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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 %
TYCC
176
Texas Yale Capital Corp
Florida
$680K +$21.9K +375 +3%
FAB
177
First American Bank
Illinois
$676K -$5.26K -90 -0.8%
CSS
178
Cubist Systematic Strategies
Connecticut
$669K +$423K +7,238 +172%
TRCT
179
Tower Research Capital (TRC)
New York
$649K +$606K +10,416 +1,404%
BFS
180
Baskin Financial Services
Ontario, Canada
$637K -$251K -4,295 -28%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$635K +$73.6K +1,261 +13%
ST
182
Smithfield Trust
Pennsylvania
$600K – – –
HKAM
183
Horizon Kinetics Asset Management
New York
$600K +$600K +10,280 New
State Street
184
State Street
Massachusetts
$599K +$75.6K +1,293 +14%
GIBU
185
Gulf International Bank (UK)
United Kingdom
$585K -$79.4K -1,360 -12%
FCI
186
Financial Counselors Inc
Kansas
$560K -$5.67K -97 -1%
CI
187
Cigna Investments
Connecticut
$542K -$6.07K -104 -1%
NSAM
188
North Star Asset Management
Wisconsin
$538K -$113K -1,935 -17%
AP
189
Advisor Partners
California
$533K +$41.7K +713 +8%
Barclays
190
Barclays
United Kingdom
$530K -$632K -10,815 -54%
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$514K -$353K -6,046 -41%
IIM
192
Ipswich Investment Management
Massachusetts
$514K – – –
CGA
193
Crescent Grove Advisors
Illinois
$514K – – –
BDF
194
Balasa Dinverno & Foltz
$511K -$1.11K -19 -0.2%
PA
195
Probity Advisors
Texas
$489K +$54.4K +931 +13%
UIM
196
USS Investment Management
United Kingdom
$479K – – –
VCS
197
Vaughan & Co Securities
New Jersey
$471K – – –
OC
198
Oppenheimer & Co
New York
$468K +$8.06K +138 +2%
KAS
199
Kestra Advisory Services
Texas
$439K +$439K +112 New
LOAME
200
Lombard Odier Asset Management (Europe)
United Kingdom
$439K +$439K +5,634 New
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