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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 %
Assenagon Asset Management
151
Assenagon Asset Management
Luxembourg
$1.38M +$27K +463 +2%
BDS
152
Banco de Sabadell
Florida
$1.37M +$1.37M +17,600 New
T. Rowe Price Associates
153
T. Rowe Price Associates
Maryland
$1.35M – – –
CS
154
Candriam SCA
Luxembourg
$1.34M – – –
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$203K +3,468 +18%
ECM
156
ExodusPoint Capital Management
New York
$1.27M +$1.27M +21,688 New
ACS
157
Archford Capital Strategies
Illinois
$1.25M -$4.61K -79 -0.4%
PIC
158
Portland Investment Counsel
Ontario, Canada
$1.15M – – –
CQS
159
Credential Qtrade Securities
$1.14M +$10.2K +174 +0.9%
NEI
160
Northwest & Ethical Investments
Ontario, Canada
$1.08M -$3.74M -63,949 -78%
NP
161
NorthRock Partners
Minnesota
$1.07M +$286K +4,909 +37%
American Century Companies
162
American Century Companies
Missouri
$1.06M +$119K +2,033 +13%
ZIG
163
Zurich Insurance Group
Switzerland
$993K – – –
DR
164
Davis Rea
Ontario, Canada
$979K -$53.9K -924 -5%
RJFSA
165
Raymond James Financial Services Advisors
Florida
$968K +$44.9K +768 +5%
NIM
166
Nexus Investment Management
Ontario, Canada
$966K +$136K +2,334 +16%
SBSB
167
Sullivan, Bruyette, Speros & Blaney
Virginia
$938K -$1.29K -22 -0.1%
NGA
168
Naples Global Advisors
Florida
$901K -$31K -530 -3%
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$894K +$122K +2,091 +16%
CFMC
170
Curbstone Financial Management Corp
New Hampshire
$882K -$155K -2,650 -15%
VanEck Associates
171
VanEck Associates
New York
$876K -$20K -342 -2%
AC
172
Addenda Capital
Quebec, Canada
$751K +$26.3K +452 +4%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$744K +$64.7K +1,107 +10%
Russell Investments Group
174
Russell Investments Group
United Kingdom
$702K -$880K -15,135 -56%
JFGIW
175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$692K -$138K -2,362 -17%
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