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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 %
GL
151
Graypoint LLC
New York
$1.23M +$100K +1,893 +9%
T. Rowe Price Associates
152
T. Rowe Price Associates
Maryland
$1.23M -$19.9K -376 -2%
Assenagon Asset Management
153
Assenagon Asset Management
Luxembourg
$1.23M +$432K +8,137 +54%
CS
154
Candriam SCA
Luxembourg
$1.22M +$301K +5,678 +33%
PAMP
155
Polar Asset Management Partners
Ontario, Canada
$1.2M +$1.2M +22,700 New
ACS
156
Archford Capital Strategies
Illinois
$1.14M -$5.15K -97 -0.5%
Capital Fund Management (CFM)
157
Capital Fund Management (CFM)
France
$1.13M +$1.13M +21,285 New
HighTower Advisors
158
HighTower Advisors
Illinois
$1.09M -$534K -10,046 -33%
Barclays
159
Barclays
United Kingdom
$1.05M -$180K -3,402 -15%
PIC
160
Portland Investment Counsel
Ontario, Canada
$1.05M – – –
CQS
161
Credential Qtrade Securities
$1.03M +$39.4K +741 +4%
BAM
162
Belpointe Asset Management
Nevada
$1.03M +$1.03M +19,399 New
PIC
163
PCJ Investment Counsel
Ontario, Canada
$1.01M -$3.08M -57,894 -75%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$998K -$79.5K -1,498 -7%
NP
165
NorthRock Partners
Minnesota
$971K -$552K -7,640 -36%
Twin Tree Management
166
Twin Tree Management
Texas
$958K +$456K +8,595 +91%
CFMC
167
Curbstone Financial Management Corp
New Hampshire
$942K -$398K -7,500 -30%
DR
168
Davis Rea
Ontario, Canada
$939K -$119K -2,240 -11%
ZIG
169
Zurich Insurance Group
Switzerland
$903K – – –
American Century Companies
170
American Century Companies
Missouri
$858K +$222K +4,172 +35%
SBSB
171
Sullivan, Bruyette, Speros & Blaney
Virginia
$853K – – –
NGA
172
Naples Global Advisors
Florida
$846K +$18.3K +345 +2%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$841K -$332K -6,239 -28%
VanEck Associates
174
VanEck Associates
New York
$816K +$28.8K +542 +4%
BFS
175
Baskin Financial Services
Ontario, Canada
$808K -$177K -3,323 -18%
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