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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 %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$2.92M +$2.88M +37,074 +7,460%
BWL
152
Bogart Wealth LLC
Virginia
$2.9M +$72.6K +937 +3%
SLA
153
Silver Lake Advisory
Utah
$2.78M -$46.1K -595 -2%
Russell Investments Group
154
Russell Investments Group
United Kingdom
$2.75M -$73.8M -952,086 -96%
Assenagon Asset Management
155
Assenagon Asset Management
Luxembourg
$2.7M +$160K +2,064 +6%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$2.7M +$117K +1,512 +5%
Ameriprise
157
Ameriprise
Minnesota
$2.65M +$8.68K +111 +0.3%
Comerica Bank
158
Comerica Bank
Texas
$2.64M -$23.3K -297 -0.9%
JG
159
Jefferies Group
New York
$2.61M +$1.22M +15,747 +88%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$2.56M +$74.1K +956 +3%
BDS
161
Banco de Sabadell
Florida
$2.53M +$564K +5,600 +29%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$2.5M +$2.5M +32,217 New
GT
163
Glenmede Trust
Pennsylvania
$2.39M +$2.21M +28,582 +1,227%
EVM
164
Eaton Vance Management
Massachusetts
$2.33M +$23.3K +300 +1%
CAM
165
Cresset Asset Management
Illinois
$2.33M -$20.2K -260 -0.9%
Jane Street
166
Jane Street
New York
$2.33M -$5.8M -74,854 -71%
BCM
167
Bridgeway Capital Management
Texas
$2.21M +$860K +11,100 +64%
LTFS
168
Ladenburg Thalmann Financial Services
Florida
$2.2M +$316K +4,080 +17%
Citadel Advisors
169
Citadel Advisors
Florida
$2.15M -$8.54M -110,214 -80%
CFMC
170
Curbstone Financial Management Corp
New Hampshire
$2.15M – – –
RMC
171
Resources Management Corp
Connecticut
$2.12M -$8.91K -115 -0.4%
EAM
172
Erste Asset Management
Austria
$2.06M -$178K -2,300 -8%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$2M +$147K +1,899 +8%
ACM
174
AlphaCrest Capital Management
New York
$1.99M +$314K +4,045 +19%
WF
175
WoodTrust Financial
Wisconsin
$1.96M – – –
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7
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