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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $13.6B invested in Bank of Montreal in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-51
Holders Change %
-11.43%
% of All Funds
8.73%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.31%
New
25
Increased
133
Reduced
145
Closed
70
Calls
$278M
Puts
$221M
Net Calls
+$56.4M
Net Calls Change
-$71.1M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$933M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$695M
3
Capital Research Global Investors
Capital Research Global Investors
California
$378M
4
Goldman Sachs
Goldman Sachs
New York
$161M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$133M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$355M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$245M
3
OAC
OMERS Administration Corp
Ontario, Canada
$50.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.73B
5
MSE
MUFG Securities EMEA
United Kingdom
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEI
101
Northwest & Ethical Investments
Ontario, Canada
$5.67M -$23.8K -471 -0.4%
Skandinaviska Enskilda Banken (SEB)
102
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.57M +$1.15M +22,889 +26%
AllianceBernstein
103
AllianceBernstein
Tennessee
$4.99M -$10.7K -213 -0.2%
PI
104
PineBridge Investments
New York
$4.89M -$1.12M -15,749 -19%
NIPH
105
NN Investment Partners Holdings
Netherlands
$4.85M -$757K -15,057 -13%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$4.68M +$101K +2,011 +2%
Truist Financial
107
Truist Financial
North Carolina
$4.68M +$32K +637 +0.7%
RJA
108
Raymond James & Associates
Florida
$4.67M +$553K +10,953 +13%
Federated Hermes
109
Federated Hermes
Pennsylvania
$4.42M +$151K +3,000 +4%
HAG
110
HighPoint Advisor Group
Illinois
$4.05M -$69.7K -1,453 -2%
LC
111
Lubar & Co
Wisconsin
$3.96M – – –
PIC
112
PCJ Investment Counsel
Ontario, Canada
$3.88M +$49.1K +971 +1%
CAM
113
Claret Asset Management
Quebec, Canada
$3.87M -$13K -257 -0.3%
WBC
114
Westpac Banking Corp
Australia
$3.75M – – –
GWM
115
Geneos Wealth Management
Colorado
$3.73M +$224K +4,703 +6%
Nordea Investment Management
116
Nordea Investment Management
Sweden
$3.66M +$172K +3,500 +5%
PFP
117
Pinnacle Financial Partners
Tennessee
$3.61M +$890K +17,712 +33%
AAIM
118
American Assets Investment Management
California
$3.52M – – –
AAF
119
Andra AP-fonden
Sweden
$3.46M -$633K -8,900 -15%
Balyasny Asset Management
120
Balyasny Asset Management
Illinois
$3.31M -$3.86M -76,661 -54%
LCP
121
Legacy Capital Partners
Wisconsin
$3.24M -$5.88K -117 -0.2%
PP
122
Prudential plc
United Kingdom
$3.07M +$1.08M +21,408 +54%
M&T Bank
123
M&T Bank
New York
$3.04M +$134K +2,662 +5%
RG
124
Rathbones Group
United Kingdom
$3.03M -$73.9K -1,480 -2%
VMPIC
125
Varma Mutual Pension Insurance Co
Finland
$3M – – –
3 4
5
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