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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 %
Bank of America
51
Bank of America
North Carolina
$46M -$157K -2,065 -0.3%
Deutsche Bank
52
Deutsche Bank
Germany
$45M -$6.37M -83,805 -12%
AAMU
53
Amundi Asset Management US
Massachusetts
$43.3M -$3.23M -42,489 -7%
Morgan Stanley
54
Morgan Stanley
New York
$41.6M -$4.96M -65,220 -11%
Northern Trust
55
Northern Trust
Illinois
$41.5M -$692K -9,096 -2%
State of Tennessee, Department of Treasury
56
State of Tennessee, Department of Treasury
Tennessee
$36.3M – – –
Marshall Wace
57
Marshall Wace
United Kingdom
$27M -$18.1M -238,107 -40%
AG
58
Aperio Group
California
$26.5M +$19.4K +255 +0.1%
MSC
59
MUFG Securities (Canada)
New York
$26.1M +$26.1M +344,160 New
Citigroup
60
Citigroup
New York
$26.1M +$11.3M +149,201 +77%
GCA
61
Guardian Capital Advisors
Ontario, Canada
$25.4M +$408K +5,383 +2%
APG Asset Management
62
APG Asset Management
Netherlands
$25M -$915K -14,732 -4%
TAM
63
Todd Asset Management
Kentucky
$23.8M +$820K +10,786 +4%
ATN
64
AMF Tjänstepension
Sweden
$22.7M -$2.01M -26,403 -8%
PAMU
65
Pictet Asset Management (UK)
United Kingdom
$21M +$1.43M +18,800 +7%
Allianz Asset Management
66
Allianz Asset Management
Germany
$20.6M -$14.5M -191,410 -41%
PPA
67
Parametric Portfolio Associates
Washington
$20.3M +$3.55M +46,694 +21%
Axa
68
Axa
France
$20.2M -$9.73M -127,967 -33%
Acadian Asset Management
69
Acadian Asset Management
Massachusetts
$20M -$17.1M -225,739 -46%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$19.9M +$2.44M +31,913 +14%
PG
71
Pendal Group
Australia
$18.8M +$18.8M +247,309 New
BCM
72
Barometer Capital Management
Ontario, Canada
$18.7M +$4.85M +50,705 +35%
IMPI
73
Ilmarinen Mutual Pension Insurance
Finland
$17M – – –
Korea Investment Corp
74
Korea Investment Corp
South Korea
$16.8M -$463K -6,100 -3%
RAM
75
Rempart Asset Management
Canada
$16.3M +$16.3M +214,650 New
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