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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 %
SAM
101
Shell Asset Management
Netherlands
$5.01M -$915K -15,700 -15%
Schroder Investment Management Group
102
Schroder Investment Management Group
United Kingdom
$4.71M +$260K +3,353 +6%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$4.68M -$100K -1,727 -2%
LC
104
Lubar & Co
Wisconsin
$4.6M – – –
CAM
105
Claret Asset Management
Quebec, Canada
$4.4M +$2.57K +44 +0.1%
WBC
106
Westpac Banking Corp
Australia
$4.11M – – –
GWM
107
Geneos Wealth Management
Colorado
$4.05M -$771K -13,218 -16%
Jane Street
108
Jane Street
New York
$3.96M +$2.24M +38,324 +130%
M&T Bank
109
M&T Bank
New York
$3.93M -$29.7K -508 -0.7%
LCP
110
Legacy Capital Partners
Wisconsin
$3.74M -$6.72K -115 -0.2%
ACM
111
Azimuth Capital Management
Michigan
$3.46M +$32.4K +555 +0.9%
CGH
112
Crossmark Global Holdings
Texas
$3.21M -$105K -1,794 -3%
AAF
113
Andra AP-fonden
Sweden
$3.08M -$506K -6,500 -14%
LPL Financial
114
LPL Financial
California
$3.07M -$594K -10,161 -16%
LM
115
Lincluden Management
Ontario, Canada
$3.04M -$34.3M -586,931 -92%
VRS
116
Virginia Retirement Systems
Virginia
$2.83M -$7.71M -132,400 -73%
Stifel Financial
117
Stifel Financial
Missouri
$2.81M +$29.5K +505 +1%
RG
118
Rathbones Group
United Kingdom
$2.64M -$298K -5,115 -10%
IG
119
ING Group
Netherlands
$2.62M +$2.06M +35,200 +367%
RE
120
RBC Europe
United Kingdom
$2.6M – – –
ACM
121
AlphaCrest Capital Management
New York
$2.58M -$22.9K -392 -0.9%
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$2.56M +$1.15M +19,754 +82%
Wellington Management Group
123
Wellington Management Group
Massachusetts
$2.52M -$6.82K -117 -0.3%
LSV Asset Management
124
LSV Asset Management
Illinois
$2.43M – – –
Lido Advisors
125
Lido Advisors
California
$2.42M -$58.4K -1,000 -2%
3 4
5
6 7