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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 %
BNP Paribas Financial Markets
276
BNP Paribas Financial Markets
France
$167K – – –
BBHC
277
Brown Brothers Harriman & Co
New York
$158K +$3.61K +72 +2%
TRCT
278
Tower Research Capital (TRC)
New York
$153K +$134K +2,629 +686%
AF
279
Advisornet Financial
Minnesota
$144K – – –
SSB
280
Sandy Spring Bank
Maryland
$139K – – –
ED
281
Exane Derivatives
France
$123K – – –
IRC
282
Investors Research Corp
Georgia
$108K – – –
PFO
283
Pathstone Family Office
New Jersey
$104K – – –
PP
284
Pacifica Partners
Canada
$102K -$6.03K -113 -6%
AT
285
Arden Trust
Delaware
$97K -$110K -2,174 -53%
KOCAA
286
Knights of Columbus Asset Advisors
Connecticut
$87K – – –
LFG
287
LifePlan Financial Group
Ohio
$81K – – –
VFA
288
Valeo Financial Advisors
Indiana
$75K – – –
PAM
289
Panagora Asset Management
Massachusetts
$73K – – –
WB
290
Webster Bank
Connecticut
$70K – – –
BWA
291
BDO Wealth Advisors
Florida
$68K – – –
QCG
292
Quadrant Capital Group
Ohio
$67K -$198K -3,857 -75%
Mitsubishi UFJ Asset Management
293
Mitsubishi UFJ Asset Management
Japan
$67K +$9.6K +192 +17%
BC
294
Bartlett & Co
Ohio
$67K +$67K +1,330 New
BCWM
295
Bartlett & Co Wealth Management
Ohio
$66.8K – – –
AF
296
Allworth Financial
California
$65K – – –
TCOV
297
Trust Company of Vermont
Vermont
$64K – – –
SFS
298
Sowell Financial Services
Arkansas
$61K +$454 +9 +0.8%
SWA
299
Sutton Wealth Advisors
Florida
$55.4K – – –
QI
300
QS Investors
New York
$55K -$96K -1,895 -64%
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12
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