BMO icon

Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 124 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+15
Holders Change %
+3.42%
% of All Funds
9.82%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.65%
New
54
Increased
124
Reduced
164
Closed
36
Calls
$226M
Puts
$207M
Net Calls
+$19.4M
Net Calls Change
+$63.9M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$682M
2
SEI Investments
SEI Investments
Pennsylvania
$100M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$89.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$95.2M
5
Legal & General Group
Legal & General Group
United Kingdom
$229M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
$0
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$19.3M
3
IIM
Intact Investment Management
Quebec, Canada
$11.3M
4
OAC
OMERS Administration Corp
Ontario, Canada
$208M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$340M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
126
Federated Hermes
Pennsylvania
$6.45M +$1.36M +18,186 +27%
CAM
127
Claret Asset Management
Quebec, Canada
$6.28M +$13.3K +177 +0.2%
LC
128
Lubar & Co
Wisconsin
$5.89M – – –
Macquarie Group
129
Macquarie Group
Australia
$5.68M – – –
BPC
130
Banque Pictet & Cie
Switzerland
$5.57M -$3.62M -48,319 -39%
PNAA
131
Pictet North America Advisors
Switzerland
$5.57M -$3.62M -48,319 -39%
Citadel Advisors
132
Citadel Advisors
Florida
$5.49M -$4.75M -63,435 -46%
AAIM
133
American Assets Investment Management
California
$5.24M – – –
Barclays
134
Barclays
United Kingdom
$5.03M -$2.82M -37,632 -36%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$5.02M +$78.8K +1,053 +2%
LCP
136
Legacy Capital Partners
Wisconsin
$4.93M -$49K -655 -1%
BTS
137
BB&T Securities
Virginia
$4.93M +$499K +6,675 +11%
GWM
138
Geneos Wealth Management
Colorado
$4.92M +$4.26K +57 +0.1%
HighTower Advisors
139
HighTower Advisors
Illinois
$4.84M +$128K +1,732 +3%
FNBOMD
140
First National Bank of Mount Dora
Florida
$4.72M -$203K -2,715 -4%
RJA
141
Raymond James & Associates
Florida
$4.67M +$632K +8,444 +16%
M&T Bank
142
M&T Bank
New York
$4.56M +$355K +4,746 +8%
VMPIC
143
Varma Mutual Pension Insurance Co
Finland
$4.49M – – –
ZIG
144
Zurich Insurance Group
Switzerland
$4.42M +$1.93M +25,830 +78%
CGH
145
Crossmark Global Holdings
Texas
$4.42M -$1.65K -22 -0%
HS
146
Hazelview Securities
Ontario, Canada
$4.23M – – –
USAA
147
United Services Automobile Association
Texas
$4.11M -$385K -5,141 -9%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$4.09M +$43.2K +578 +1%
RG
149
Rathbones Group
United Kingdom
$3.96M – – –
ACM
150
Azimuth Capital Management
Michigan
$3.84M +$135K +1,800 +4%
4 5
6
7 8