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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
+$228M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$94.8M
4
Goldman Sachs
Goldman Sachs
New York
+$87.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$69M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$163M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$152M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$69.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$54.2M
5
MSE
MUFG Securities EMEA
United Kingdom
-$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
401
Jefferies Group
New York
– -$2.61M -33,662 Closed
BDS
402
Banco de Sabadell
Florida
– -$2.53M -25,100 Closed
VC
403
Voit & Company
Wisconsin
– -$1.71M -22,062 Closed
MSAM
404
Moloney Securities Asset Management
Missouri
– -$1.19M -15,321 Closed
SL
405
Signition LP
New York
– -$1.03M -13,300 Closed
Natixis Advisors
406
Natixis Advisors
Massachusetts
– -$1.02M -13,136 Closed
ARTA
407
A.R.T. Advisors
New York
– -$968K -12,492 Closed
QIM
408
Quantitative Investment Management
Virginia
– -$915K -11,818 Closed
BAM
409
Blueshift Asset Management
New Jersey
– -$624K -8,054 Closed
RHBC
410
R.H. Bluestein & Co
Michigan
– -$581K -7,500 Closed
Luther King Capital Management (LKCM)
411
Luther King Capital Management (LKCM)
Texas
– -$447K -5,765 Closed
ECM
412
Evergreen Capital Management
Washington
– -$433K -5,590 Closed
TI
413
Trexquant Investment
Connecticut
– -$396K -5,105 Closed
LC
414
Landaas & Company
Wisconsin
– -$344K -4,439 Closed
CAM
415
Cozad Asset Management
Illinois
– -$330K -4,253 Closed
SC
416
Steph & Co
Wisconsin
– -$311K -4,010 Closed
PG
417
Patten Group
Tennessee
– -$309K -3,989 Closed
AFC
418
AFT Forsyth & Company
Florida
– -$309K -3,986 Closed
JIC
419
Johnson Investment Counsel
Ohio
– -$305K -3,940 Closed
TIM
420
Thompson Investment Management
Wisconsin
– -$300K -3,868 Closed
JIR
421
James Investment Research
Ohio
– -$275K -3,550 Closed
MJP
422
Michael J. Puzo
– -$271K -3,500 Closed
KOMWMG
423
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$271K -3,498 Closed
DHFB
424
Dixon Hubard Feinour & Brown
Virginia
– -$270K -3,488 Closed
SWM
425
SVA Wealth Management
Wisconsin
– -$269K -3,469 Closed
15 16
17
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