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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
+$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 %
DCP
201
DSM Capital Partners
Florida
$1.12M -$38.7K -500 -3%
BBVA
202
Banco Bilbao Vizcaya Argentaria
Spain
$1.08M +$1.08M +13,970 New
SL
203
Signition LP
New York
$1.03M +$1.03M +13,300 New
FWCM
204
Ferguson Wellman Capital Management
Oregon
$1.03M – – –
Natixis Advisors
205
Natixis Advisors
Massachusetts
$1.02M +$48.5K +626 +5%
LNWWM
206
Laird Norton Wetherby Wealth Management
California
$999K +$34.3K +442 +4%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$997K +$39.1K +504 +4%
FCI
208
Financial Counselors Inc
Kansas
$994K – – –
ARTA
209
A.R.T. Advisors
New York
$968K +$968K +12,492 New
TYCC
210
Texas Yale Capital Corp
Florida
$951K – – –
FAB
211
First American Bank
Illinois
$939K +$939K +12,119 New
QIM
212
Quantitative Investment Management
Virginia
$915K +$915K +11,818 New
NSAM
213
North Star Asset Management
Wisconsin
$893K -$17.4K -225 -2%
MIM
214
Manitou Investment Management
Ontario, Canada
$883K – – –
OCAM
215
Onex Canada Asset Management
Ontario, Canada
$872K +$48.1K +633 +6%
NIM
216
Nexus Investment Management
Ontario, Canada
$863K – – –
GIBU
217
Gulf International Bank (UK)
United Kingdom
$804K -$23.2K -300 -3%
State Street
218
State Street
Massachusetts
$784K -$86.1K -1,110 -10%
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$760K +$760K +9,800 New
CI
220
Cigna Investments
Connecticut
$717K +$9.54K +125 +1%
CIA
221
Cascade Investment Advisors
Oregon
$699K -$506K -6,525 -42%
DADC
222
D.A. Davidson & Co
Montana
$694K +$41.5K +535 +6%
S
223
SignatureFD
Georgia
$691K +$407K +5,252 +143%
LOAME
224
Lombard Odier Asset Management (Europe)
United Kingdom
$685K – – –
William Blair & Company
225
William Blair & Company
Illinois
$685K +$45.5K +587 +7%
7 8
9
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