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Bank of Montreal
BMO

Overview Fund Activity

443 hedge funds and large institutions have $20.4B invested in Bank of Montreal in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 142 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
-10
Holders Change %
-2.21%
% of All Funds
9.64%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.57%
New
46
Increased
133
Reduced
142
Closed
52
Calls
$253M
Puts
$246M
Net Calls
+$6.9M
Net Calls Change
-$12.5M

Top Buyers

1
Canada Life
Canada Life
Manitoba, Canada
+$430M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$230M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$107M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$99.7M
5
MSE
MUFG Securities EMEA
United Kingdom
+$80.9M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$571M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$122M
3
Franklin Resources
Franklin Resources
California
-$75.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$65M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
426
BerganKDV Wealth Management
Minnesota
$4K – – –
THWM
427
Taylor Hoffman Wealth Management
Virginia
$4K – – –
W
428
WealthStone
Ohio
$3.47K +$3.47K +46 New
M
429
MOTCO
Texas
$3K -$59.2K -789 -95%
TSW
430
Thompson Siegel & Walmsley
Virginia
$3K – – –
WTC
431
WhitTier Trust Company
Nevada
$3K – – –
LWA
432
Lenox Wealth Advisors
New York
$3K – – –
AWM
433
Avior Wealth Management
Nebraska
$3K +$3K +36 New
TAIM
434
TD Ameritrade Investment Management
Nebraska
$3K +$3K +37 New
TFGT
435
TS Financial Group (TSFG)
Illinois
$2K – – –
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
PWP
437
Personal Wealth Partners
Minnesota
$2K +$2K +33 New
CFG
438
Citizens Financial Group
Rhode Island
$1K – – –
BWM
439
Baystate Wealth Management
Massachusetts
$1K – – –
Parallax Volatility Advisers
440
Parallax Volatility Advisers
California
$1K +$1K +14 New
GT
441
Glenmede Trust
Pennsylvania
$155 -$27 -357 -15%
Acadian Asset Management
442
Acadian Asset Management
Massachusetts
– -$571M -7,631,800 Closed
AQR Capital Management
443
AQR Capital Management
Connecticut
– -$46.8M -625,325 Closed
SRAIM
444
Scheer Rowlett & Associates Investment Management
Ontario, Canada
– -$22.3M -297,479 Closed
CCMG
445
Clark Capital Management Group
Pennsylvania
– -$20.4M -272,809 Closed
BCM
446
Barometer Capital Management
Ontario, Canada
– -$18.8M -187,620 Closed
BNP Paribas Asset Management
447
BNP Paribas Asset Management
France
– -$7.28M -97,271 Closed
FNBOMD
448
First National Bank of Mount Dora
Florida
– -$4.72M -63,081 Closed
N
449
Natixis
France
– -$3.68M -48,959 Closed
IP
450
Isthmus Partners
Wisconsin
– -$8.58M -34,352 Closed
16 17
18
19 20