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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 %
RFA
301
Reilly Financial Advisors
California
$30K -$12.3K -210 -29%
KPCM
302
Kings Point Capital Management
New York
$30K – – –
WAS
303
Winch Advisory Services
Wisconsin
$25K +$4.93K +86 +25%
WT
304
Whittier Trust
California
$24K – – –
IA
305
IFP Advisors
Florida
$23K – – –
CLOS
306
Compagnie Lombard Odier SCmA
Switzerland
$20K – – –
ZB
307
Zions Bancorporation
Utah
$19K -$1.86K -31 -9%
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$17K -$6.4K -113 -27%
CFGS
309
Concourse Financial Group Securities
Alabama
$15K +$15K +250 New
BFC
310
Bedel Financial Consulting
Indiana
$15K +$15K +260 New
AAP
311
Arax Advisory Partners
Colorado
$13K – – –
TPWA
312
TRUE Private Wealth Advisors
Oregon
$13K +$113 +2 +0.9%
SBL
313
Sargent Bickham Lagudis
Colorado
$12K – – –
MSFP
314
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
FWM
315
Focused Wealth Management
New York
$9K – – –
LS
316
Leelyn Smith
Illinois
$9K – – –
BCA
317
Berman Capital Advisors
Georgia
$9K +$57 +1 +0.6%
CIA
318
Cascade Investment Advisors
Oregon
$8.76K – – –
GRP
319
Global Retirement Partners
California
$8K – – –
TAIM
320
TD Ameritrade Investment Management
Nebraska
$8K +$518 +9 +7%
NFG
321
Next Financial Group
Texas
$8K +$8K +144 New
AssetMark Inc
322
AssetMark Inc
California
$7K -$30.1K -494 -81%
TCM
323
Tradewinds Capital Management
Washington
$7K -$952 -17 -12%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
MF
325
Manchester Financial
California
$6K – – –
11 12
13
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