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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 %
FWM
401
Focused Wealth Management
New York
$12K – – –
FHA
402
Flagship Harbor Advisors
Massachusetts
$10K – – –
TCM
403
Tradewinds Capital Management
Washington
$10K – – –
IWP
404
IAG Wealth Partners
Wisconsin
$10K +$10K +125 New
TAIM
405
TD Ameritrade Investment Management
Nebraska
$9K +$4.43K +60 +97%
WQ
406
Wealth Quarterback
New Jersey
$8.86K +$8.86K +114 New
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
MF
408
Manchester Financial
California
$8K +$8K +100 New
HFS
409
HBC Financial Services
Washington
$8K +$8K +100 New
CFA
410
Carroll Financial Associates
North Carolina
$8K +$8K +105 New
FHA
411
First Horizon Advisors
Tennessee
$7K – – –
TFO
412
Tarbox Family Office
California
$7K – – –
MWC
413
MBM Wealth Consultants
Missouri
$7K – – –
RIA
414
Realta Investment Advisors
Delaware
$7K – – –
MG
415
MilWealth Group
Wisconsin
$6.67K – – –
DAM
416
Delta Asset Management
Tennessee
$6K – – –
LIA
417
LS Investment Advisors
Michigan
$6K – – –
EARNEST Partners
418
EARNEST Partners
Georgia
$6K – – –
AA
419
Advisory Alpha
Michigan
$4.85K – – –
THWM
420
Taylor Hoffman Wealth Management
Virginia
$4K – – –
BWM
421
BerganKDV Wealth Management
Minnesota
$4K – – –
IFAM
422
Institutional & Family Asset Management
Colorado
$4K – – –
WCM
423
Wealthcare Capital Management
Virginia
$4K +$4K +54 New
EW
424
Evoke Wealth
California
$3.45K -$77 -1 -2%
FP
425
Financial Perspectives
Minnesota
$3.26K +$3.26K +42 New
15 16
17
18 19