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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 %
UCFA
426
United Capital Financial Advisors
Texas
– -$268K -3,463 Closed
KA
427
KLCM Advisors
Wisconsin
– -$265K -3,419 Closed
ONB
428
Old National Bancorp
Indiana
– -$260K -3,350 Closed
AAM
429
American Asset Management
Florida
– -$253K -3,261 Closed
FMBTD
430
First Midwest Bank Trust Division
Illinois
– -$249K -3,208 Closed
BW
431
Bison Wealth
Georgia
– -$248K -3,205 Closed
LRPA
432
L. Roy Papp & Associates
Arizona
– -$244K -3,150 Closed
GAM
433
Griffin Asset Management
New York
– -$239K -3,079 Closed
FC
434
FORA Capital
Florida
– -$238K -3,072 Closed
OC
435
Oarsman Capital
Wisconsin
– -$234K -3,021 Closed
PNC
436
Park National Corp
Ohio
– -$231K -2,985 Closed
VFA
437
Voya Financial Advisors
Connecticut
– -$230K -2,983 Closed
PP
438
Patten & Patten
Tennessee
– -$226K -2,922 Closed
PTC
439
Private Trust Company
Ohio
– -$225K -2,910 Closed
NB
440
Nicolet Bankshares
Wisconsin
– -$222K -2,866 Closed
LPT
441
Legacy Private Trust
Wisconsin
– -$220K -2,836 Closed
Nomura Asset Management
442
Nomura Asset Management
Japan
– -$217K -2,800 Closed
CG
443
Caprock Group
Idaho
– -$216K -2,788 Closed
CCA
444
Checchi Capital Advisers
California
– -$216K -2,781 Closed
NPPM
445
North Point Portfolio Managers
Ohio
– -$213K -2,750 Closed
BSW
446
Buckingham Strategic Wealth
Missouri
– -$211K -2,724 Closed
SMC
447
Smith, Moore & Co
Missouri
– -$209K -2,693 Closed
KWM
448
Kingsview Wealth Management
Oregon
– -$207K -2,674 Closed
BAM
449
Belpointe Asset Management
Nevada
– -$203K -2,622 Closed
CCIA
450
Campbell & Co Investment Adviser
Maryland
– -$200K -2,582 Closed
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