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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 %
BA
376
Bridgewater Associates
Connecticut
– -$10.3M -205,615 Closed
BAM
377
Berkshire Asset Management
Pennsylvania
– -$7.25M -144,193 Closed
Nordea Investment Management
378
Nordea Investment Management
Sweden
– -$3.66M -74,414 Closed
PP
379
Prudential plc
United Kingdom
– -$3.07M -61,133 Closed
VMPIC
380
Varma Mutual Pension Insurance Co
Finland
– -$3M -60,000 Closed
EAM
381
Eagle Asset Management
Florida
– -$2.45M -48,719 Closed
Arrowstreet Capital
382
Arrowstreet Capital
Massachusetts
– -$1.74M -34,464 Closed
EAM
383
Erste Asset Management
Austria
– -$1.61M -33,820 Closed
BCM
384
Bridgeway Capital Management
Texas
– -$1.43M -28,500 Closed
SC
385
Savant Capital
Illinois
– -$1.17M -23,180 Closed
ACM
386
Ativo Capital Management
Illinois
– -$820K -16,314 Closed
DCP
387
DSM Capital Partners
Florida
– -$721K -14,400 Closed
CA
388
Commerzbank Aktiengesellschaft
Germany
– -$718K -14,285 Closed
JPMPWA
389
J.P. Morgan Private Wealth Advisors
California
– -$545K -10,845 Closed
Susquehanna International Group
390
Susquehanna International Group
Pennsylvania
– -$467K -9,285 Closed
Qube Research & Technologies (QRT)
391
Qube Research & Technologies (QRT)
United Kingdom
– -$356K -7,075 Closed
ALAM
392
Asahi Life Asset Management
Japan
– -$347K -6,950 Closed
MME
393
Meag Munich Ergo
Germany
– -$335K -6,719 Closed
AAS
394
Annex Advisory Services
Wisconsin
– -$315K -6,270 Closed
WAM
395
World Asset Management
Michigan
– -$305K -6,068 Closed
TSS
396
Two Sigma Securities
New York
– -$305K -6,061 Closed
RSWM
397
Robertson Stephens Wealth Management
California
– -$290K -5,774 Closed
LOAME
398
Lombard Odier Asset Management (Europe)
United Kingdom
– -$400K -5,634 Closed
GC
399
Guggenheim Capital
Illinois
– -$256K -5,089 Closed
BCM
400
Brookstone Capital Management
Illinois
– -$251K -4,991 Closed
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