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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 %
QSS
376
Quantitative Systematic Strategies
Florida
– -$313K -5,895 Closed
TI
377
Trexquant Investment
Connecticut
– -$310K -5,839 Closed
PAM
378
Premier Asset Management
Illinois
– -$277K -5,229 Closed
PP
379
Paloma Partners
Connecticut
– -$269K -5,062 Closed
BBVA
380
Banco Bilbao Vizcaya Argentaria
Spain
– -$267K -5,045 Closed
HF
381
HRT Financial
New York
– -$252K -4,768 Closed
DTL
382
Dynamic Technology Lab
Singapore
– -$240K -4,527 Closed
SC
383
Slow Capital
California
– -$213K -4,013 Closed
HPC
384
HM Payson & Co
Maine
– -$212K -4,000 Closed
CCA
385
Checchi Capital Advisers
California
– -$202K -3,812 Closed
O
386
Ossiam
France
– -$149K -2,800 Closed
BlackRock
387
BlackRock
New York
– -$119K -2,235 Closed
CAN
388
Cetera Advisor Networks
California
– -$81K -1,529 Closed
QI
389
QS Investors
New York
– -$68K -1,289 Closed
ClearBridge Investments
390
ClearBridge Investments
New York
– -$51K -1,000 Closed
PAG
391
Private Advisor Group
New Jersey
– -$53K -990 Closed
QT
392
Quantbot Technologies
New York
– -$47K -904 Closed
PA
393
Procyon Advisors
Connecticut
– -$38K -725 Closed
SCA
394
Stonebridge Capital Advisors
Minnesota
– -$27K -500 Closed
CWP
395
CFM Wealth Partners
Texas
– -$24K -465 Closed
SF
396
Synovus Financial
Georgia
– -$23K -439 Closed
KPW
397
Kore Private Wealth
New York
– -$18K -353 Closed
OPS
398
Orion Portfolio Solutions
Nebraska
– -$15K -284 Closed
FANJ
399
Financial Architects (New Jersey)
New Jersey
– -$13K -250 Closed
EIP
400
Ellis Investment Partners
Pennsylvania
– -$12K -240 Closed
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