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Bank of Montreal
BMO

Overview Fund Activity

373 hedge funds and large institutions have $13.2B invested in Bank of Montreal in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 149 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
-22
Holders Change %
-5.57%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.18%
New
38
Increased
104
Reduced
149
Closed
59
Calls
$283M
Puts
$204M
Net Calls
+$79.2M
Net Calls Change
+$22.8M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$130M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$84.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$71.3M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$66.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$50.1M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$695M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$131M
3
SC
Scotia Capital
Ontario, Canada
-$120M
4
Goldman Sachs
Goldman Sachs
New York
-$118M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$65.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
351
Balentine LLC
Georgia
$4K +$3.13K +61 +359%
ED
352
Exane Derivatives
France
$3.43K -$127K -2,400 -97%
IFAM
353
Institutional & Family Asset Management
Colorado
$3K – – –
FHA
354
Flagship Harbor Advisors
Massachusetts
$3K – – –
FHA
355
First Horizon Advisors
Tennessee
$3K +$1.5K +31 +100%
THWM
356
Taylor Hoffman Wealth Management
Virginia
$3K +$3K +50 New
FP
357
Financial Perspectives
Minnesota
$2.23K – – –
SWM
358
Sugarloaf Wealth Management
Georgia
$2K – – –
M
359
MOTCO
Texas
$2K – – –
LWA
360
Lenox Wealth Advisors
New York
$2K – – –
HIA
361
Harbor Investment Advisory
Maryland
$2K – – –
BAM
362
Bellevue Asset Management
Washington
$2K – – –
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
WLPWM
364
Walled Lake Planning & Wealth Management
Illinois
$1K -$4.72K -118 -83%
LWM
365
Lenox Wealth Management
Ohio
$1K -$1.08K -39 -52%
EW
366
Evoke Wealth
California
$1K -$1.37K -26 -58%
BWM
367
Baystate Wealth Management
Massachusetts
$1K -$100 -1 -9%
TFGT
368
TS Financial Group (TSFG)
Illinois
$1K – – –
CFB
369
Cullen/Frost Bankers
Texas
$1K – – –
AWM
370
Avior Wealth Management
Nebraska
$1K – – –
TI
371
tru Independence
Oregon
$5 – – –
Bank of Nova Scotia
372
Bank of Nova Scotia
Ontario, Canada
– -$695M -13,822,859 Closed
SC
373
Scotia Capital
Ontario, Canada
– -$120M -2,389,381 Closed
National Pension Service
374
National Pension Service
South Korea
– -$59.8M -842,028 Closed
BONST
375
Bank of Nova Scotia Trust
Ontario, Canada
– -$32.1M -638,460 Closed
13 14
15
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