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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 %
CCM
326
Chiron Capital Management
Florida
$6K +$6K +100 New
MG
327
MilWealth Group
Wisconsin
$5.02K – – –
MWC
328
MBM Wealth Consultants
Missouri
$5K – – –
EARNEST Partners
329
EARNEST Partners
Georgia
$5K – – –
JWM
330
Janiczek Wealth Management
Colorado
$5K +$5K +83 New
IWP
331
IAG Wealth Partners
Wisconsin
$4K -$7.46K -125 -65%
GI
332
Gradient Investments
Minnesota
$4K – – –
AA
333
Advisory Alpha
Michigan
$4K +$4K +62 New
NIC
334
Northwest Investment Counselors
Oregon
$4K +$4K +75 New
ED
335
Exane Derivatives
France
$3.78K – – –
RCA
336
Ranch Capital Advisors
Florida
$3K -$5.95K -125 -66%
FHA
337
Flagship Harbor Advisors
Massachusetts
$3K – – –
FHA
338
First Horizon Advisors
Tennessee
$3K – – –
BAM
339
Bellevue Asset Management
Washington
$3K +$814 +16 +37%
FMP
340
Financial Management Professionals
Texas
$3K +$3K +59 New
CFD
341
Creative Financial Designs
Indiana
$3K +$3K +59 New
FP
342
Financial Perspectives
Minnesota
$2.45K – – –
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
LWA
344
Lenox Wealth Advisors
New York
$2K – – –
SWM
345
Sugarloaf Wealth Management
Georgia
$2K – – –
M
346
MOTCO
Texas
$2K – – –
HIA
347
Harbor Investment Advisory
Maryland
$2K – – –
NIM
348
NuWave Investment Management
New Jersey
$2K +$2K +26 New
RA
349
Rational Advisors
New York
$2K +$2K +26 New
TFO
350
Tarbox Family Office
California
$1K -$2.44K -61 -71%
12 13
14
15 16