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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 %
PAM
276
Panagora Asset Management
Massachusetts
$84K – – –
VFA
277
Valeo Financial Advisors
Indiana
$82K -$4.8K -82 -6%
WB
278
Webster Bank
Connecticut
$82K – – –
SSB
279
Sandy Spring Bank
Maryland
$80K – – –
BWA
280
BDO Wealth Advisors
Florida
$79K – – –
BC
281
Bartlett & Co
Ohio
$78K – – –
BCWM
282
Bartlett & Co Wealth Management
Ohio
$77.7K – – –
AF
283
Allworth Financial
California
$76K – – –
TCOV
284
Trust Company of Vermont
Vermont
$75K – – –
BFEC
285
Benjamin F. Edwards & Company
Missouri
$71K – – –
ASN
286
Advisory Services Network
Georgia
$67K +$67K +1,145 New
SWA
287
Sutton Wealth Advisors
Florida
$64.4K – – –
HI
288
Hudock Inc
Pennsylvania
$64K +$408 +7 +0.6%
C
289
Cerebellum
California
$62K +$39K +663 +169%
SFS
290
Sowell Financial Services
Arkansas
$60K +$585 +10 +1%
HNB
291
Huntington National Bank
Ohio
$58K -$1.56K -27 -3%
WT
292
Washington Trust
Rhode Island
$58K – – –
FCM
293
Firestone Capital Management
Florida
$58K – – –
PP
294
Pacifica Partners
Canada
$50K -$71.8K -1,227 -59%
EFSCE
295
Enterprise Financial Services Corp (EFSC)
Missouri
$47K – – –
BCA
296
Bray Capital Advisors
Florida
$47K – – –
CPA
297
Cowen Prime Advisors
New York
$44K – – –
APA
298
American Portfolios Advisors
New York
$37.7K +$467 +8 +1%
CG
299
Cutler Group
California
$35K -$227K -3,886 -87%
PGAM
300
Princeton Global Asset Management
New Jersey
$35K – – –
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12
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