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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
+$102M
2
SEI Investments
SEI Investments
Pennsylvania
+$99.4M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$74.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$55.6M
5
Legal & General Group
Legal & General Group
United Kingdom
+$54.3M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
-$395M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$114M
3
IIM
Intact Investment Management
Quebec, Canada
-$66.3M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$62.2M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
176
Eaton Vance Management
Massachusetts
$2.23M – – –
Baird Financial Group
177
Baird Financial Group
Wisconsin
$2.21M -$107K -1,425 -5%
JG
178
Jefferies Group
New York
$2.17M -$575K -7,687 -21%
ARTA
179
A.R.T. Advisors
New York
$2.14M +$2.14M +28,592 New
CFMC
180
Curbstone Financial Management Corp
New Hampshire
$2.07M -$22.5K -300 -1%
HI
181
HBK Investments
Texas
$2.01M +$1.27M +17,005 +172%
DR
182
Davis Rea
Ontario, Canada
$2M -$16.8K -224 -0.8%
Jones Financial Companies
183
Jones Financial Companies
Missouri
$1.99M +$1.99M +26,619 New
Ameriprise
184
Ameriprise
Minnesota
$1.97M +$46.5K +622 +2%
Jane Street
185
Jane Street
New York
$1.92M -$1.55M -20,655 -45%
WF
186
WoodTrust Financial
Wisconsin
$1.89M – – –
TYCC
187
Texas Yale Capital Corp
Florida
$1.76M +$901K +12,035 +105%
RJFSA
188
Raymond James Financial Services Advisors
Florida
$1.71M -$171K -2,289 -9%
T. Rowe Price Associates
189
T. Rowe Price Associates
Maryland
$1.7M +$142K +1,900 +9%
AG
190
Advisor Group
Arizona
$1.64M -$23.3K -311 -1%
BFS
191
Baskin Financial Services
Ontario, Canada
$1.58M -$1.2K -16 -0.1%
BCM
192
Baltimore Capital Management
Maryland
$1.48M +$1.48M +19,781 New
JFGIW
193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.48M -$27.2K -363 -2%
PIC
194
Portland Investment Counsel
Ontario, Canada
$1.48M – – –
ACS
195
Archford Capital Strategies
Illinois
$1.47M -$18.3K -245 -1%
GC
196
Guggenheim Capital
Illinois
$1.4M -$931K -12,445 -40%
TI
197
Trexquant Investment
Connecticut
$1.37M +$1.07M +14,269 +354%
TRCT
198
Tower Research Capital (TRC)
New York
$1.36M +$1.3M +17,297 +2,057%
EAM
199
Erste Asset Management
Austria
$1.33M -$211K -2,800 -14%
NSAM
200
North Star Asset Management
Wisconsin
$1.3M -$14.7K -197 -1%
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