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Bank of Montreal
BMO

Overview Fund Activity

373 hedge funds and large institutions have $13.2B invested in Bank of Montreal in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 149 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
-22
Holders Change %
-5.57%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.18%
New
38
Increased
104
Reduced
149
Closed
59
Calls
$283M
Puts
$204M
Net Calls
+$79.2M
Net Calls Change
+$22.8M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$624M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$661M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$153M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$66.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.14B

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.76B
3
SC
Scotia Capital
Ontario, Canada
$0
4
Goldman Sachs
Goldman Sachs
New York
$51.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$4.26M +$232K +4,506 +6%
AAIM
102
American Assets Investment Management
California
$4.24M +$531K +10,000 +14%
LC
103
Lubar & Co
Wisconsin
$4.18M – – –
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$4.16M +$1.98M +27,466 +91%
CAM
105
Claret Asset Management
Quebec, Canada
$4.01M -$71.9K -1,352 -2%
PFP
106
Pinnacle Financial Partners
Tennessee
$3.98M +$174K +3,274 +5%
Citadel Advisors
107
Citadel Advisors
Florida
$3.92M -$38.6M -725,946 -91%
WBC
108
Westpac Banking Corp
Australia
$3.81M – – –
M&T Bank
109
M&T Bank
New York
$3.59M +$386K +7,285 +12%
HIM
110
Hillsdale Investment Management
Ontario, Canada
$3.46M -$7.35M -138,120 -68%
LCP
111
Legacy Capital Partners
Wisconsin
$3.4M -$17K -321 -0.5%
LPL Financial
112
LPL Financial
California
$3.33M +$334K +6,301 +11%
AAF
113
Andra AP-fonden
Sweden
$3.32M -$195K -2,700 -6%
Voloridge Investment Management
114
Voloridge Investment Management
Florida
$3.15M +$1.93M +36,394 +158%
ACM
115
Azimuth Capital Management
Michigan
$3.11M +$111K +2,097 +4%
CGH
116
Crossmark Global Holdings
Texas
$3.01M +$66.4K +1,252 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
117
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.75M +$2.75M +51,800 New
RG
118
Rathbones Group
United Kingdom
$2.67M -$546K -10,294 -17%
Stifel Financial
119
Stifel Financial
Missouri
$2.53M +$212 +4 +0%
QC
120
Quadrature Capital
United Kingdom
$2.51M +$2.51M +47,600 New
ACM
121
AlphaCrest Capital Management
New York
$2.36M +$602K +11,353 +34%
RE
122
RBC Europe
United Kingdom
$2.36M -$28.1K -530 -1%
Wellington Management Group
123
Wellington Management Group
Massachusetts
$2.3M -$164K -3,090 -7%
Lido Advisors
124
Lido Advisors
California
$2.26M – – –
LSV Asset Management
125
LSV Asset Management
Illinois
$2.21M – – –
3 4
5
6 7