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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 %
Squarepoint
401
Squarepoint
New York
– -$244K -4,846 Closed
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
– -$221K -4,397 Closed
LOAMS
403
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$303K -4,262 Closed
FIM
404
Freedom Investment Management
Connecticut
– -$315K -4,084 Closed
ASN
405
Advisory Services Network
Georgia
– -$191K -3,785 Closed
CBT
406
Capital Bank & Trust
California
– -$168K -3,350 Closed
AT
407
Arden Trust
Delaware
– -$97K -1,914 Closed
Mitsubishi UFJ Asset Management
408
Mitsubishi UFJ Asset Management
Japan
– -$67K -1,340 Closed
DSC
409
Duncker Streett & Co
Missouri
– -$43K -850 Closed
AIC
410
Ameritas Investment Company
Nebraska
– -$39K -775 Closed
ETC
411
Exchange Traded Concepts
Oklahoma
– -$28K -558 Closed
MWM
412
MBE Wealth Management
Wisconsin
– -$27K -551 Closed
HDIM
413
Hanson & Doremus Investment Management
Vermont
– -$25K -500 Closed
CAN
414
Claraphi Advisory Network
United States
– -$23K -460 Closed
GIC
415
Gantzert Investment Company
Illinois
– -$23K -450 Closed
CTC
416
Central Trust Company
Missouri
– -$22K -445 Closed
NFG
417
Next Financial Group
Texas
– -$22K -444 Closed
FWM
418
FSA Wealth Management
Massachusetts
– -$20K -406 Closed
OSNBOA
419
Old Second National Bank of Aurora
Illinois
– -$19K -383 Closed
SMFS
420
Squar Milner Financial Services
California
– -$12K -250 Closed
PB
421
Pinnacle Bancorp
Nebraska
– -$12K -230 Closed
FGAM
422
Financial Gravity Asset Management
Texas
– -$6.25K -170 Closed
GAM
423
Gemmer Asset Management
California
– -$7K -136 Closed
HFS
424
HBC Financial Services
Washington
– -$4K -100 Closed
WQ
425
Wealth Quarterback
New Jersey
– -$4.84K -96 Closed
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