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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
$933M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$695M
3
Capital Research Global Investors
Capital Research Global Investors
California
$378M
4
Goldman Sachs
Goldman Sachs
New York
$161M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$133M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$355M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$245M
3
OAC
OMERS Administration Corp
Ontario, Canada
$50.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.73B
5
MSE
MUFG Securities EMEA
United Kingdom
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
376
Evoke Wealth
California
$2.25K – – –
FP
377
Financial Perspectives
Minnesota
$2.11K – – –
M
378
MOTCO
Texas
$2K – – –
HIA
379
Harbor Investment Advisory
Maryland
$2K – – –
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
LWA
381
Lenox Wealth Advisors
New York
$2K – – –
JCM
382
Jacobi Capital Management
Pennsylvania
$2K +$54 +1 +3%
BAM
383
Bellevue Asset Management
Washington
$2K +$2K +43 New
CFB
384
Cullen/Frost Bankers
Texas
$1K -$25.8K -309 -96%
BL
385
Balentine LLC
Georgia
$1K -$10.9K -185 -92%
FHA
386
First Horizon Advisors
Tennessee
$1K -$2K -62 -67%
BWM
387
Baystate Wealth Management
Massachusetts
$1K -$1.36K -15 -58%
TFGT
388
TS Financial Group (TSFG)
Illinois
$1K – – –
CCA
389
Column Capital Advisors
Indiana
$1K – – –
AWM
390
Avior Wealth Management
Nebraska
$1K – – –
GWS
391
Glassman Wealth Services
Virginia
$1K +$500 +8 +100%
WCG
392
Weaver Consulting Group
California
$1K +$1K +25 New
NL
393
NWAM LLC
Washington
$346 +$1 +10 +0.1%
TI
394
tru Independence
Oregon
$5 -$115 -2,301 -96%
H
395
Hexavest
Quebec, Canada
– -$40.6M -523,462 Closed
PAMP
396
Polar Asset Management Partners
Ontario, Canada
– -$14.2M -182,600 Closed
BCM
397
Barometer Capital Management
Ontario, Canada
– -$15.9M -159,600 Closed
Macquarie Group
398
Macquarie Group
Australia
– -$5.92M -76,351 Closed
Victory Capital Management
399
Victory Capital Management
Texas
– -$3.88M -50,000 Closed
IG
400
ING Group
Netherlands
– -$2.98M -38,500 Closed
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16
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