BMO icon

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
$624M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$661M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$153M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$66.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.14B

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.76B
3
SC
Scotia Capital
Ontario, Canada
$0
4
Goldman Sachs
Goldman Sachs
New York
$51.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMIC
26
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$75.9M +$4.78M +90,035 +7%
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.6M -$4.73M -89,625 -6%
CAM
28
Cidel Asset Management
Ontario, Canada
$69.6M +$4.4M +82,850 +7%
CS
29
Credit Suisse
Switzerland
$68.3M -$10.6M -199,005 -13%
GC
30
Guardian Capital
Ontario, Canada
$67.7M -$62.2M -1,171,813 -48%
SEI Investments
31
SEI Investments
Pennsylvania
$66.4M -$116K -2,189 -0.2%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$66.2M +$66.2M +1,246,950 New
Geode Capital Management
33
Geode Capital Management
Massachusetts
$60.7M +$5.39M +100,350 +10%
VPI
34
Value Partners Investments
Manitoba, Canada
$57.3M +$16.3M +307,877 +40%
IIM
35
Intact Investment Management
Quebec, Canada
$56.4M -$22.7M -315,400 -29%
Bank of America
36
Bank of America
North Carolina
$56.2M -$10.8M -204,501 -16%
BCIM
37
British Columbia Investment Management
British Columbia, Canada
$55.5M +$32.9M +618,932 +146%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$54.1M +$644K +12,145 +1%
OAC
39
OMERS Administration Corp
Ontario, Canada
$53.6M – – –
AII
40
AGF Investments Inc
Ontario, Canada
$51.6M -$524K -9,846 -1%
Goldman Sachs
41
Goldman Sachs
New York
$51.3M -$118M -2,231,790 -70%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$49.6M +$26.5M +500,000 +115%
First Trust Advisors
43
First Trust Advisors
Illinois
$44.1M -$1.9M -35,834 -4%
Invesco
44
Invesco
Georgia
$43.5M -$21.1M -398,616 -33%
Fidelity International
45
Fidelity International
Bermuda
$42.7M -$10.3M -193,576 -19%
Marshall Wace
46
Marshall Wace
United Kingdom
$42.7M -$14.2M -268,014 -25%
MGIM
47
M&G Investment Management
United Kingdom
$42M -$5.45M -102,783 -11%
AIMCA
48
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$41.8M -$24.5M -462,400 -37%
MSE
49
MUFG Securities EMEA
United Kingdom
$40.6M -$21M -395,000 -34%
Morgan Stanley
50
Morgan Stanley
New York
$36.8M -$27.5M -517,552 -43%
1
2
3 4 5