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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 %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$787K -$29.5K -556 -4%
DZ Bank
177
DZ Bank
Germany
$759K -$10.3M -192,992 -93%
NIM
178
Nexus Investment Management
Ontario, Canada
$754K +$127K +2,390 +20%
JFGIW
179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$753K -$157K -2,958 -17%
LNWWM
180
Laird Norton Wetherby Wealth Management
California
$701K +$164K +3,095 +31%
AC
181
Addenda Capital
Quebec, Canada
$660K +$45.4K +856 +7%
FWCM
182
Ferguson Wellman Capital Management
Oregon
$632K -$61K -1,150 -9%
FAB
183
First American Bank
Illinois
$619K -$17.3K -326 -3%
Natixis Advisors
184
Natixis Advisors
Massachusetts
$617K +$617K +11,625 New
GIBU
185
Gulf International Bank (UK)
United Kingdom
$605K +$53.2K +1,000 +10%
TYCC
186
Texas Yale Capital Corp
Florida
$598K -$53 -1 -0%
NSAM
187
North Star Asset Management
Wisconsin
$591K -$2.76K -52 -0.5%
Walleye Trading
188
Walleye Trading
New York
$588K +$588K +11,087 New
D.E. Shaw & Co
189
D.E. Shaw & Co
New York
$579K -$1.85M -34,951 -76%
ST
190
Smithfield Trust
Pennsylvania
$545K +$92.2K +1,738 +20%
CIA
191
CSat Investment Advisory
Michigan
$539K +$30.7K +579 +6%
N
192
Natixis
France
$537K -$1.1M -20,652 -67%
NAS
193
Nicolet Advisory Services
Wisconsin
$528K +$212 +4 +0%
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$519K +$74.2K +1,398 +17%
FCI
195
Financial Counselors Inc
Kansas
$513K -$6.84K -129 -1%
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$510K -$927K -17,471 -65%
IG
197
ING Group
Netherlands
$508K +$508K +9,584 New
CI
198
Cigna Investments
Connecticut
$497K – – –
OCAM
199
Onex Canada Asset Management
Ontario, Canada
$480K +$43.2K +813 +10%
State Street
200
State Street
Massachusetts
$475K -$337K -6,345 -41%
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