BMO icon

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 %
CQS
151
Credential Qtrade Securities
$1.78M +$291K +3,830 +20%
T. Rowe Price Associates
152
T. Rowe Price Associates
Maryland
$1.76M – – –
CS
153
Candriam SCA
Luxembourg
$1.74M -$6.69K -88 -0.4%
ACS
154
Archford Capital Strategies
Illinois
$1.68M +$2.67K +34 +0.2%
Truist Financial
155
Truist Financial
North Carolina
$1.66M -$182K -2,396 -10%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$1.6M -$663K -8,729 -29%
LM
157
Lincluden Management
Ontario, Canada
$1.56M -$2.39M -31,418 -61%
NEI
158
Northwest & Ethical Investments
Ontario, Canada
$1.56M +$152K +1,997 +11%
GT
159
Glenmede Trust
Pennsylvania
$1.54M -$1.12M -14,763 -42%
PIC
160
Portland Investment Counsel
Ontario, Canada
$1.5M – – –
American Century Companies
161
American Century Companies
Missouri
$1.5M +$116K +1,530 +8%
Barclays
162
Barclays
United Kingdom
$1.46M +$774K +10,190 +112%
William Blair & Company
163
William Blair & Company
Illinois
$1.45M +$1.15M +15,147 +386%
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$1.42M +$1.42M +18,666 New
CSS
165
Cubist Systematic Strategies
Connecticut
$1.37M +$502K +6,606 +58%
N
166
Natixis
France
$1.37M +$1.37M +18,031 New
QC
167
Quadrature Capital
United Kingdom
$1.33M -$576K -7,600 -30%
NP
168
NorthRock Partners
Minnesota
$1.32M -$72.5K -955 -5%
DR
169
Davis Rea
Ontario, Canada
$1.29M +$17.7K +233 +1%
Voloridge Investment Management
170
Voloridge Investment Management
Florida
$1.29M +$1.29M +16,907 New
DCP
171
DSM Capital Partners
Florida
$1.27M +$1.27M +16,660 New
NIM
172
Nexus Investment Management
Ontario, Canada
$1.26M – – –
MML Investors Services
173
MML Investors Services
Massachusetts
$1.26M +$799K +10,514 +173%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$1.26M -$3.19K -42 -0.3%
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$1.22M +$56.6K +744 +5%
5 6
7
8 9