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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
+$228M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$94.8M
4
Goldman Sachs
Goldman Sachs
New York
+$87.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$69M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$163M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$152M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$69.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$54.2M
5
MSE
MUFG Securities EMEA
United Kingdom
-$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$545K +$196K +3,899 +56%
AP
202
Advisor Partners
California
$532K +$371K +7,386 +231%
GIBU
203
Gulf International Bank (UK)
United Kingdom
$524K – – –
LNWWM
204
Laird Norton Wetherby Wealth Management
California
$509K -$139K -2,769 -21%
NAS
205
Nicolet Advisory Services
Wisconsin
$500K +$240K +4,783 +93%
FCI
206
Financial Counselors Inc
Kansas
$493K -$152K -3,016 -24%
CIA
207
CSat Investment Advisory
Michigan
$482K +$111K +2,201 +30%
Twin Tree Management
208
Twin Tree Management
Texas
$475K -$9.64M -191,905 -95%
CI
209
Cigna Investments
Connecticut
$471K – – –
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$467K +$467K +9,285 New
IIM
211
Ipswich Investment Management
Massachusetts
$442K – – –
CGA
212
Crescent Grove Advisors
Illinois
$442K +$73.3K +1,458 +20%
BBVA
213
Banco Bilbao Vizcaya Argentaria
Spain
$436K -$261K -5,227 -37%
MCM
214
Marathon Capital Management
Maryland
$430K -$502 -10 -0.1%
O
215
Ossiam
France
$429K +$29.9K +600 +8%
ST
216
Smithfield Trust
Pennsylvania
$429K +$42.3K +842 +11%
PA
217
Probity Advisors
Texas
$428K -$101 -2 -0%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$421K -$8.49K -169 -2%
OCAM
219
Onex Canada Asset Management
Ontario, Canada
$410K -$162K -3,249 -28%
VCS
220
Vaughan & Co Securities
New Jersey
$406K – – –
LOAME
221
Lombard Odier Asset Management (Europe)
United Kingdom
$400K -$82.9K -1,168 -17%
ABC
222
Associated Banc-Corp
Wisconsin
$397K +$28.8K +573 +8%
William Blair & Company
223
William Blair & Company
Illinois
$393K -$51.1K -1,018 -12%
QP
224
Quilter Plc
United Kingdom
$389K -$39.9K -790 -9%
BB
225
Busey Bank
Illinois
$388K -$2.51K -50 -0.6%
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