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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 %
AIM
376
Advantage Investment Management
Iowa
$30K – – –
WT
377
Whittier Trust
California
$30K +$1.93K +26 +7%
QCIG
378
Quad-Cities Investment Group
Iowa
$27K – – –
WAS
379
Winch Advisory Services
Wisconsin
$26K – – –
CLOS
380
Compagnie Lombard Odier SCmA
Switzerland
$25K – – –
GI
381
Gradient Investments
Minnesota
$23K – – –
MSFP
382
Mark Sheptoff Financial Planning
Connecticut
$22K +$22K +300 New
MIP
383
Mondrian Investment Partners
United Kingdom
$21K +$99 +1 +0.5%
PB
384
Pinnacle Bancorp
Nebraska
$20K – – –
PCG
385
Private Capital Group
Connecticut
$20K +$1.23K +17 +7%
LB
386
Legacy Bridge
Iowa
$19K – – –
FANJ
387
Financial Architects (New Jersey)
New Jersey
$18K – – –
SBL
388
Sargent Bickham Lagudis
Colorado
$16K – – –
BL
389
Balentine LLC
Georgia
$15K – – –
ACA
390
Atlas Capital Advisors
Wyoming
$14K +$2.43K +33 +21%
FGAM
391
Financial Gravity Asset Management
Texas
$12K -$9.83K -131 -45%
FWM
392
Focused Wealth Management
New York
$11K – – –
TC
393
Truvestments Capital
Florida
$11K – – –
1IA
394
1834 Investment Advisors
Wisconsin
$10K -$52.9K -740 -84%
TCM
395
Tradewinds Capital Management
Washington
$9K – – –
AAP
396
Arax Advisory Partners
Colorado
$9K – – –
FHA
397
Flagship Harbor Advisors
Massachusetts
$9K +$2.9K +40 +48%
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
LF
399
Lee Financial
Texas
$7K -$7K -100 -50%
RIA
400
Realta Investment Advisors
Delaware
$7K – – –
14 15
16
17 18