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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 %
Aviva
76
Aviva
United Kingdom
$16.2M +$527K +6,939 +3%
DWM
77
Dorchester Wealth Management
Quebec, Canada
$15.1M -$74.8K -984 -0.5%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$14.8M -$2.34M -30,800 -14%
IMCOOI
79
Investment Management Corp of Ontario (IMCO)
Canada
$14.3M +$14.3M +188,057 New
TRSOTSOK
80
Teachers Retirement System of the State of Kentucky
Kentucky
$14.3M – – –
UBS Group
81
UBS Group
Switzerland
$13.9M -$2.4M -31,620 -15%
ACI
82
AMP Capital Investors
Australia
$13.8M +$441K +5,819 +3%
DJSG
83
D.J. St. Germain
Massachusetts
$13.2M -$266K -3,497 -2%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$12.4M +$942K +12,405 +8%
OCAM
85
Onex Canada Asset Management
Ontario, Canada
$12.3M -$430K -5,661 -3%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$12.3M -$1.01M -13,292 -8%
JFL
87
Jarislowsky, Fraser Ltd
Quebec, Canada
$11.9M -$617K -8,122 -5%
Two Sigma Investments
88
Two Sigma Investments
New York
$11.8M +$11.8M +154,841 New
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$11.3M +$293K +3,853 +3%
FRAF
90
Första AP-fonden
Sweden
$11.3M +$3.06M +40,300 +37%
HIM
91
Hillsdale Investment Management
Ontario, Canada
$10.6M +$7.98M +105,070 +311%
BAM
92
Burgundy Asset Management
Ontario, Canada
$9.88M – – –
Federated Hermes
93
Federated Hermes
Pennsylvania
$9.78M -$17.7K -233 -0.2%
MWNA
94
Marshall Wace North America
New York
$8.96M -$3.6M -47,393 -29%
Wells Fargo
95
Wells Fargo
California
$8.46M -$275K -3,621 -3%
NIPH
96
NN Investment Partners Holdings
Netherlands
$8.24M +$829K +10,898 +11%
Skandinaviska Enskilda Banken (SEB)
97
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.16M +$174K +2,285 +2%
KJHP
98
K.J. Harrison & Partners
Ontario, Canada
$7.92M +$5.99M +78,984 +310%
PFP
99
Pinnacle Financial Partners
Tennessee
$7.77M -$140K -1,837 -2%
AllianceBernstein
100
AllianceBernstein
Tennessee
$7.76M -$87.9K -1,156 -1%
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