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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 %
BPC
451
Banque Pictet & Cie
Switzerland
– -$5.08M -68,907 Closed
HighTower Advisors
452
HighTower Advisors
Illinois
– -$4.85M -66,133 Closed
HS
453
Hazelview Securities
Ontario, Canada
– -$4.16M -56,459 Closed
PWA
454
Providence Wealth Advisors
Illinois
– -$3.37M -45,732 Closed
Voloridge Investment Management
455
Voloridge Investment Management
Florida
– -$2.04M -27,624 Closed
Marshall Wace
456
Marshall Wace
United Kingdom
– -$2M -27,089 Closed
MF
457
Magnetar Financial
Illinois
– -$1.98M -26,808 Closed
IDA
458
Intelligence Driven Advisers
California
– -$1.96M -26,629 Closed
VI
459
Versor Investments
New York
– -$1.06M -14,341 Closed
Simplex Trading
460
Simplex Trading
Illinois
– -$754K -10,236 Closed
SGI
461
Summit Global Investments
Utah
– -$721K -9,775 Closed
DTL
462
Dynamic Technology Lab
Singapore
– -$540K -7,319 Closed
QT
463
Quantbot Technologies
New York
– -$473K -6,414 Closed
Wolverine Trading
464
Wolverine Trading
Illinois
– -$433K -5,885 Closed
CL
465
CPWM LLC
Washington
– -$432K -5,854 Closed
ECM
466
ExodusPoint Capital Management
New York
– -$379K -5,140 Closed
USAA
467
United Services Automobile Association
Texas
– -$366K -4,974 Closed
Squarepoint
468
Squarepoint
New York
– -$338K -4,577 Closed
Capital International Investors
469
Capital International Investors
California
– -$317K -4,300 Closed
AIC
470
Ameritas Investment Company
Nebraska
– -$79K -1,073 Closed
UBS AM
471
UBS AM
Illinois
– -$38.4K -520 Closed
QCIG
472
Quad-Cities Investment Group
Iowa
– -$27K -363 Closed
LB
473
Legacy Bridge
Iowa
– -$19K -251 Closed
TC
474
Truvestments Capital
Florida
– -$11K -146 Closed
1IA
475
1834 Investment Advisors
Wisconsin
– -$10K -140 Closed
16 17 18
19
20