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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 %
SFS
326
Sowell Financial Services
Arkansas
$79K +$611 +8 +0.8%
FCM
327
Firestone Capital Management
Florida
$76K – – –
WT
328
Washington Trust
Rhode Island
$76K – – –
GLLW
329
Graves Light Lenhart Wealth
Virginia
$76K +$76K +1,000 New
ASN
330
Advisory Services Network
Georgia
$75K -$11.7K -155 -14%
JWM
331
Janiczek Wealth Management
Colorado
$70K +$63.7K +837 +1,008%
HI
332
Hudock Inc
Pennsylvania
$67K -$15.5K -206 -19%
FC
333
FORA Capital
Florida
$66K -$113K -1,487 -63%
PP
334
Pacifica Partners
Canada
$62K -$2.26K -30 -4%
BCA
335
Bray Capital Advisors
Florida
$61K – – –
EFSCE
336
Enterprise Financial Services Corp (EFSC)
Missouri
$61K – – –
MGIM
337
M&G Investment Management
United Kingdom
$60.6K +$899 +11,804 +2%
CPA
338
Cowen Prime Advisors
New York
$57K – – –
HNB
339
Huntington National Bank
Ohio
$53K -$23.8K -312 -31%
PGAM
340
Princeton Global Asset Management
New Jersey
$46K – – –
APA
341
American Portfolios Advisors
New York
$45.2K -$3.8K -50 -8%
CG
342
Cutler Group
California
$45K – – –
PWM
343
Perigon Wealth Management
California
$41K +$41K +543 New
RFA
344
Reilly Financial Advisors
California
$39K – – –
KPCM
345
Kings Point Capital Management
New York
$39K – – –
WT
346
Whittier Trust
California
$31K – – –
RA
347
Reby Advisors
Connecticut
$30K +$30K +397 New
CAM
348
CenterStar Asset Management
Illinois
$28K – – –
WAS
349
Winch Advisory Services
Wisconsin
$27K -$6.63K -86 -20%
CLOS
350
Compagnie Lombard Odier SCmA
Switzerland
$26K – – –
12 13
14
15 16