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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 %
ACM
126
Azimuth Capital Management
Michigan
$2.84M +$181K +3,595 +7%
LPL Financial
127
LPL Financial
California
$2.84M +$169K +3,354 +6%
CGH
128
Crossmark Global Holdings
Texas
$2.79M +$237K +4,716 +9%
Osaic Holdings
129
Osaic Holdings
Arizona
$2.55M +$2.55M +57,106 New
EAM
130
Eagle Asset Management
Florida
$2.45M – – –
Stifel Financial
131
Stifel Financial
Missouri
$2.4M +$34.8K +691 +1%
GT
132
Glenmede Trust
Pennsylvania
$2.39M – – –
Jane Street
133
Jane Street
New York
$2.38M +$869K +17,283 +58%
D.E. Shaw & Co
134
D.E. Shaw & Co
New York
$2.31M -$46.4M -919,545 -95%
Wellington Management Group
135
Wellington Management Group
Massachusetts
$2.31M -$199K -3,986 -8%
RE
136
RBC Europe
United Kingdom
$2.26M -$10.8K -215 -0.5%
CP
137
Cumberland Partners
Ontario, Canada
$2.23M +$1.03M +20,650 +87%
Lido Advisors
138
Lido Advisors
California
$2.14M – – –
Schroder Investment Management Group
139
Schroder Investment Management Group
United Kingdom
$2.13M -$664K -9,393 -24%
LSV Asset Management
140
LSV Asset Management
Illinois
$2.09M -$85.4K -1,700 -4%
SW
141
SkyOak Wealth
Michigan
$2M -$172K -3,421 -8%
US Bancorp
142
US Bancorp
Minnesota
$1.95M -$229K -4,560 -11%
SLA
143
Silver Lake Advisory
Utah
$1.8M -$4.17K -83 -0.2%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$1.78M +$18.6K +339 +1%
Ameriprise
145
Ameriprise
Minnesota
$1.78M +$79.7K +1,586 +5%
Arrowstreet Capital
146
Arrowstreet Capital
Massachusetts
$1.74M +$1.74M +34,464 New
Renaissance Technologies
147
Renaissance Technologies
New York
$1.72M -$20.9M -416,505 -92%
ACM
148
AlphaCrest Capital Management
New York
$1.67M +$379K +7,535 +29%
EAM
149
Erste Asset Management
Austria
$1.61M +$344K +7,220 +27%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$1.6M -$1.13M -22,499 -41%
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