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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $20.9B invested in Bank of Montreal in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 99 increasing their positions, 140 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+43
Holders Change %
+12.08%
% of All Funds
7.08%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.43%
New
71
Increased
99
Reduced
140
Closed
24
Calls
$433M
Puts
$308M
Net Calls
+$125M
Net Calls Change
+$31.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$635M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$559M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$106M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$78.7M
5
Norges Bank
Norges Bank
Norway
+$76.9M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$260M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$203M
3
Goldman Sachs
Goldman Sachs
New York
-$99.1M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$56.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
376
EARNEST Partners
Georgia
$6K – – –
IWP
377
IAG Wealth Partners
Wisconsin
$6K – – –
FMP
378
Financial Management Professionals
Texas
$6K +$1.63K +22 +37%
TCWA
379
Ten Capital Wealth Advisors
Washington
$6K +$6K +77 New
PWPS
380
Pinnacle Wealth Planning Services
Ohio
$6K +$6K +82 New
BAM
381
Bellevue Asset Management
Washington
$5K +$786 +11 +19%
HWA
382
HHM Wealth Advisors
Tennessee
$5K +$5K +65 New
ED
383
Exane Derivatives
France
$4.94K – – –
FHA
384
First Horizon Advisors
Tennessee
$4K – – –
CFD
385
Creative Financial Designs
Indiana
$4K – – –
GI
386
Gradient Investments
Minnesota
$4K – – –
RCA
387
Ranch Capital Advisors
Florida
$4K – – –
FP
388
Financial Perspectives
Minnesota
$3.19K – – –
SWM
389
Sugarloaf Wealth Management
Georgia
$3K – – –
M
390
MOTCO
Texas
$3K – – –
LWA
391
Lenox Wealth Advisors
New York
$3K – – –
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
EW
393
Evoke Wealth
California
$2K – – –
TFO
394
Tarbox Family Office
California
$2K – – –
BAM
395
Barrett Asset Management
New York
$2K +$2K +25 New
HIA
396
Harbor Investment Advisory
Maryland
$1K -$1.06K -18 -51%
BWM
397
Baystate Wealth Management
Massachusetts
$1K -$100 -1 -9%
CFB
398
Cullen/Frost Bankers
Texas
$1K – – –
PCG
399
Private Capital Group
Connecticut
$1K – – –
CWA
400
Clearview Wealth Advisors
Oregon
$1K +$1K +17 New
13 14 15
16
17