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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 %
Citigroup
76
Citigroup
New York
$11.3M -$5.13M -88,025 -31%
BCM
77
Barometer Capital Management
Ontario, Canada
$11.1M +$11.1M +144,700 New
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$11M +$2.51M +43,000 +30%
Two Sigma Advisers
79
Two Sigma Advisers
New York
$10.5M -$4.82M -82,597 -31%
ACI
80
AMP Capital Investors
Australia
$10.3M +$255K +4,351 +3%
DJSG
81
D.J. St. Germain
Massachusetts
$10.3M -$328K -5,620 -3%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$10.2M -$470K -8,042 -4%
OCAM
83
Onex Canada Asset Management
Ontario, Canada
$9.78M +$9.25M +158,761 +1,756%
MWNA
84
Marshall Wace North America
New York
$9.64M +$1.58M +27,178 +20%
JFL
85
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.62M -$415K -7,126 -4%
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$8.78M +$1.22M +21,010 +16%
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$8.46M -$8.67M -148,860 -51%
Man Group
88
Man Group
United Kingdom
$7.65M -$4.31M -74,011 -36%
BAM
89
Burgundy Asset Management
Ontario, Canada
$7.59M – – –
Federated Hermes
90
Federated Hermes
Pennsylvania
$7.53M -$358K -6,135 -5%
Wells Fargo
91
Wells Fargo
California
$6.71M -$1.34M -22,875 -17%
FRAF
92
Första AP-fonden
Sweden
$6.3M +$216K +3,700 +4%
Skandinaviska Enskilda Banken (SEB)
93
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.13M -$220K -3,764 -3%
PFP
94
Pinnacle Financial Partners
Tennessee
$6.07M +$1.69M +28,979 +39%
AllianceBernstein
95
AllianceBernstein
Tennessee
$6.03M +$11.6K +199 +0.2%
NIPH
96
NN Investment Partners Holdings
Netherlands
$5.69M +$107K +1,836 +2%
AAIM
97
American Assets Investment Management
California
$5.61M +$935K +16,000 +20%
RJA
98
Raymond James & Associates
Florida
$5.44M +$171K +2,919 +3%
HAG
99
HighPoint Advisor Group
Illinois
$5.2M -$8.93K -142 -0.2%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$5.16M -$1.18M -20,603 -19%
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