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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 %
BCM
251
Brookstone Capital Management
Illinois
$251K +$654 +13 +0.3%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$249K -$1.53M -32,311 -86%
Squarepoint
253
Squarepoint
New York
$244K +$244K +4,846 New
Prudential Financial
254
Prudential Financial
New Jersey
$240K – – –
OWD
255
Osborn Williams & Donohoe
Ohio
$236K – – –
FFN
256
Focus Financial Network
Minnesota
$235K – – –
CFN
257
Cordasco Financial Network
Florida
$234K +$53.4K +1,064 +30%
FBFS
258
First Business Financial Services
Wisconsin
$233K +$5.03K +100 +2%
SBH
259
Segall Bryant & Hamill
Illinois
$232K -$5.04K -100 -2%
BOH
260
Bank of Hawaii
Hawaii
$230K +$8.3K +165 +4%
SAG
261
Spotlight Asset Group
Illinois
$226K – – –
RP
262
Rowlandmiller & Partners
Georgia
$225K – – –
S
263
SignatureFD
Georgia
$222K -$226K -4,494 -50%
MML Investors Services
264
MML Investors Services
Massachusetts
$222K -$14.5K -289 -6%
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$221K +$73.3K +1,458 +50%
SPIA
266
Steward Partners Investment Advisory
New York
$219K -$28K -556 -11%
AWM
267
AE Wealth Management
Kansas
$211K -$3.52K -70 -2%
BJL
268
Brighton Jones LLC
Washington
$203K – – –
HPC
269
HM Payson & Co
Maine
$201K – – –
BCM
270
Boltwood Capital Management
California
$201K – – –
NSIM
271
North Star Investment Management
Illinois
$196K +$101 +2 +0.1%
ASN
272
Advisory Services Network
Georgia
$191K +$30.2K +599 +19%
BWL
273
Bogart Wealth LLC
Virginia
$185K -$1.69M -33,685 -90%
PA
274
Parallel Advisors
California
$181K +$86.5K +1,725 +92%
CBT
275
Capital Bank & Trust
California
$168K – – –
9 10
11
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