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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 %
HCA
376
Horan Capital Advisors
Ohio
$35K – – –
SF
377
Synovus Financial
Georgia
$34K – – –
TA
378
TFG Advisers
Michigan
$34K +$34K +446 New
GRP
379
Global Retirement Partners
California
$33K -$13.9K -177 -30%
WT
380
Whittier Trust
California
$31K – – –
EP
381
Eudaimonia Partners
Tennessee
$30K +$30K +388 New
TRCT
382
Tower Research Capital (TRC)
New York
$29K -$2.11M -27,849 -99%
FANJ
383
Financial Architects (New Jersey)
New Jersey
$29K +$9.51K +122 +49%
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$28K +$27.9K +362 +36,200%
WAS
385
Winch Advisory Services
Wisconsin
$27K – – –
CLOS
386
Compagnie Lombard Odier SCmA
Switzerland
$26K – – –
CFB
387
Cullen/Frost Bankers
Texas
$25K -$38.9K -500 -61%
GI
388
Gradient Investments
Minnesota
$24K – – –
MSFP
389
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
MIP
390
Mondrian Investment Partners
United Kingdom
$21K – – –
PB
391
Pinnacle Bancorp
Nebraska
$21K – – –
SMFS
392
Squar Milner Financial Services
California
$19K +$19K +250 New
EIP
393
Ellis Investment Partners
Pennsylvania
$18K -$17.5K -226 -49%
AAP
394
Arax Advisory Partners
Colorado
$17K +$7.76K +100 +84%
KPW
395
Kore Private Wealth
New York
$17K +$17K +215 New
TPWA
396
TRUE Private Wealth Advisors
Oregon
$17K +$17K +225 New
BL
397
Balentine LLC
Georgia
$16K – – –
SBL
398
Sargent Bickham Lagudis
Colorado
$16K – – –
RCA
399
Ranch Capital Advisors
Florida
$15K +$15K +188 New
ACA
400
Atlas Capital Advisors
Wyoming
$14.7K – – –
14 15
16
17 18