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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 %
TCOV
351
Trust Company of Vermont
Vermont
$99K -$13.1K -170 -12%
SFS
352
Sowell Financial Services
Arkansas
$93K -$9.7K -125 -9%
BCA
353
Bray Capital Advisors
Florida
$89K – – –
Mitsubishi UFJ Asset Management
354
Mitsubishi UFJ Asset Management
Japan
$89K +$5.27K +68 +6%
ZB
355
Zions Bancorporation
Utah
$87K -$772 -10 -0.9%
SWA
356
Sutton Wealth Advisors
Florida
$85.4K – – –
HI
357
Hudock Inc
Pennsylvania
$83K -$14.8K -192 -15%
FGAM
358
Financial Gravity Asset Management
Texas
$83K -$71.4K -74 -46%
TI
359
tru Independence
Oregon
$80K +$80K +2,401 New
HNB
360
Huntington National Bank
Ohio
$79K +$232 +3 +0.3%
FCM
361
Firestone Capital Management
Florida
$78K +$78K +1,000 New
ClearBridge Investments
362
ClearBridge Investments
New York
$77K – – –
BlackRock
363
BlackRock
New York
$70K +$70K +905 New
DSC
364
Duncker Streett & Co
Missouri
$66K +$66K +850 New
EFSCE
365
Enterprise Financial Services Corp (EFSC)
Missouri
$65K – – –
CTB
366
Country Trust Bank
Illinois
$62K – – –
CAC
367
Certified Advisory Corp
Florida
$55K +$230 +3 +0.4%
AssetMark Inc
368
AssetMark Inc
California
$53K +$20.5K +262 +63%
APA
369
American Portfolios Advisors
New York
$48.5K -$1.09K -14 -2%
CTC
370
Central Trust Company
Missouri
$48K – – –
Rockefeller Capital Management
371
Rockefeller Capital Management
New York
$44K -$62.3K -800 -59%
KPCM
372
Kings Point Capital Management
New York
$40K – – –
NFG
373
Next Financial Group
Texas
$39K – – –
TWA
374
TCI Wealth Advisors
Arizona
$37K -$17.9K -230 -33%
GIC
375
Gantzert Investment Company
Illinois
$35K – – –
13 14
15
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