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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 %
WCA
201
Waratah Capital Advisors
Ontario, Canada
$1.29M +$1.29M +17,282 New
NGA
202
Naples Global Advisors
Florida
$1.25M -$25.4K -340 -2%
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$1.24M +$38.8K +519 +3%
SBSB
204
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.23M -$33.4K -447 -3%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$1.22M +$89.6K +1,198 +8%
DCP
206
DSM Capital Partners
Florida
$1.21M – – –
BDS
207
Banco de Sabadell
Florida
$1.2M -$593K -5,900 -33%
Assenagon Asset Management
208
Assenagon Asset Management
Luxembourg
$1.11M -$239K -3,199 -18%
CIA
209
Cascade Investment Advisors
Oregon
$1.1M +$79.7K +1,065 +8%
FWCM
210
Ferguson Wellman Capital Management
Oregon
$992K +$14.2K +190 +1%
MSAM
211
Moloney Securities Asset Management
Missouri
$990K +$117K +1,568 +13%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$979K +$20.7K +277 +2%
FCI
213
Financial Counselors Inc
Kansas
$977K -$72.1K -963 -7%
Victory Capital Management
214
Victory Capital Management
Texas
$959K +$391K +3,911 +69%
CQS
215
Credential Qtrade Securities
$955K -$37.4K -500 -4%
AC
216
Addenda Capital
Quebec, Canada
$948K -$17.3K -232 -2%
FAB
217
First American Bank
Illinois
$910K -$8.38K -112 -0.9%
GIBU
218
Gulf International Bank (UK)
United Kingdom
$910K +$26.2K +350 +3%
DMIC
219
Dixon Mitchell Investment Counsel
British Columbia, Canada
$874K -$17.4K -232 -2%
AAM
220
Advisors Asset Management
Colorado
$861K -$170K -2,266 -16%
MIM
221
Manitou Investment Management
Ontario, Canada
$853K -$97.6K -1,304 -10%
State Street
222
State Street
Massachusetts
$849K -$81.4K -1,087 -9%
LNWWM
223
Laird Norton Wetherby Wealth Management
California
$843K +$43.5K +582 +5%
NIM
224
Nexus Investment Management
Ontario, Canada
$832K +$832K +11,120 New
VanEck Associates
225
VanEck Associates
New York
$813K -$40.4K -539 -5%
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