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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 %
HI
301
Hudock Inc
Pennsylvania
$54K +$249 +5 +0.5%
ClearBridge Investments
302
ClearBridge Investments
New York
$50K – – –
FCM
303
Firestone Capital Management
Florida
$50K – – –
WT
304
Washington Trust
Rhode Island
$50K +$50K +1,000 New
HNB
305
Huntington National Bank
Ohio
$49K -$3.12K -61 -6%
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$47K +$4.6K +91 +11%
SCA
307
Stonebridge Capital Advisors
Minnesota
$46K -$20.6K -415 -31%
BlackRock
308
BlackRock
New York
$45K – – –
DSC
309
Duncker Streett & Co
Missouri
$43K – – –
BCA
310
Bray Capital Advisors
Florida
$40K -$17.5K -350 -30%
AIC
311
Ameritas Investment Company
Nebraska
$39K +$39K +775 New
SF
312
Synovus Financial
Georgia
$38K +$16.3K +328 +75%
CPA
313
Cowen Prime Advisors
New York
$38K +$38K +753 New
CAC
314
Certified Advisory Corp
Florida
$36K +$150 +3 +0.4%
AssetMark Inc
315
AssetMark Inc
California
$32K -$2.33K -46 -7%
APA
316
American Portfolios Advisors
New York
$31.6K +$101 +2 +0.3%
PGAM
317
Princeton Global Asset Management
New Jersey
$30K – – –
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$28K – – –
ETC
319
Exchange Traded Concepts
Oklahoma
$28K +$27.4K +547 +4,973%
MWM
320
MBE Wealth Management
Wisconsin
$27K +$27K +551 New
KPCM
321
Kings Point Capital Management
New York
$26K – – –
ZB
322
Zions Bancorporation
Utah
$25K -$31.1K -625 -55%
HDIM
323
Hanson & Doremus Investment Management
Vermont
$25K +$25K +500 New
GIC
324
Gantzert Investment Company
Illinois
$23K – – –
CAN
325
Claraphi Advisory Network
United States
$23K +$23K +460 New
11 12
13
14 15