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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 %
Osaic Holdings
126
Osaic Holdings
Arizona
$2.28M +$203K +3,506 +10%
CP
127
Cumberland Partners
Ontario, Canada
$2.14M -$292 -5 -0%
Comerica Bank
128
Comerica Bank
Texas
$2.1M -$60.3K -942 -3%
MUS
129
Mitsubishi UFJ Securities
Japan
$2.08M +$2.08M +35,634 New
GT
130
Glenmede Trust
Pennsylvania
$2.04M -$25.6K -439 -1%
US Bancorp
131
US Bancorp
Minnesota
$2.04M -$11.3K -193 -0.5%
SLA
132
Silver Lake Advisory
Utah
$2.03M -$17.5K -300 -0.9%
Ameriprise
133
Ameriprise
Minnesota
$1.98M +$28.2K +483 +1%
HIM
134
Hillsdale Investment Management
Ontario, Canada
$1.97M -$1.82M -31,206 -48%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$1.95M +$66.5K +1,138 +4%
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$1.81M +$64.8K +1,110 +4%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$1.78M +$48.1K +823 +3%
ABC
138
Associated Banc-Corp
Wisconsin
$1.77M +$387K +6,613 +28%
EVM
139
Eaton Vance Management
Massachusetts
$1.74M +$409 +7 +0%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$1.74M -$142K -2,437 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
141
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.71M -$1.31M -22,400 -43%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$1.63M -$350K -5,839 -18%
MIM
143
Manitou Investment Management
Ontario, Canada
$1.57M – – –
Twin Tree Management
144
Twin Tree Management
Texas
$1.53M +$473K +8,095 +45%
KJHP
145
K.J. Harrison & Partners
Ontario, Canada
$1.49M +$8.35K +143 +0.6%
WF
146
WoodTrust Financial
Wisconsin
$1.48M – – –
RMC
147
Resources Management Corp
Connecticut
$1.48M -$13.7K -235 -0.9%
QC
148
Quadrature Capital
United Kingdom
$1.46M -$1.31M -22,500 -47%
Truist Financial
149
Truist Financial
North Carolina
$1.42M -$19.8K -338 -1%
HighTower Advisors
150
HighTower Advisors
Illinois
$1.39M +$182K +3,109 +15%
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