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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 %
AAS
276
Annex Advisory Services
Wisconsin
$257K +$257K +3,384 New
VFA
277
Voya Financial Advisors
Connecticut
$256K -$26.2K -346 -9%
TIM
278
Thompson Investment Management
Wisconsin
$255K -$32.2K -423 -11%
BNP Paribas Financial Markets
279
BNP Paribas Financial Markets
France
$253K – – –
Cetera Investment Advisers
280
Cetera Investment Advisers
Illinois
$252K +$252K +3,314 New
CCP
281
Corient Capital Partners
California
$252K +$252K +3,318 New
LC
282
Landaas & Company
Wisconsin
$247K -$13.7K -181 -5%
JIC
283
Johnson Investment Counsel
Ohio
$247K +$247K +3,248 New
KA
284
KLCM Advisors
Wisconsin
$245K +$245K +3,221 New
VIA
285
Vident Investment Advisory
Georgia
$245K +$245K +3,231 New
SMC
286
Smith, Moore & Co
Missouri
$240K -$52.3K -688 -18%
JPMPWA
287
J.P. Morgan Private Wealth Advisors
California
$238K +$238K +3,136 New
GAM
288
Griffin Asset Management
New York
$237K +$237K +3,117 New
BBHC
289
Brown Brothers Harriman & Co
New York
$234K – – –
BCA
290
Bay Colony Advisors
Massachusetts
$231K +$231K +3,035 New
KOCAA
291
Knights of Columbus Asset Advisors
Connecticut
$228K – – –
RHBC
292
R.H. Bluestein & Co
Michigan
$228K +$228K +3,000 New
AGA
293
Arkos Global Advisors
Texas
$228K +$228K +3,000 New
SW
294
SVB Wealth
Massachusetts
$223K +$223K +2,928 New
AFC
295
AFT Forsyth & Company
Florida
$223K +$223K +2,936 New
FA
296
FDx Advisors
Illinois
$220K +$220K +2,891 New
BWL
297
Bogart Wealth LLC
Virginia
$217K -$5.84K -77 -3%
EI
298
Ethic Inc
New York
$215K +$215K +2,822 New
SS
299
Simplicity Solutions
Minnesota
$214K +$214K +2,816 New
PP
300
Patten & Patten
Tennessee
$212K +$212K +2,783 New
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