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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 %
Barclays
126
Barclays
United Kingdom
$4.97M -$1.09M -14,052 -18%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$4.96M +$1.4M +18,034 +39%
RG
128
Rathbones Group
United Kingdom
$4.82M -$16.8K -217 -0.3%
VMPIC
129
Varma Mutual Pension Insurance Co
Finland
$4.66M – – –
M&T Bank
130
M&T Bank
New York
$4.48M -$69.2K -893 -2%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$4.21M -$60.5K -781 -1%
PFP
132
Pinnacle Financial Partners
Tennessee
$4.19M +$37.5K +484 +0.9%
LPL Financial
133
LPL Financial
California
$4.12M +$38.1K +492 +0.9%
ACM
134
Azimuth Capital Management
Michigan
$4.1M +$43.8K +565 +1%
Schroder Investment Management Group
135
Schroder Investment Management Group
United Kingdom
$3.97M +$606K +6,026 +18%
CGH
136
Crossmark Global Holdings
Texas
$3.94M +$40K +516 +1%
Wellington Management Group
137
Wellington Management Group
Massachusetts
$3.91M -$440K -5,676 -10%
Victory Capital Management
138
Victory Capital Management
Texas
$3.88M – – –
WLPWM
139
Walled Lake Planning & Wealth Management
Illinois
$3.81M +$3.81M +49,119 New
EAM
140
Eagle Asset Management
Florida
$3.78M – – –
Stifel Financial
141
Stifel Financial
Missouri
$3.64M -$31K -400 -0.8%
N
142
Natixis
France
$3.57M +$1.38M +17,774 +63%
RE
143
RBC Europe
United Kingdom
$3.51M – – –
US Bancorp
144
US Bancorp
Minnesota
$3.36M -$342K -4,418 -9%
LSV Asset Management
145
LSV Asset Management
Illinois
$3.36M – – –
SW
146
SkyOak Wealth
Michigan
$3.34M +$3.34M +43,145 New
Lido Advisors
147
Lido Advisors
California
$3.29M -$39.8K -513 -1%
KJHP
148
K.J. Harrison & Partners
Ontario, Canada
$3.15M -$33.3K -429 -1%
PP
149
Prudential plc
United Kingdom
$3.08M -$65.7M -847,857 -96%
IG
150
ING Group
Netherlands
$2.98M -$8.3M -107,100 -74%
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6
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