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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 %
PWP
426
Personal Wealth Partners
Minnesota
$3K – – –
M
427
MOTCO
Texas
$3K – – –
TSW
428
Thompson Siegel & Walmsley
Virginia
$3K – – –
LWA
429
Lenox Wealth Advisors
New York
$3K – – –
JCM
430
Jacobi Capital Management
Pennsylvania
$3K – – –
SWM
431
Sugarloaf Wealth Management
Georgia
$3K +$3K +33 New
HIA
432
Harbor Investment Advisory
Maryland
$3K +$3K +35 New
TFGT
433
TS Financial Group (TSFG)
Illinois
$2K – – –
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
AWM
435
Avior Wealth Management
Nebraska
$2K – – –
BCA
436
Berman Capital Advisors
Georgia
$2K – – –
BWM
437
Baystate Wealth Management
Massachusetts
$2K +$1.23K +16 +160%
LWM
438
Lenox Wealth Management
Ohio
$2K +$2K +31 New
CFG
439
Citizens Financial Group
Rhode Island
$1K – – –
GWS
440
Glassman Wealth Services
Virginia
$1K +$1K +8 New
ETC
441
Exchange Traded Concepts
Oklahoma
$1K +$1K +11 New
CCA
442
Column Capital Advisors
Indiana
$1K +$1K +17 New
PGAM
443
Princeton Global Asset Management
New Jersey
$46 – – –
LS
444
Leelyn Smith
Illinois
$12 +$12 +150 New
Acadian Asset Management
445
Acadian Asset Management
Massachusetts
– -$563M -7,640,462 Closed
Arrowstreet Capital
446
Arrowstreet Capital
Massachusetts
– -$203M -2,754,725 Closed
Two Sigma Investments
447
Two Sigma Investments
New York
– -$60.9M -826,109 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
448
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$10.2M -138,430 Closed
SO
449
STRS Ohio
Ohio
– -$5.13M -69,600 Closed
PNAA
450
Pictet North America Advisors
Switzerland
– -$5.08M -68,907 Closed
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