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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 %
Jane Street
101
Jane Street
New York
$7.58M +$2.42M +31,879 +47%
AAIM
102
American Assets Investment Management
California
$7.3M – – –
EAM
103
Eagle Asset Management
Florida
$6.99M +$6.99M +91,930 New
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$6.9M +$1.01M +10,450 +17%
PIC
105
PCJ Investment Counsel
Ontario, Canada
$6.8M +$6.8M +89,460 New
RJA
106
Raymond James & Associates
Florida
$6.69M -$385K -5,063 -5%
HAG
107
HighPoint Advisor Group
Illinois
$6.39M +$38.6K +502 +0.6%
Man Group
108
Man Group
United Kingdom
$6.25M -$3.72M -48,950 -37%
DekaBank Deutsche Girozentrale
109
DekaBank Deutsche Girozentrale
Germany
$6.04M -$754K -9,965 -11%
LC
110
Lubar & Co
Wisconsin
$5.99M – – –
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$5.93M -$175K -2,307 -3%
GWM
112
Geneos Wealth Management
Colorado
$5.74M -$486K -5,428 -8%
CAM
113
Claret Asset Management
Quebec, Canada
$5.37M -$361K -4,750 -6%
WBC
114
Westpac Banking Corp
Australia
$5.11M – – –
SAM
115
Shell Asset Management
Netherlands
$5.04M -$1.49M -19,603 -23%
ACM
116
Azimuth Capital Management
Michigan
$4.74M +$238K +3,130 +5%
M&T Bank
117
M&T Bank
New York
$4.52M -$595K -7,829 -12%
LCP
118
Legacy Capital Partners
Wisconsin
$4.45M -$411K -5,409 -8%
CGH
119
Crossmark Global Holdings
Texas
$4.1M -$80.7K -1,061 -2%
LPL Financial
120
LPL Financial
California
$4.05M +$49.8K +655 +1%
VRS
121
Virginia Retirement Systems
Virginia
$3.68M – – –
Stifel Financial
122
Stifel Financial
Missouri
$3.67M +$4.71K +62 +0.1%
RE
123
RBC Europe
United Kingdom
$3.34M -$42.6K -560 -1%
AAF
124
Andra AP-fonden
Sweden
$3.26M -$561K -5,800 -15%
Two Sigma Advisers
125
Two Sigma Advisers
New York
$3.21M -$10.5M -138,045 -77%
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