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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 %
WBC
126
Westpac Banking Corp
Australia
$5.15M +$5.15M +52,785 New
SO
127
STRS Ohio
Ohio
$5.13M – – –
PNAA
128
Pictet North America Advisors
Switzerland
$5.08M -$57.6K -782 -1%
BPC
129
Banque Pictet & Cie
Switzerland
$5.08M -$57.6K -782 -1%
H
130
Hexavest
Quebec, Canada
$5.01M -$1.43M -19,381 -22%
GWM
131
Geneos Wealth Management
Colorado
$4.99M +$25.6K +348 +0.5%
STMM
132
South Texas Money Management
Texas
$4.95M -$42.6M -577,551 -90%
HighTower Advisors
133
HighTower Advisors
Illinois
$4.85M +$37.8K +515 +0.8%
PIC
134
PCJ Investment Counsel
Ontario, Canada
$4.77M -$22.7M -308,592 -83%
LCP
135
Legacy Capital Partners
Wisconsin
$4.74M -$77.7K -1,053 -2%
RG
136
Rathbones Group
United Kingdom
$4.6M +$698K +9,469 +18%
VMPIC
137
Varma Mutual Pension Insurance Co
Finland
$4.42M – – –
M&T Bank
138
M&T Bank
New York
$4.33M -$172K -2,336 -4%
Twin Tree Management
139
Twin Tree Management
Texas
$4.32M +$4.21M +57,052 +3,629%
HS
140
Hazelview Securities
Ontario, Canada
$4.16M – – –
Wellington Management Group
141
Wellington Management Group
Massachusetts
$4.13M -$140K -1,906 -3%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$4.07M +$44.3K +601 +1%
PFP
143
Pinnacle Financial Partners
Tennessee
$3.95M +$699K +9,482 +22%
LPL Financial
144
LPL Financial
California
$3.88M +$342K +4,638 +10%
ACM
145
Azimuth Capital Management
Michigan
$3.86M +$105K +1,420 +3%
CGH
146
Crossmark Global Holdings
Texas
$3.71M -$507K -6,870 -12%
Victory Capital Management
147
Victory Capital Management
Texas
$3.69M +$3.69M +50,000 New
EAM
148
Eagle Asset Management
Florida
$3.59M – – –
US Bancorp
149
US Bancorp
Minnesota
$3.52M +$140K +1,893 +4%
Stifel Financial
150
Stifel Financial
Missouri
$3.49M +$657K +8,923 +23%
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