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Bank of Montreal
BMO

Overview Fund Activity

430 hedge funds and large institutions have $20.3B invested in Bank of Montreal in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 138 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-13
Holders Change %
-2.93%
% of All Funds
9.44%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.42%
New
37
Increased
140
Reduced
138
Closed
46
Calls
$366M
Puts
$277M
Net Calls
+$89M
Net Calls Change
+$82.1M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$563M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$140M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$136M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$128M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$97.6M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$616M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$470M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$214M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$73.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
351
Bray Capital Advisors
Florida
$85K – – –
ZB
352
Zions Bancorporation
Utah
$84K +$84K +1,137 New
SWA
353
Sutton Wealth Advisors
Florida
$81.3K – – –
Mitsubishi UFJ Asset Management
354
Mitsubishi UFJ Asset Management
Japan
$80K +$7.41K +100 +10%
AIC
355
Ameritas Investment Company
Nebraska
$79K +$79K +1,073 New
HNB
356
Huntington National Bank
Ohio
$75K – – –
ClearBridge Investments
357
ClearBridge Investments
New York
$74K – – –
EFSCE
358
Enterprise Financial Services Corp (EFSC)
Missouri
$62K -$5.11K -69 -8%
CFB
359
Cullen/Frost Bankers
Texas
$61K – – –
CTB
360
Country Trust Bank
Illinois
$59K – – –
CAC
361
Certified Advisory Corp
Florida
$53K +$223 +3 +0.4%
TWA
362
TCI Wealth Advisors
Arizona
$52K – – –
APA
363
American Portfolios Advisors
New York
$47.2K +$1.4K +19 +3%
CTC
364
Central Trust Company
Missouri
$45K -$3.63K -50 -7%
GRP
365
Global Retirement Partners
California
$44K -$1.18K -16 -3%
PGAM
366
Princeton Global Asset Management
New Jersey
$44K – – –
UBS AM
367
UBS AM
Illinois
$38.4K – – –
KPCM
368
Kings Point Capital Management
New York
$38K – – –
NFG
369
Next Financial Group
Texas
$37K -$877 -12 -2%
CAPTRUST Financial Advisors
370
CAPTRUST Financial Advisors
North Carolina
$37K – – –
GIC
371
Gantzert Investment Company
Illinois
$33K – – –
EIP
372
Ellis Investment Partners
Pennsylvania
$33K +$288 +4 +0.9%
HCA
373
Horan Capital Advisors
Ohio
$33K +$33K +450 New
SF
374
Synovus Financial
Georgia
$32K – – –
AssetMark Inc
375
AssetMark Inc
California
$31K +$1.04K +14 +3%
13 14
15
16 17