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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 %
LSV Asset Management
126
LSV Asset Management
Illinois
$3.16M – – –
RG
127
Rathbones Group
United Kingdom
$2.99M -$445K -5,852 -13%
SO
128
STRS Ohio
Ohio
$2.78M +$2.78M +36,600 New
Osaic Holdings
129
Osaic Holdings
Arizona
$2.7M -$292K -3,843 -10%
Comerica Bank
130
Comerica Bank
Texas
$2.67M +$153K +1,991 +6%
CP
131
Cumberland Partners
Ontario, Canada
$2.67M -$112K -1,470 -4%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$2.64M +$99.2K +1,305 +4%
US Bancorp
133
US Bancorp
Minnesota
$2.61M -$47K -618 -2%
Ameriprise
134
Ameriprise
Minnesota
$2.6M +$14K +184 +0.5%
SLA
135
Silver Lake Advisory
Utah
$2.52M -$131K -1,720 -5%
ABC
136
Associated Banc-Corp
Wisconsin
$2.29M -$15.2K -200 -0.7%
EVM
137
Eaton Vance Management
Massachusetts
$2.27M +$4.33K +57 +0.2%
QT
138
Quantbot Technologies
New York
$2.22M +$2.22M +29,145 New
BBVA
139
Banco Bilbao Vizcaya Argentaria
Spain
$2.11M +$2.11M +27,795 New
Balyasny Asset Management
140
Balyasny Asset Management
Illinois
$2.1M -$1.24M -16,276 -37%
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$2.09M -$260K -3,421 -11%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$2.08M +$23K +303 +1%
MIM
143
Manitou Investment Management
Ontario, Canada
$2.05M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
144
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.04M -$198K -2,600 -9%
LSWM
145
Lorne Steinberg Wealth Management
Canada
$2.03M +$2.03M +26,598 New
ACM
146
AlphaCrest Capital Management
New York
$1.95M -$1.41M -18,484 -42%
Twin Tree Management
147
Twin Tree Management
Texas
$1.95M -$41.3K -543 -2%
WF
148
WoodTrust Financial
Wisconsin
$1.93M – – –
RMC
149
Resources Management Corp
Connecticut
$1.91M -$17.1K -225 -0.9%
HighTower Advisors
150
HighTower Advisors
Illinois
$1.82M +$20.6K +271 +1%
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