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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $20.9B invested in Bank of Montreal in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 99 increasing their positions, 140 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+43
Holders Change %
+12.08%
% of All Funds
7.08%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.43%
New
71
Increased
99
Reduced
140
Closed
24
Calls
$433M
Puts
$308M
Net Calls
+$125M
Net Calls Change
+$31.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$635M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$559M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$106M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$78.7M
5
Norges Bank
Norges Bank
Norway
+$76.9M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$260M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$203M
3
Goldman Sachs
Goldman Sachs
New York
-$99.1M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$56.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
226
Banque Cantonale Vaudoise
Switzerland
$477K +$363K +4,782 +319%
Creative Planning
227
Creative Planning
Kansas
$475K -$73.3K -964 -13%
BAM
228
Blueshift Asset Management
New Jersey
$466K +$466K +6,135 New
HKAM
229
Horizon Kinetics Asset Management
New York
$461K -$321K -4,220 -41%
CAM
230
Cresset Asset Management
Illinois
$461K -$304 -4 -0.1%
JAM
231
JCIC Asset Management
Ontario, Canada
$436K -$42.7K -562 -9%
DADC
232
D.A. Davidson & Co
Montana
$434K +$7.65K +101 +2%
TRCT
233
Tower Research Capital (TRC)
New York
$423K -$423K -5,579 -50%
DMIC
234
Dixon Mitchell Investment Counsel
British Columbia, Canada
$422K +$44.1K +581 +12%
DWT
235
Dorsey & Whitney Trust
South Dakota
$419K – – –
FI
236
FormulaFolio Investments
Michigan
$419K +$419K +5,517 New
PG
237
Patten Group
Tennessee
$418K +$106K +1,395 +34%
Pacer Advisors
238
Pacer Advisors
Pennsylvania
$403K +$403K +5,296 New
BCM
239
Brookstone Capital Management
Illinois
$400K +$152 +2 +0%
Group One Trading
240
Group One Trading
Illinois
$400K +$400K +5,256 New
CB
241
Commerce Bank
Missouri
$391K -$52.5K -691 -12%
UH
242
Unigestion Holding
Switzerland
$387K -$107K -1,405 -22%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$387K -$456 -6 -0.1%
Bessemer Group
244
Bessemer Group
New Jersey
$371K -$121K -1,588 -25%
BAMF
245
BI Asset Management Fondsmaeglerselskab
Denmark
$371K – – –
NAS
246
Nicolet Advisory Services
Wisconsin
$364K -$16.4K -215 -4%
Prudential Financial
247
Prudential Financial
New Jersey
$363K – – –
BOH
248
Bank of Hawaii
Hawaii
$361K -$28.4K -373 -7%
CRC
249
Curi RMB Capital
Illinois
$358K – – –
FWCM
250
Ferguson Wellman Capital Management
Oregon
$355K – – –
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