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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
+$130M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$84.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$71.3M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$66.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$50.1M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$695M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$131M
3
SC
Scotia Capital
Ontario, Canada
-$120M
4
Goldman Sachs
Goldman Sachs
New York
-$118M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$65.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
201
Ipswich Investment Management
Massachusetts
$467K – – –
CGA
202
Crescent Grove Advisors
Illinois
$466K – – –
BDF
203
Balasa Dinverno & Foltz
$466K +$466K +8,775 New
VF
204
Virtu Financial
New York
$464K +$464K +8,741 New
MCM
205
Marathon Capital Management
Maryland
$455K – – –
AP
206
Advisor Partners
California
$446K -$116K -2,182 -21%
UIM
207
USS Investment Management
United Kingdom
$435K +$435K +8,200 New
VCS
208
Vaughan & Co Securities
New Jersey
$428K – – –
OC
209
Oppenheimer & Co
New York
$418K +$120K +2,270 +40%
QP
210
Quilter Plc
United Kingdom
$417K +$7.66K +144 +2%
BB
211
Busey Bank
Illinois
$409K – – –
VOYA Investment Management
212
VOYA Investment Management
Georgia
$408K +$39.8K +749 +11%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$405K +$28.4K +536 +8%
PA
214
Probity Advisors
Texas
$395K -$56.6K -1,067 -13%
AG
215
Algert Global
California
$380K +$79K +1,488 +26%
Creative Planning
216
Creative Planning
Kansas
$379K -$356K -6,701 -48%
AAM
217
Advisors Asset Management
Colorado
$372K -$25.2K -475 -6%
AWM
218
AE Wealth Management
Kansas
$361K +$138K +2,613 +62%
NL
219
NWAM LLC
Washington
$355K -$10.6K -200 -3%
X
220
Xponance
Pennsylvania
$355K +$355K +6,696 New
CB
221
Commerce Bank
Missouri
$337K -$29.2K -550 -8%
JAM
222
JCIC Asset Management
Ontario, Canada
$329K – – –
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$323K -$21K -397 -6%
CRC
224
Curi RMB Capital
Illinois
$316K -$11K -208 -3%
QSS
225
Quantitative Systematic Strategies
Florida
$313K +$313K +5,895 New
7 8
9
10 11