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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 %
ACM
201
Ativo Capital Management
Illinois
$1.22M – – –
SBSB
202
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.21M -$1.48K -20 -0.1%
AC
203
Addenda Capital
Quebec, Canada
$1.16M +$13.5K +183 +1%
CIA
204
Cascade Investment Advisors
Oregon
$1.15M +$49.8K +675 +5%
CQS
205
Credential Qtrade Securities
$1.1M -$2.51K -34 -0.2%
DCP
206
DSM Capital Partners
Florida
$1.1M +$1.1M +14,900 New
VI
207
Versor Investments
New York
$1.06M +$1.06M +14,341 New
MSAM
208
Moloney Securities Asset Management
Missouri
$1M -$1.4K -19 -0.1%
PAM
209
Premier Asset Management
Illinois
$999K +$669K +9,075 +203%
PAM
210
Panagora Asset Management
Massachusetts
$979K -$11.8M -160,539 -92%
FWCM
211
Ferguson Wellman Capital Management
Oregon
$978K – – –
RFA
212
Reilly Financial Advisors
California
$952K +$914K +12,395 +2,416%
FCI
213
Financial Counselors Inc
Kansas
$946K -$15K -203 -2%
Natixis Advisors
214
Natixis Advisors
Massachusetts
$923K +$102K +1,376 +12%
LNWWM
215
Laird Norton Wetherby Wealth Management
California
$918K +$84.2K +1,142 +10%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$913K -$43.4K -587 -5%
TYCC
217
Texas Yale Capital Corp
Florida
$905K – – –
NSAM
218
North Star Asset Management
Wisconsin
$866K -$95K -1,289 -10%
MIM
219
Manitou Investment Management
Ontario, Canada
$840K – – –
SB
220
Suntrust Banks
Georgia
$835K +$1.4K +19 +0.2%
State Street
221
State Street
Massachusetts
$828K -$95.4K -1,293 -10%
NIM
222
Nexus Investment Management
Ontario, Canada
$819K – – –
OCAM
223
Onex Canada Asset Management
Ontario, Canada
$799K +$13.9K +188 +2%
GIBU
224
Gulf International Bank (UK)
United Kingdom
$786K -$92.4K -1,255 -11%
CRC
225
Curi RMB Capital
Illinois
$763K – – –
7 8
9
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