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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 %
CFN
301
Cordasco Financial Network
Florida
$210K +$304 +4 +0.1%
MFG
302
Magnus Financial Group
New York
$210K +$210K +2,765 New
FTDI
303
First Trust Direct Indexing
Massachusetts
$210K +$210K +2,765 New
CG
304
Caprock Group
Idaho
$208K +$208K +2,730 New
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$175K +$5.69K +75 +3%
IRC
306
Investors Research Corp
Georgia
$164K – – –
QCG
307
Quadrant Capital Group
Ohio
$160K +$4.35K +57 +3%
PA
308
Parallel Advisors
California
$159K +$1.29K +17 +0.8%
PFO
309
Pathstone Family Office
New Jersey
$158K – – –
LC
310
Lindbrook Capital
California
$153K – – –
BFEC
311
Benjamin F. Edwards & Company
Missouri
$128K +$35.5K +465 +38%
JFA
312
JNBA Financial Advisors
Minnesota
$120K – – –
SPIA
313
Steward Partners Investment Advisory
New York
$117K -$120K -1,574 -51%
PAM
314
Panagora Asset Management
Massachusetts
$110K – – –
VFA
315
Valeo Financial Advisors
Indiana
$106K – – –
WB
316
Webster Bank
Connecticut
$106K – – –
SSB
317
Sandy Spring Bank
Maryland
$104K – – –
BWA
318
BDO Wealth Advisors
Florida
$103K – – –
BCWM
319
Bartlett & Co Wealth Management
Ohio
$101K – – –
BC
320
Bartlett & Co
Ohio
$101K – – –
AF
321
Allworth Financial
California
$99K – – –
TCOV
322
Trust Company of Vermont
Vermont
$98K – – –
IHWM
323
Iron Horse Wealth Management
Iowa
$90K +$90K +1,180 New
EDRH
324
Edmond de Rothschild Holding
Switzerland
$89K +$89K +1,170 New
SWA
325
Sutton Wealth Advisors
Florida
$83.3K -$532 -7 -0.6%
11 12
13
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