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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 %
FBFS
251
First Business Financial Services
Wisconsin
$352K – – –
AF
252
Advisornet Financial
Minnesota
$347K -$23.1K -304 -6%
FFN
253
Focus Financial Network
Minnesota
$342K – – –
SAG
254
Spotlight Asset Group
Illinois
$342K – – –
RP
255
Rowlandmiller & Partners
Georgia
$340K – – –
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$334K – – –
HF
257
HRT Financial
New York
$330K +$330K +4,347 New
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$324K -$2M -26,243 -86%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$322K -$11.9K -156 -4%
ONB
260
Old National Bancorp
Indiana
$321K +$26.9K +354 +9%
S
261
SignatureFD
Georgia
$314K +$33K +434 +12%
BCM
262
Boltwood Capital Management
California
$304K – – –
AC
263
Athanor Capital
New York
$303K +$303K +3,985 New
NSIM
264
North Star Investment Management
Illinois
$297K +$152 +2 +0.1%
Wolverine Trading
265
Wolverine Trading
Illinois
$290K +$290K +3,825 New
GVAG
266
Great Valley Advisor Group
Delaware
$286K +$4.03K +53 +1%
GL
267
Graypoint LLC
New York
$284K -$150K -1,976 -35%
CAM
268
Cozad Asset Management
Illinois
$283K -$13.1K -173 -4%
SG Americas Securities
269
SG Americas Securities
New York
$279K -$175K -2,298 -38%
BJL
270
Brighton Jones LLC
Washington
$279K -$27.9K -366 -9%
BSW
271
Buckingham Strategic Wealth
Missouri
$275K -$20K -263 -7%
BP
272
Ballentine Partners
Massachusetts
$268K -$2.13K -28 -0.8%
KOMWMG
273
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$268K +$456 +6 +0.2%
MJP
274
Michael J. Puzo
$266K – – –
YIH
275
Y-Intercept (HK)
Hong Kong
$262K +$262K +3,465 New
9 10
11
12 13