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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $13.6B invested in Bank of Montreal in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-51
Holders Change %
-11.43%
% of All Funds
8.73%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.31%
New
25
Increased
133
Reduced
145
Closed
70
Calls
$278M
Puts
$221M
Net Calls
+$56.4M
Net Calls Change
-$71.1M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$228M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$94.8M
4
Goldman Sachs
Goldman Sachs
New York
+$87.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$69M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$163M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$152M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$69.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$54.2M
5
MSE
MUFG Securities EMEA
United Kingdom
-$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
226
Advisors Asset Management
Colorado
$377K +$3.98K +79 +1%
DMIC
227
Dixon Mitchell Investment Counsel
British Columbia, Canada
$368K -$5.48K -109 -1%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$357K +$20.1K +400 +6%
Qube Research & Technologies (QRT)
229
Qube Research & Technologies (QRT)
United Kingdom
$356K -$137K -2,725 -28%
CB
230
Commerce Bank
Missouri
$347K +$42.6K +847 +14%
ALAM
231
Asahi Life Asset Management
Japan
$347K +$347K +6,950 New
VOYA Investment Management
232
VOYA Investment Management
Georgia
$346K +$126K +2,522 +57%
MME
233
Meag Munich Ergo
Germany
$335K – – –
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$326K -$320K -6,370 -50%
PAM
235
Premier Asset Management
Illinois
$324K +$8.03K +160 +3%
Bessemer Group
236
Bessemer Group
New Jersey
$321K -$11.1M -221,924 -97%
AAS
237
Annex Advisory Services
Wisconsin
$315K – – –
FIM
238
Freedom Investment Management
Connecticut
$315K +$315K +4,084 New
BFEC
239
Benjamin F. Edwards & Company
Missouri
$313K -$6.12K -122 -2%
JAM
240
JCIC Asset Management
Ontario, Canada
$312K -$112K -2,217 -26%
CRC
241
Curi RMB Capital
Illinois
$311K -$29.9K -593 -9%
WAM
242
World Asset Management
Michigan
$305K – – –
TSS
243
Two Sigma Securities
New York
$305K +$305K +6,061 New
LOAMS
244
Lombard Odier Asset Management (Switzerland)
Switzerland
$303K – – –
RSWM
245
Robertson Stephens Wealth Management
California
$290K +$290K +5,774 New
DADC
246
D.A. Davidson & Co
Montana
$287K -$144K -2,993 -33%
AG
247
Algert Global
California
$284K -$45.1K -900 -14%
OC
248
Oppenheimer & Co
New York
$282K -$27.1K -540 -9%
DWT
249
Dorsey & Whitney Trust
South Dakota
$261K -$7.83K -156 -3%
GC
250
Guggenheim Capital
Illinois
$256K +$70.9K +1,410 +38%
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