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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 %
CFG
426
Citizens Financial Group
Rhode Island
$1K – – –
BWM
427
Baystate Wealth Management
Massachusetts
$1K – – –
GT
428
Glenmede Trust
Pennsylvania
$171 +$20 +272 +13%
Mawer Investment Management
429
Mawer Investment Management
Alberta, Canada
– -$214M -2,833,136 Closed
PAMP
430
Polar Asset Management Partners
Ontario, Canada
– -$13.6M -180,800 Closed
PR
431
Payden & Rygel
California
– -$11.4M -151,500 Closed
MSV
432
MN Services Vermogensbeheer
Netherlands
– -$8.33M -110,045 Closed
CBOA
433
Commonwealth Bank of Australia
Australia
– -$8M -105,899 Closed
CSS
434
Cubist Systematic Strategies
Connecticut
– -$5.88M -77,761 Closed
Walleye Trading
435
Walleye Trading
New York
– -$2.16M -28,639 Closed
OTPPB
436
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.05M -13,862 Closed
PP
437
Paloma Partners
Connecticut
– -$959K -12,711 Closed
WCM
438
Weld Capital Management
New York
– -$797K -10,569 Closed
QIM
439
Quantitative Investment Management
Virginia
– -$790K -10,473 Closed
ARTA
440
A.R.T. Advisors
New York
– -$784K -10,392 Closed
SP
441
Symmetry Partners
Connecticut
– -$521K -6,878 Closed
SCM
442
Stevens Capital Management
Pennsylvania
– -$488K -6,466 Closed
VF
443
Virtu Financial
New York
– -$473K -6,267 Closed
AIP
444
ARS Investment Partners
New York
– -$473K -6,265 Closed
CMO
445
Covenant Multifamily Offices
Texas
– -$443K -5,868 Closed
Mariner
446
Mariner
Kansas
– -$263K -3,486 Closed
UCFA
447
United Capital Financial Advisors
Texas
– -$245K -3,243 Closed
PP
448
Pegasus Partners
Wisconsin
– -$244K -3,239 Closed
KAM
449
Kassirer Asset Management
Ontario, Canada
– -$244K -3,236 Closed
FFG
450
Fortem Financial Group
California
– -$222K -2,938 Closed
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