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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 %
AAMU
51
Amundi Asset Management US
Massachusetts
$35.7M +$613K +10,503 +2%
Bank of America
52
Bank of America
North Carolina
$35.4M -$26.5M -453,233 -43%
Marshall Wace
53
Marshall Wace
United Kingdom
$34.6M -$12.2M -210,210 -26%
Northern Trust
54
Northern Trust
Illinois
$32.4M +$1.81M +30,962 +6%
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$28.8M -$2.8M -48,011 -9%
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$28.5M -$44.2M -758,227 -61%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$27.9M -$123K -2,107 -0.4%
Allianz Asset Management
58
Allianz Asset Management
Germany
$27M +$1.64M +28,205 +6%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$25.3M -$29.1M -500,000 -53%
Axa
60
Axa
France
$23M -$123K -2,100 -0.5%
APG Asset Management
61
APG Asset Management
Netherlands
$20.7M -$1.61M -32,312 -7%
AG
62
Aperio Group
California
$20.4M +$1.07M +18,343 +6%
GCA
63
Guardian Capital Advisors
Ontario, Canada
$19.8M +$826K +13,772 +4%
ATN
64
AMF Tjänstepension
Sweden
$19M -$748K -12,828 -4%
TAM
65
Todd Asset Management
Kentucky
$17.6M +$3.95M +67,567 +29%
PAMU
66
Pictet Asset Management (UK)
United Kingdom
$15M -$58.3K -1,000 -0.4%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$13.4M -$942K -16,120 -7%
Renaissance Technologies
68
Renaissance Technologies
New York
$13.3M -$17.8M -305,132 -57%
Korea Investment Corp
69
Korea Investment Corp
South Korea
$13.2M -$4.62M -79,200 -26%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$13.1M -$862K -14,800 -6%
IMPI
71
Ilmarinen Mutual Pension Insurance
Finland
$13M – – –
PPA
72
Parametric Portfolio Associates
Washington
$12.9M -$2.62M -44,932 -17%
UBS Group
73
UBS Group
Switzerland
$12.5M +$1.71M +29,257 +16%
Aviva
74
Aviva
United Kingdom
$12.1M -$346K -5,942 -3%
DWM
75
Dorchester Wealth Management
Quebec, Canada
$11.7M +$41.4K +710 +0.4%
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