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Bank of Montreal
BMO

Overview Fund Activity

373 hedge funds and large institutions have $13.2B invested in Bank of Montreal in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 149 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
-22
Holders Change %
-5.57%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.18%
New
38
Increased
104
Reduced
149
Closed
59
Calls
$283M
Puts
$204M
Net Calls
+$79.2M
Net Calls Change
+$22.8M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$130M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$84.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$71.3M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$66.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$50.1M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$695M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$131M
3
SC
Scotia Capital
Ontario, Canada
-$120M
4
Goldman Sachs
Goldman Sachs
New York
-$118M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$65.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
251
HM Payson & Co
Maine
$212K – – –
BCM
252
Boltwood Capital Management
California
$212K – – –
William Blair & Company
253
William Blair & Company
Illinois
$208K -$207K -3,898 -50%
NSIM
254
North Star Investment Management
Illinois
$207K +$53 +1 +0%
CAM
255
Cozad Asset Management
Illinois
$205K +$205K +3,860 New
SMC
256
Smith, Moore & Co
Missouri
$204K +$204K +3,845 New
UH
257
Unigestion Holding
Switzerland
$202K -$6.04M -113,606 -97%
CCA
258
Checchi Capital Advisers
California
$202K +$202K +3,812 New
TIM
259
Thompson Investment Management
Wisconsin
$200K +$200K +3,778 New
S
260
SignatureFD
Georgia
$197K -$38.1K -717 -16%
BNP Paribas Financial Markets
261
BNP Paribas Financial Markets
France
$176K – – –
BBHC
262
Brown Brothers Harriman & Co
New York
$163K -$3.81K -72 -2%
SPIA
263
Steward Partners Investment Advisory
New York
$159K -$72.7K -1,363 -31%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$156K -$120K -2,290 -44%
BWL
265
Bogart Wealth LLC
Virginia
$156K -$39.9K -752 -20%
AF
266
Advisornet Financial
Minnesota
$152K – – –
O
267
Ossiam
France
$149K -$309K -5,800 -67%
CFN
268
Cordasco Financial Network
Florida
$146K -$101K -1,903 -41%
KOCAA
269
Knights of Columbus Asset Advisors
Connecticut
$121K +$28.7K +540 +31%
BlackRock
270
BlackRock
New York
$119K +$70.8K +1,330 +147%
IRC
271
Investors Research Corp
Georgia
$114K – – –
LC
272
Lindbrook Capital
California
$112K +$98.6K +1,860 +735%
PP
273
Pacifica Partners
Canada
$111K +$9.07K +170 +9%
PFO
274
Pathstone Family Office
New Jersey
$110K – – –
PA
275
Parallel Advisors
California
$108K -$83.3K -1,572 -44%
9 10
11
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