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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 %
LS
351
Leelyn Smith
Illinois
$8K – – –
TCM
352
Tradewinds Capital Management
Washington
$8K +$1.63K +32 +26%
CIA
353
Cascade Investment Advisors
Oregon
$7.54K -$446K -8,875 -98%
WLPWM
354
Walled Lake Planning & Wealth Management
Illinois
$7K -$2.4M -48,976 -100%
TAIM
355
TD Ameritrade Investment Management
Nebraska
$7K +$721 +14 +11%
GAM
356
Gemmer Asset Management
California
$7K +$7K +136 New
FGAM
357
Financial Gravity Asset Management
Texas
$6.25K +$3.09K +84 +98%
MF
358
Manchester Financial
California
$5K – – –
CFA
359
Carroll Financial Associates
North Carolina
$5K – – –
FMII
360
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
WQ
361
Wealth Quarterback
New Jersey
$4.84K -$908 -18 -16%
MG
362
MilWealth Group
Wisconsin
$4.32K – – –
KPW
363
Kore Private Wealth
New York
$4K -$6.75K -135 -63%
LIA
364
LS Investment Advisors
Michigan
$4K – – –
DAM
365
Delta Asset Management
Tennessee
$4K – – –
TFO
366
Tarbox Family Office
California
$4K – – –
MWC
367
MBM Wealth Consultants
Missouri
$4K – – –
HFS
368
HBC Financial Services
Washington
$4K – – –
EARNEST Partners
369
EARNEST Partners
Georgia
$4K – – –
GI
370
Gradient Investments
Minnesota
$3K -$11.4K -250 -79%
FHA
371
Flagship Harbor Advisors
Massachusetts
$3K -$3K -62 -50%
BWM
372
BerganKDV Wealth Management
Minnesota
$3K – – –
SWM
373
Sugarloaf Wealth Management
Georgia
$3K – – –
IFAM
374
Institutional & Family Asset Management
Colorado
$3K – – –
LWM
375
Lenox Wealth Management
Ohio
$3K +$1.76K +44 +142%
13 14
15
16 17