BMO icon

Bank of Montreal
BMO

Overview Fund Activity

356 hedge funds and large institutions have $15.4B invested in Bank of Montreal in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 125 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
-17
Holders Change %
-4.56%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
41
Increased
108
Reduced
125
Closed
56
Calls
$304M
Puts
$210M
Net Calls
+$93.6M
Net Calls Change
+$14.5M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$784M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$466M
3
SC
Scotia Capital
Ontario, Canada
$126M
4
OAC
OMERS Administration Corp
Ontario, Canada
$167M
5
Goldman Sachs
Goldman Sachs
New York
$134M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$886M
2
Capital Research Global Investors
Capital Research Global Investors
California
$203M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.89B
4
SEI Investments
SEI Investments
Pennsylvania
$0
5
Canada Life
Canada Life
Manitoba, Canada
$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$129M -$18.5M -315,808 -12%
SC
27
Scotia Capital
Ontario, Canada
$126M +$126M +2,149,872 New
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$110M +$15.4M +263,655 +16%
Newport Trust Company
29
Newport Trust Company
District of Columbia
$90.1M +$281K +4,810 +0.3%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.9M +$8.64M +148,093 +11%
CCMIC
31
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$87.4M +$3.83M +65,629 +5%
GC
32
Guardian Capital
Ontario, Canada
$84.8M +$10.4M +177,667 +14%
CS
33
Credit Suisse
Switzerland
$77.7M +$2.5M +42,876 +3%
BCIM
34
British Columbia Investment Management
British Columbia, Canada
$75.6M +$14.6M +250,512 +24%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$68.3M +$1.81M +30,745 +3%
AII
36
AGF Investments Inc
Ontario, Canada
$62.3M +$5.64M +96,450 +10%
IIM
37
Intact Investment Management
Quebec, Canada
$59.5M -$1.43M -18,400 -2%
Invesco
38
Invesco
Georgia
$59M +$11.1M +189,305 +23%
CAM
39
Cidel Asset Management
Ontario, Canada
$56.7M -$19.8M -339,201 -26%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$53.9M -$5.66M -96,981 -10%
VPI
41
Value Partners Investments
Manitoba, Canada
$51.4M -$11.6M -198,772 -18%
First Trust Advisors
42
First Trust Advisors
Illinois
$51.4M +$2.8M +47,996 +6%
MGIM
43
M&G Investment Management
United Kingdom
$45.8M -$533K -9,106 -1%
Fidelity International
44
Fidelity International
Bermuda
$44.2M -$2.74M -46,897 -6%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$43.3M +$3.02M +51,892 +8%
BONST
46
Bank of Nova Scotia Trust
Ontario, Canada
$40.3M +$40.3M +689,231 New
Deutsche Bank
47
Deutsche Bank
Germany
$39.5M +$5.19M +88,828 +15%
Citadel Advisors
48
Citadel Advisors
Florida
$38.6M +$34.3M +586,415 +795%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$37.8M -$8.12M -139,400 -18%
Morgan Stanley
50
Morgan Stanley
New York
$35.8M -$4.71M -80,635 -12%
1
2
3 4 5