BMO icon

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 %
BCV
276
Banque Cantonale Vaudoise
Switzerland
$101K +$101K +1,900 New
LFG
277
LifePlan Financial Group
Ohio
$86K – – –
JFA
278
JNBA Financial Advisors
Minnesota
$84K +$84K +1,575 New
CAN
279
Cetera Advisor Networks
California
$81K +$81K +1,529 New
VFA
280
Valeo Financial Advisors
Indiana
$79K +$4.37K +82 +6%
PAM
281
Panagora Asset Management
Massachusetts
$77K – – –
QCG
282
Quadrant Capital Group
Ohio
$75K +$5.72K +108 +8%
WB
283
Webster Bank
Connecticut
$74K – – –
SSB
284
Sandy Spring Bank
Maryland
$73K -$74.4K -1,400 -50%
BWA
285
BDO Wealth Advisors
Florida
$72K – – –
CPA
286
Cowen Prime Advisors
New York
$72K – – –
BC
287
Bartlett & Co
Ohio
$71K – – –
BCWM
288
Bartlett & Co Wealth Management
Ohio
$70.6K – – –
AF
289
Allworth Financial
California
$69K – – –
TCOV
290
Trust Company of Vermont
Vermont
$68K – – –
QI
291
QS Investors
New York
$68K +$10.7K +203 +19%
BFEC
292
Benjamin F. Edwards & Company
Missouri
$64K -$265K -5,024 -81%
SWA
293
Sutton Wealth Advisors
Florida
$58.5K – – –
HI
294
Hudock Inc
Pennsylvania
$57K +$313 +6 +0.6%
HNB
295
Huntington National Bank
Ohio
$55K +$3.94K +74 +8%
SFS
296
Sowell Financial Services
Arkansas
$54K -$10.2K -192 -16%
FCM
297
Firestone Capital Management
Florida
$53K – – –
PAG
298
Private Advisor Group
New Jersey
$53K +$53K +990 New
WT
299
Washington Trust
Rhode Island
$52K – – –
ClearBridge Investments
300
ClearBridge Investments
New York
$51K – – –
10 11
12
13 14