BMO icon

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
$933M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$695M
3
Capital Research Global Investors
Capital Research Global Investors
California
$378M
4
Goldman Sachs
Goldman Sachs
New York
$161M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$133M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$355M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$245M
3
OAC
OMERS Administration Corp
Ontario, Canada
$50.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.73B
5
MSE
MUFG Securities EMEA
United Kingdom
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIC
176
Portland Investment Counsel
Ontario, Canada
$995K – – –
RFA
177
Reilly Financial Advisors
California
$984K -$5.73K -114 -0.6%
CQS
178
Credential Qtrade Securities
$941K +$161K +3,183 +21%
BFS
179
Baskin Financial Services
Ontario, Canada
$935K +$40.3K +798 +5%
JFGIW
180
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$863K -$106K -2,100 -11%
ZIG
181
Zurich Insurance Group
Switzerland
$852K – – –
ACM
182
Ativo Capital Management
Illinois
$820K -$9.9K -197 -1%
SBSB
183
Sullivan, Bruyette, Speros & Blaney
Virginia
$808K +$1.56K +31 +0.2%
NGA
184
Naples Global Advisors
Florida
$785K -$67.1K -1,335 -8%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$774K -$26.7K -532 -3%
State Street
186
State Street
Massachusetts
$769K +$261K +5,188 +51%
Assenagon Asset Management
187
Assenagon Asset Management
Luxembourg
$754K -$990K -19,781 -57%
VanEck Associates
188
VanEck Associates
New York
$747K -$272K -5,383 -27%
DCP
189
DSM Capital Partners
Florida
$721K – – –
CA
190
Commerzbank Aktiengesellschaft
Germany
$718K +$391K +7,784 +120%
Creative Planning
191
Creative Planning
Kansas
$696K +$310K +6,161 +80%
FWCM
192
Ferguson Wellman Capital Management
Oregon
$656K -$10K -200 -2%
CAM
193
Cresset Asset Management
Illinois
$615K -$892K -17,768 -59%
FAB
194
First American Bank
Illinois
$603K -$6.39K -127 -1%
American Century Companies
195
American Century Companies
Missouri
$603K +$436K +8,642 +261%
NIM
196
Nexus Investment Management
Ontario, Canada
$595K +$35.2K +700 +6%
AC
197
Addenda Capital
Quebec, Canada
$580K -$245K -4,889 -30%
MIM
198
Manitou Investment Management
Ontario, Canada
$571K – – –
TYCC
199
Texas Yale Capital Corp
Florida
$567K -$50.4K -1,002 -8%
NSAM
200
North Star Asset Management
Wisconsin
$563K -$16.3K -325 -3%
6 7
8
9 10