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Bank of Montreal
BMO

Overview Fund Activity

356 hedge funds and large institutions have $15.4B invested in Bank of Montreal in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 125 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
-17
Holders Change %
-4.56%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
41
Increased
108
Reduced
125
Closed
56
Calls
$304M
Puts
$210M
Net Calls
+$93.6M
Net Calls Change
+$14.5M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$784M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$298M
3
SC
Scotia Capital
Ontario, Canada
+$126M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$108M
5
Goldman Sachs
Goldman Sachs
New York
+$77.1M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
-$181M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$163M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$140M
4
SEI Investments
SEI Investments
Pennsylvania
-$66.4M
5
Canada Life
Canada Life
Manitoba, Canada
-$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
226
Nicolet Advisory Services
Wisconsin
$292K -$290K -4,955 -50%
DMIC
227
Dixon Mitchell Investment Counsel
British Columbia, Canada
$291K -$11.9K -204 -4%
BAMF
228
BI Asset Management Fondsmaeglerselskab
Denmark
$285K – – –
AF
229
Advisornet Financial
Minnesota
$284K +$117K +2,000 +70%
Prudential Financial
230
Prudential Financial
New Jersey
$279K – – –
VF
231
Virtu Financial
New York
$278K -$233K -3,990 -46%
CRC
232
Curi RMB Capital
Illinois
$275K -$73.5K -1,258 -21%
FWCM
233
Ferguson Wellman Capital Management
Oregon
$273K -$423K -7,240 -61%
FBFS
234
First Business Financial Services
Wisconsin
$271K – – –
Kovitz Investment Group Partners
235
Kovitz Investment Group Partners
Illinois
$265K +$265K +4,540 New
SAG
236
Spotlight Asset Group
Illinois
$263K – – –
FFN
237
Focus Financial Network
Minnesota
$263K -$15.8K -271 -6%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$256K -$314K -5,393 -55%
M
239
Mirova
France
$250K +$250K +4,287 New
PG
240
Patten Group
Tennessee
$239K – – –
BJL
241
Brighton Jones LLC
Washington
$236K – – –
BCM
242
Boltwood Capital Management
California
$234K – – –
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$233K +$233K +4,397 New
William Blair & Company
244
William Blair & Company
Illinois
$229K – – –
NSIM
245
North Star Investment Management
Illinois
$228K +$58 +1 +0%
CAM
246
Cozad Asset Management
Illinois
$228K +$2.17K +37 +1%
ONB
247
Old National Bancorp
Indiana
$226K +$226K +3,873 New
BSW
248
Buckingham Strategic Wealth
Missouri
$226K +$226K +3,874 New
SMC
249
Smith, Moore & Co
Missouri
$225K – – –
RP
250
Rowlandmiller & Partners
Georgia
$225K – – –
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