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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
+$635M
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
+$106M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$78.7M
5
Norges Bank
Norges Bank
Norway
+$76.9M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$260M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$203M
3
Goldman Sachs
Goldman Sachs
New York
-$99.1M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$56.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
176
Assenagon Asset Management
Luxembourg
$1.2M -$593K -7,812 -33%
SBSB
177
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.2M -$22.8K -300 -2%
Citadel Advisors
178
Citadel Advisors
Florida
$1.17M -$49M -644,741 -98%
CFMC
179
Curbstone Financial Management Corp
New Hampshire
$1.15M – – –
Russell Investments Group
180
Russell Investments Group
United Kingdom
$1.14M +$226K +2,986 +25%
NGA
181
Naples Global Advisors
Florida
$1.13M -$41.8K -550 -4%
Natixis Advisors
182
Natixis Advisors
Massachusetts
$1.13M +$163K +2,146 +17%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$1.13M -$565K -7,427 -33%
Capital Fund Management (CFM)
184
Capital Fund Management (CFM)
France
$1.11M +$1.11M +14,596 New
VanEck Associates
185
VanEck Associates
New York
$1.08M -$58.2K -765 -5%
AIA
186
Avalon Investment & Advisory
Texas
$1.08M +$1.08M +14,223 New
AC
187
Addenda Capital
Quebec, Canada
$1.01M +$24.5K +322 +2%
Wellington Management Group
188
Wellington Management Group
Massachusetts
$952K -$2.33M -30,626 -71%
TYCC
189
Texas Yale Capital Corp
Florida
$886K – – –
FAB
190
First American Bank
Illinois
$880K – – –
TC
191
Tacita Capital
Ontario, Canada
$858K +$858K +11,307 New
BDF
192
Balasa Dinverno & Foltz
$856K +$190K +2,500 +29%
PP
193
Paloma Partners
Connecticut
$841K +$841K +11,047 New
PP
194
PDT Partners
New York
$806K +$806K +10,603 New
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$793K -$33.5K -441 -4%
NSAM
196
North Star Asset Management
Wisconsin
$790K +$89.5K +1,177 +13%
ST
197
Smithfield Trust
Pennsylvania
$781K – – –
State Street
198
State Street
Massachusetts
$772K -$7.61K -100 -1%
BFS
199
Baskin Financial Services
Ontario, Canada
$766K -$62K -816 -7%
FCI
200
Financial Counselors Inc
Kansas
$757K +$28.5K +375 +4%
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