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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
$4.4B
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
$333M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$1.05B
5
Norges Bank
Norges Bank
Norway
$559M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$347M
2
Capital Research Global Investors
Capital Research Global Investors
California
$0
3
Goldman Sachs
Goldman Sachs
New York
$74.8M
4
OAC
OMERS Administration Corp
Ontario, Canada
$161M
5
Citadel Advisors
Citadel Advisors
Florida
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Research Global Investors
401
Capital Research Global Investors
California
– -$203M -3,467,693 Closed
IG
402
ING Group
Netherlands
– -$2.62M -44,784 Closed
Lido Advisors
403
Lido Advisors
California
– -$2.42M -41,500 Closed
ECM
404
ExodusPoint Capital Management
New York
– -$1.27M -21,688 Closed
BDS
405
Banco de Sabadell
Florida
– -$1.37M -17,600 Closed
ZIG
406
Zurich Insurance Group
Switzerland
– -$993K -17,000 Closed
Simplex Trading
407
Simplex Trading
Illinois
– -$347K -5,948 Closed
LOAME
408
Lombard Odier Asset Management (Europe)
United Kingdom
– -$439K -5,634 Closed
Verition Fund Management
409
Verition Fund Management
Connecticut
– -$327K -5,605 Closed
VF
410
Virtu Financial
New York
– -$278K -4,751 Closed
Kovitz Investment Group Partners
411
Kovitz Investment Group Partners
Illinois
– -$265K -4,540 Closed
M
412
Mirova
France
– -$250K -4,287 Closed
LOAMS
413
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$332K -4,262 Closed
ALAM
414
Asahi Life Asset Management
Japan
– -$202K -3,460 Closed
IA
415
IFP Advisors
Florida
– -$23K -401 Closed
CIA
416
Cascade Investment Advisors
Oregon
– -$8.76K -150 Closed
TAIM
417
TD Ameritrade Investment Management
Nebraska
– -$8K -139 Closed
CCM
418
Chiron Capital Management
Florida
– -$6K -100 Closed
NIC
419
Northwest Investment Counselors
Oregon
– -$4K -75 Closed
AA
420
Advisory Alpha
Michigan
– -$4K -62 Closed
FHA
421
Flagship Harbor Advisors
Massachusetts
– -$3K -62 Closed
RA
422
Rational Advisors
New York
– -$2K -26 Closed
NIM
423
NuWave Investment Management
New Jersey
– -$2K -26 Closed
TFGT
424
TS Financial Group (TSFG)
Illinois
– -$1K -25 Closed
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