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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
$825M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$203M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.19B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$248M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$672M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$1.06B
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$229M
5
Capital Research Global Investors
Capital Research Global Investors
California
$413M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
451
Freedom Investment Management
Connecticut
– -$215K -2,843 Closed
AP
452
Advisor Partners
California
– -$211K -2,797 Closed
FRM
453
Fox Run Management
Connecticut
– -$210K -2,785 Closed
MPPLM
454
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$207K -2,746 Closed
HF
455
HRT Financial
New York
– -$205K -2,724 Closed
BSW
456
Buckingham Strategic Wealth
Missouri
– -$206K -2,724 Closed
V
457
Veritable
Delaware
– -$201K -2,666 Closed
CG
458
Cutler Group
California
– -$198K -2,637 Closed
DSC
459
Duncker Streett & Co
Missouri
– -$64K -850 Closed
LD
460
Lipe & Dalton
New York
– -$38K -500 Closed
EWM
461
Executive Wealth Management
Michigan
– -$19K -256 Closed
SMFS
462
Squar Milner Financial Services
California
– -$19K -250 Closed
CCM
463
Covington Capital Management
California
– -$19K -250 Closed
TPWA
464
TRUE Private Wealth Advisors
Oregon
– -$16K -221 Closed
ESB
465
Essex Savings Bank
Connecticut
– -$15K -200 Closed
PW
466
Price Wealth
Texas
– -$12K -155 Closed
PCP
467
Proficio Capital Partners
Massachusetts
– -$11K -152 Closed
HDIM
468
Hanson & Doremus Investment Management
Vermont
– -$10K -134 Closed
TNBTD
469
Trustmark National Bank Trust Department
Mississippi
– -$9K -113 Closed
MF
470
Manchester Financial
California
– -$8K -100 Closed
SFG
471
SevenBridge Financial Group
Pennsylvania
– -$5K -62 Closed
W
472
WealthStone
Ohio
– -$3.47K -46 Closed
Parallax Volatility Advisers
473
Parallax Volatility Advisers
California
– -$1K -14 Closed
15 16 17 18
19