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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 %
SW
126
SkyOak Wealth
Michigan
$2.15M +$45.1K +850 +2%
CP
127
Cumberland Partners
Ontario, Canada
$1.94M -$419K -7,900 -18%
Osaic Holdings
128
Osaic Holdings
Arizona
$1.9M -$1.13M -21,270 -37%
Comerica Bank
129
Comerica Bank
Texas
$1.89M +$60.4K +1,083 +3%
GT
130
Glenmede Trust
Pennsylvania
$1.88M +$241K +4,539 +15%
US Bancorp
131
US Bancorp
Minnesota
$1.87M -$188K -3,551 -9%
SLA
132
Silver Lake Advisory
Utah
$1.86M -$34.5K -650 -2%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$1.84M +$22.8K +409 +1%
Ameriprise
134
Ameriprise
Minnesota
$1.78M -$104K -1,964 -6%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$1.71M +$20.7K +390 +1%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$1.71M +$51.6K +972 +3%
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$1.58M -$97.7K -1,842 -6%
EVM
138
Eaton Vance Management
Massachusetts
$1.58M +$2.97K +56 +0.2%
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$1.58M +$127K +2,397 +9%
Jane Street
140
Jane Street
New York
$1.57M -$944K -17,779 -38%
Russell Investments Group
141
Russell Investments Group
United Kingdom
$1.44M -$86.4K -1,630 -6%
MIM
142
Manitou Investment Management
Ontario, Canada
$1.43M +$826K +15,580 +137%
RMC
143
Resources Management Corp
Connecticut
$1.36M -$33.2K -625 -2%
WF
144
WoodTrust Financial
Wisconsin
$1.35M +$7.48K +141 +0.6%
KJHP
145
K.J. Harrison & Partners
Ontario, Canada
$1.34M +$244K +4,597 +22%
PI
146
PineBridge Investments
New York
$1.33M -$3.65M -50,438 -73%
Truist Financial
147
Truist Financial
North Carolina
$1.31M -$3.63M -68,423 -74%
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
$1.28M -$2.21M -41,631 -63%
ABC
149
Associated Banc-Corp
Wisconsin
$1.26M +$836K +15,761 +200%
Millennium Management
150
Millennium Management
New York
$1.24M -$7.44M -140,112 -86%
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