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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 %
Balyasny Asset Management
151
Balyasny Asset Management
Illinois
$3.49M -$445K -6,033 -11%
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$3.39M +$395K +5,350 +13%
PWA
153
Providence Wealth Advisors
Illinois
$3.37M – – –
RE
154
RBC Europe
United Kingdom
$3.34M -$11.1K -150 -0.3%
Schroder Investment Management Group
155
Schroder Investment Management Group
United Kingdom
$3.26M -$22.2M -227,044 -87%
LSV Asset Management
156
LSV Asset Management
Illinois
$3.19M – – –
Lido Advisors
157
Lido Advisors
California
$3.17M +$11.7K +158 +0.4%
KJHP
158
K.J. Harrison & Partners
Ontario, Canada
$3.02M -$215K -2,912 -7%
SLA
159
Silver Lake Advisory
Utah
$2.69M -$3.69K -50 -0.1%
BWL
160
Bogart Wealth LLC
Virginia
$2.69M +$25.8K +350 +1%
Comerica Bank
161
Comerica Bank
Texas
$2.54M -$94K -1,260 -4%
Ameriprise
162
Ameriprise
Minnesota
$2.49M +$63.1K +855 +3%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$2.46M +$256K +3,465 +12%
Assenagon Asset Management
164
Assenagon Asset Management
Luxembourg
$2.42M -$8.42M -114,304 -78%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$2.37M +$280K +3,798 +13%
CP
166
Cumberland Partners
Ontario, Canada
$2.36M -$1.33M -18,098 -36%
CAM
167
Cresset Asset Management
Illinois
$2.23M -$522K -7,076 -19%
EVM
168
Eaton Vance Management
Massachusetts
$2.2M – – –
EAM
169
Erste Asset Management
Austria
$2.13M +$221K +3,000 +12%
N
170
Natixis
France
$2.08M +$2.08M +28,252 New
TRCT
171
Tower Research Capital (TRC)
New York
$2.08M +$1.51M +20,537 +267%
DZ Bank
172
DZ Bank
Germany
$2.06M – – –
CFMC
173
Curbstone Financial Management Corp
New Hampshire
$2.04M -$11.1K -150 -0.5%
Voloridge Investment Management
174
Voloridge Investment Management
Florida
$2.04M -$607K -8,233 -23%
RMC
175
Resources Management Corp
Connecticut
$2.02M +$2.02M +27,435 New
5 6
7
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