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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 %
CWP
326
CFM Wealth Partners
Texas
$23K +$23K +465 New
CTC
327
Central Trust Company
Missouri
$22K -$8.65K -175 -28%
NFG
328
Next Financial Group
Texas
$22K -$3.07K -62 -12%
GRP
329
Global Retirement Partners
California
$21K – – –
FWM
330
FSA Wealth Management
Massachusetts
$20K -$48.7K -989 -71%
WT
331
Whittier Trust
California
$20K – – –
OSNBOA
332
Old Second National Bank of Aurora
Illinois
$19K +$19K +383 New
WAS
333
Winch Advisory Services
Wisconsin
$18K – – –
CLOS
334
Compagnie Lombard Odier SCmA
Switzerland
$17K – – –
MIP
335
Mondrian Investment Partners
United Kingdom
$15K – – –
OPS
336
Orion Portfolio Solutions
Nebraska
$14K +$14K +283 +28,300%
LC
337
Lindbrook Capital
California
$13K -$78.2K -1,522 -86%
FANJ
338
Financial Architects (New Jersey)
New Jersey
$13K -$6.34K -122 -33%
BCA
339
Berman Capital Advisors
Georgia
$13K +$11.3K +232 +663%
PB
340
Pinnacle Bancorp
Nebraska
$12K -$1.83K -35 -13%
SMFS
341
Squar Milner Financial Services
California
$12K – – –
AAP
342
Arax Advisory Partners
Colorado
$11K – – –
SBL
343
Sargent Bickham Lagudis
Colorado
$11K – – –
TPWA
344
TRUE Private Wealth Advisors
Oregon
$11K +$97 +2 +0.9%
EIP
345
Ellis Investment Partners
Pennsylvania
$11K +$140 +3 +1%
MSFP
346
Mark Sheptoff Financial Planning
Connecticut
$10K -$5K -100 -33%
IWP
347
IAG Wealth Partners
Wisconsin
$10K +$3.06K +55 +44%
ACA
348
Atlas Capital Advisors
Wyoming
$9.55K – – –
RCA
349
Ranch Capital Advisors
Florida
$9K – – –
FWM
350
Focused Wealth Management
New York
$8K – – –
12 13
14
15 16