory Partners
Pennsylvania
$194K – – –
IRC
337
Investors Research Corp
Georgia
$167K – – –
PP
338
Pacifica Partners
Canada
$157K +$157K +2,024 New
PA
339
Parallel Advisors
California
$146K +$18K +232 +14%
LC
340
Lindbrook Capital
California
$138K +$7.78K +100 +6%
KOCAA
341
Knights of Columbus Asset Advisors
Connecticut
$135K +$135K +1,736 New
LFG
342
LifePlan Financial Group
Ohio
$125K – – –
PAM
343
Panagora Asset Management
Massachusetts
$112K -$916K -11,829 -89%
WB
344
Webster Bank
Connecticut
$109K – – –
VFA
345
Valeo Financial Advisors
Indiana
$108K – – –
FWM
346
FSA Wealth Management
Massachusetts
$108K +$108K +1,395 New
BWA
347
BDO Wealth Advisors
Florida
$105K – – –
SCA
348
Stonebridge Capital Advisors
Minnesota
$104K +$14.7K +190 +17%
BCWM
349
Bartlett & Co Wealth Management
Ohio
$103K – – –
AF
350
Allworth Financial
California
$101K +$101K +1,300 New
12 13
14
15 16