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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
+$228M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$94.8M
4
Goldman Sachs
Goldman Sachs
New York
+$87.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$69M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$163M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$152M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$69.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$54.2M
5
MSE
MUFG Securities EMEA
United Kingdom
-$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$1.59M -$1.63M -32,336 -51%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$1.57M -$179K -3,567 -10%
Comerica Bank
153
Comerica Bank
Texas
$1.57M -$48K -1,002 -3%
HighTower Advisors
154
HighTower Advisors
Illinois
$1.55M +$1.55M +30,627 New
N
155
Natixis
France
$1.54M -$762K -15,263 -33%
EVM
156
Eaton Vance Management
Massachusetts
$1.5M -$15.1K -300 -1%
Russell Investments Group
157
Russell Investments Group
United Kingdom
$1.44M -$330K -6,609 -19%
BCM
158
Bridgeway Capital Management
Texas
$1.43M – – –
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$1.37M +$341K +6,803 +33%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$1.36M -$302K -6,001 -18%
RMC
161
Resources Management Corp
Connecticut
$1.32M -$57.8K -1,150 -4%
CS
162
Candriam SCA
Luxembourg
$1.31M – – –
CFMC
163
Curbstone Financial Management Corp
New Hampshire
$1.27M -$123K -2,450 -9%
WF
164
WoodTrust Financial
Wisconsin
$1.27M -$2.61K -52 -0.2%
T. Rowe Price Associates
165
T. Rowe Price Associates
Maryland
$1.18M +$41K +820 +4%
Barclays
166
Barclays
United Kingdom
$1.17M -$2.05M -40,849 -64%
SC
167
Savant Capital
Illinois
$1.17M +$82.7K +1,646 +8%
Voloridge Investment Management
168
Voloridge Investment Management
Florida
$1.16M +$1.16M +23,014 New
RJFSA
169
Raymond James Financial Services Advisors
Florida
$1.11M -$194K -3,830 -15%
ACS
170
Archford Capital Strategies
Illinois
$1.08M +$12K +238 +1%
GL
171
Graypoint LLC
New York
$1.07M +$1.07M +21,358 New
NP
172
NorthRock Partners
Minnesota
$1.05M +$264K +5,299 +34%
KJHP
173
K.J. Harrison & Partners
Ontario, Canada
$1.04M -$998K -19,841 -49%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$1.02M +$27.5K +548 +3%
DR
175
Davis Rea
Ontario, Canada
$1M -$85.6K -1,702 -8%
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