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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 %
HI
451
HBK Investments
Texas
– -$2.01M -26,905 Closed
Jones Financial Companies
452
Jones Financial Companies
Missouri
– -$1.99M -26,619 Closed
TI
453
Trexquant Investment
Connecticut
– -$1.37M -18,296 Closed
WCA
454
Waratah Capital Advisors
Ontario, Canada
– -$1.29M -17,282 Closed
DCP
455
DSM Capital Partners
Florida
– -$1.21M -16,150 Closed
Victory Capital Management
456
Victory Capital Management
Texas
– -$959K -9,591 Closed
ECM
457
Element Capital Management
New York
– -$553K -7,392 Closed
BCM
458
BlueCrest Capital Management
Jersey
– -$545K -7,285 Closed
PWP
459
Private Wealth Partners
California
– -$541K -7,237 Closed
BIAS
460
Beacon Investment Advisory Services
New Jersey
– -$539K -7,200 Closed
SCM
461
Shaolin Capital Management
Florida
– -$374K -5,000 Closed
DTL
462
Dynamic Technology Lab
Singapore
– -$358K -4,787 Closed
GAM
463
Gotham Asset Management
New York
– -$351K -4,696 Closed
FTIOP
464
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$338K -4,525 Closed
QT
465
Quantbot Technologies
New York
– -$276K -3,702 Closed
BOPW
466
Brandywine Oak Private Wealth
Pennsylvania
– -$247K -3,313 Closed
ST
467
Sabal Trust
Florida
– -$221K -2,958 Closed
FA
468
FDx Advisors
Illinois
– -$219K -2,932 Closed
MA
469
MANA Advisors
New York
– -$218K -2,910 Closed
BRWA
470
B. Riley Wealth Advisors
Florida
– -$205K -2,737 Closed
IC
471
Inscription Capital
Texas
– -$202K -2,700 Closed
CAM
472
Columbia Asset Management
Michigan
– -$146K -1,945 Closed
WAM
473
Wealthspire Advisors (Maryland)
Maryland
– -$107K -1,432 Closed
IWP
474
Icon Wealth Partners
Texas
– -$98K -1,307 Closed
SWM
475
SeaCrest Wealth Management
New York
– -$38K -510 Closed
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