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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 %
QT
301
Quantbot Technologies
New York
$47K +$47K +904 New
EFSCE
302
Enterprise Financial Services Corp (EFSC)
Missouri
$43K -$6.44K -121 -13%
BCA
303
Bray Capital Advisors
Florida
$42K – – –
TRCT
304
Tower Research Capital (TRC)
New York
$40K -$122K -2,270 -75%
RFA
305
Reilly Financial Advisors
California
$38K -$991K -18,848 -96%
CAC
306
Certified Advisory Corp
Florida
$38K +$210 +4 +0.6%
PA
307
Procyon Advisors
Connecticut
$38K +$38K +725 New
APA
308
American Portfolios Advisors
New York
$33.8K +$477 +9 +1%
AssetMark Inc
309
AssetMark Inc
California
$32K -$1.21K -23 -4%
PGAM
310
Princeton Global Asset Management
New Jersey
$31K – – –
C
311
Cerebellum
California
$31K +$31K +392 New
SCA
312
Stonebridge Capital Advisors
Minnesota
$27K -$23K -425 -46%
KPCM
313
Kings Point Capital Management
New York
$27K – – –
CWP
314
CFM Wealth Partners
Texas
$24K – – –
SF
315
Synovus Financial
Georgia
$23K -$17.2K -328 -43%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$22K -$8.1K -152 -27%
WT
317
Whittier Trust
California
$21K – – –
IA
318
IFP Advisors
Florida
$21K +$21K +401 New
WAS
319
Winch Advisory Services
Wisconsin
$19K – – –
ZB
320
Zions Bancorporation
Utah
$18K -$7.97K -154 -31%
CLOS
321
Compagnie Lombard Odier SCmA
Switzerland
$18K – – –
KPW
322
Kore Private Wealth
New York
$18K +$13.9K +273 +341%
MIP
323
Mondrian Investment Partners
United Kingdom
$15K – – –
OPS
324
Orion Portfolio Solutions
Nebraska
$15K – – –
FANJ
325
Financial Architects (New Jersey)
New Jersey
$13K – – –
11 12
13
14 15