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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 %
TIM
251
Thompson Investment Management
Wisconsin
$221K – – –
GVAG
252
Great Valley Advisor Group
Delaware
$217K +$217K +3,713 New
VFA
253
Voya Financial Advisors
Connecticut
$217K +$217K +3,725 New
S
254
SignatureFD
Georgia
$216K -$526 -9 -0.2%
BP
255
Ballentine Partners
Massachusetts
$208K +$208K +3,553 New
KOMWMG
256
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$206K +$206K +3,519 New
MJP
257
Michael J. Puzo
$204K +$204K +3,500 New
ALAM
258
Asahi Life Asset Management
Japan
$202K +$202K +3,460 New
LC
259
Landaas & Company
Wisconsin
$201K +$201K +3,436 New
BNP Paribas Financial Markets
260
BNP Paribas Financial Markets
France
$194K – – –
SPIA
261
Steward Partners Investment Advisory
New York
$182K +$7.38K +126 +4%
BBHC
262
Brown Brothers Harriman & Co
New York
$180K – – –
KOCAA
263
Knights of Columbus Asset Advisors
Connecticut
$175K +$42.1K +720 +32%
BWL
264
Bogart Wealth LLC
Virginia
$171K – – –
CFN
265
Cordasco Financial Network
Florida
$161K +$233 +4 +0.1%
FC
266
FORA Capital
Florida
$138K +$138K +2,356 New
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$130K -$42.9K -737 -25%
IRC
268
Investors Research Corp
Georgia
$126K – – –
PFO
269
Pathstone Family Office
New Jersey
$121K – – –
PA
270
Parallel Advisors
California
$121K +$2.44K +42 +2%
QCG
271
Quadrant Capital Group
Ohio
$119K +$36.5K +626 +44%
LC
272
Lindbrook Capital
California
$117K -$6.12K -105 -5%
LFG
273
LifePlan Financial Group
Ohio
$94K – – –
JFA
274
JNBA Financial Advisors
Minnesota
$92K – – –
BCV
275
Banque Cantonale Vaudoise
Switzerland
$87K -$23.2K -400 -21%
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