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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 %
CFB
351
Cullen/Frost Bankers
Texas
$1K – – –
PCG
352
Private Capital Group
Connecticut
$1K – – –
TFGT
353
TS Financial Group (TSFG)
Illinois
$1K – – –
BWM
354
Baystate Wealth Management
Massachusetts
$1K +$91 +1 +10%
EW
355
Evoke Wealth
California
$1K +$50 +1 +5%
GWS
356
Glassman Wealth Services
Virginia
$1K +$1K +13 New
SEI Investments
357
SEI Investments
Pennsylvania
– -$66.4M -1,251,550 Closed
MSE
358
MUFG Securities EMEA
United Kingdom
– -$40.6M -765,000 Closed
Two Sigma Investments
359
Two Sigma Investments
New York
– -$16.6M -312,540 Closed
Voloridge Investment Management
360
Voloridge Investment Management
Florida
– -$3.15M -59,408 Closed
SW
361
SkyOak Wealth
Michigan
– -$2.15M -40,574 Closed
Millennium Management
362
Millennium Management
New York
– -$1.24M -23,385 Closed
PAMP
363
Polar Asset Management Partners
Ontario, Canada
– -$1.2M -22,700 Closed
Capital Fund Management (CFM)
364
Capital Fund Management (CFM)
France
– -$1.13M -21,285 Closed
BAM
365
Belpointe Asset Management
Nevada
– -$1.03M -19,399 Closed
PIC
366
PCJ Investment Counsel
Ontario, Canada
– -$1.01M -18,980 Closed
PI
367
PineBridge Investments
New York
– -$1.33M -18,389 Closed
DZ Bank
368
DZ Bank
Germany
– -$759K -14,284 Closed
Walleye Trading
369
Walleye Trading
New York
– -$588K -11,087 Closed
D.E. Shaw & Co
370
D.E. Shaw & Co
New York
– -$579K -10,923 Closed
CIA
371
CSat Investment Advisory
Michigan
– -$539K -10,164 Closed
N
372
Natixis
France
– -$537K -10,111 Closed
VOYA Investment Management
373
VOYA Investment Management
Georgia
– -$408K -7,685 Closed
AG
374
Algert Global
California
– -$380K -7,153 Closed
NL
375
NWAM LLC
Washington
– -$355K -6,685 Closed
13 14
15
16 17