BMO icon

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
+$103M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$76.7M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$71.4M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$47.5M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$43.6M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$563M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$228M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$203M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$105M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$73.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
176
Cumberland Partners
Ontario, Canada
$1.85M -$630K -8,120 -25%
T. Rowe Price Associates
177
T. Rowe Price Associates
Maryland
$1.77M – – –
AG
178
Advisor Group
Arizona
$1.74M +$7.37K +95 +0.4%
VC
179
Voit & Company
Wisconsin
$1.71M -$247K -3,187 -13%
DR
180
Davis Rea
Ontario, Canada
$1.68M +$78 +1 +0%
SC
181
Savant Capital
Illinois
$1.67M +$1.67M +21,534 New
ACS
182
Archford Capital Strategies
Illinois
$1.65M +$95.2K +1,229 +6%
PFO
183
Pathstone Family Office
New Jersey
$1.61M – – –
NP
184
NorthRock Partners
Minnesota
$1.59M +$1.05M +10,409 +194%
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$1.59M +$1.59M +20,478 +1,023,900%
VanEck Associates
186
VanEck Associates
New York
$1.56M -$33.2K -428 -2%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$1.53M +$132K +1,699 +9%
PIC
188
Portland Investment Counsel
Ontario, Canada
$1.53M – – –
RFA
189
Reilly Financial Advisors
California
$1.53M +$525K +6,777 +53%
JFGIW
190
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49M +$10.9K +141 +0.7%
BFS
191
Baskin Financial Services
Ontario, Canada
$1.37M +$4.26K +55 +0.3%
CS
192
Candriam SCA
Luxembourg
$1.34M -$98.3K -1,267 -7%
ZIG
193
Zurich Insurance Group
Switzerland
$1.32M – – –
NGA
194
Naples Global Advisors
Florida
$1.31M +$15.5K +200 +1%
ACM
195
Ativo Capital Management
Illinois
$1.28M – – –
AC
196
Addenda Capital
Quebec, Canada
$1.28M +$54.2K +698 +4%
SBSB
197
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.24M -$24.7K -318 -2%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$1.24M -$117K -1,508 -9%
CQS
199
Credential Qtrade Securities
$1.2M +$40.5K +522 +3%
MSAM
200
Moloney Securities Asset Management
Missouri
$1.19M +$132K +1,701 +12%
6 7
8
9 10