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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 %
N
151
Natixis
France
$3.68M +$3.68M +48,959 New
EAM
152
Eagle Asset Management
Florida
$3.65M – – –
LPL Financial
153
LPL Financial
California
$3.61M +$118K +1,577 +3%
CP
154
Cumberland Partners
Ontario, Canada
$3.54M +$860K +11,494 +32%
PWA
155
Providence Wealth Advisors
Illinois
$3.45M – – –
RE
156
RBC Europe
United Kingdom
$3.44M -$16.8K -225 -0.5%
US Bancorp
157
US Bancorp
Minnesota
$3.41M -$281K -3,755 -8%
BA
158
BKS Advisors
Michigan
$3.33M -$105K -1,398 -3%
KJHP
159
K.J. Harrison & Partners
Ontario, Canada
$3.29M +$1.01M +13,531 +45%
PFP
160
Pinnacle Financial Partners
Tennessee
$3.26M +$347K +4,632 +12%
LSV Asset Management
161
LSV Asset Management
Illinois
$3.24M – – –
Lido Advisors
162
Lido Advisors
California
$3.21M +$3.21M +42,855 New
SCM
163
Stevens Capital Management
Pennsylvania
$2.99M +$453K +6,056 +18%
IG
164
ING Group
Netherlands
$2.92M +$2.17M +29,000 +290%
CS
165
Candriam SCA
Luxembourg
$2.9M -$800K -10,688 -22%
PP
166
Prudential plc
United Kingdom
$2.84M +$182K +2,434 +7%
CAM
167
Cresset Asset Management
Illinois
$2.79M +$42.3K +566 +2%
Comerica Bank
168
Comerica Bank
Texas
$2.76M -$242K -3,164 -8%
SLA
169
Silver Lake Advisory
Utah
$2.73M -$6.96K -93 -0.3%
DZ Bank
170
DZ Bank
Germany
$2.71M +$343K +4,581 +15%
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$2.58M +$648K +8,654 +34%
Stifel Financial
172
Stifel Financial
Missouri
$2.53M -$128K -1,710 -5%
VC
173
Voit & Company
Wisconsin
$2.5M -$41.5K -555 -2%
BWL
174
Bogart Wealth LLC
Virginia
$2.37M +$154K +2,065 +7%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$2.26M +$111K +1,488 +5%
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