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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
$163M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$837M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$802M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$755M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$144M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$0
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$33.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.3B
5
Russell Investments Group
Russell Investments Group
United Kingdom
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAM
101
Highstreet Asset Management
Ontario, Canada
$10.5M +$92.7K +1,196 +0.9%
DekaBank Deutsche Girozentrale
102
DekaBank Deutsche Girozentrale
Germany
$10.4M -$5.83M -75,961 -36%
SAM
103
Shell Asset Management
Netherlands
$9.62M -$248K -3,200 -3%
NEI
104
Northwest & Ethical Investments
Ontario, Canada
$8.74M -$305K -3,933 -3%
NIPH
105
NN Investment Partners Holdings
Netherlands
$8.65M +$2.8M +36,069 +48%
PI
106
PineBridge Investments
New York
$8.51M -$2.24M -22,268 -21%
BAM
107
Burgundy Asset Management
Ontario, Canada
$8.14M – – –
AllianceBernstein
108
AllianceBernstein
Tennessee
$7.72M -$107K -1,383 -1%
FRAF
109
Första AP-fonden
Sweden
$7.19M +$23.3K +300 +0.3%
Truist Financial
110
Truist Financial
North Carolina
$7.16M +$7.16M +92,406 New
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$7.03M -$677K -8,794 -9%
HAG
112
HighPoint Advisor Group
Illinois
$6.86M +$15.2K +190 +0.2%
Skandinaviska Enskilda Banken (SEB)
113
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.81M +$357K +4,600 +6%
Federated Hermes
114
Federated Hermes
Pennsylvania
$6.59M -$16.7K -216 -0.3%
RJA
115
Raymond James & Associates
Florida
$6.31M +$564K +7,287 +10%
LC
116
Lubar & Co
Wisconsin
$6.1M – – –
CAM
117
Claret Asset Management
Quebec, Canada
$5.96M -$145K -1,866 -2%
Macquarie Group
118
Macquarie Group
Australia
$5.92M – – –
PIC
119
PCJ Investment Counsel
Ontario, Canada
$5.89M +$869K +11,200 +17%
AAF
120
Andra AP-fonden
Sweden
$5.8M -$252K -2,500 -4%
GWM
121
Geneos Wealth Management
Colorado
$5.68M +$445K +5,760 +8%
Nordea Investment Management
122
Nordea Investment Management
Sweden
$5.49M -$473K -6,100 -8%
AAIM
123
American Assets Investment Management
California
$5.43M – – –
WBC
124
Westpac Banking Corp
Australia
$5.31M – – –
LCP
125
Legacy Capital Partners
Wisconsin
$5M +$21.3K +275 +0.4%
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