BMO icon

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 %
QP
201
Quilter Plc
United Kingdom
$435K -$23.3K -398 -5%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$430K -$15.9K -272 -4%
SBH
203
Segall Bryant & Hamill
Illinois
$425K +$190K +3,237 +81%
AWM
204
AE Wealth Management
Kansas
$424K +$25.7K +440 +6%
Creative Planning
205
Creative Planning
Kansas
$421K +$4.15K +71 +1%
BB
206
Busey Bank
Illinois
$412K -$38.9K -666 -9%
AAM
207
Advisors Asset Management
Colorado
$394K -$16.4K -281 -4%
X
208
Xponance
Pennsylvania
$390K – – –
MCM
209
Marathon Capital Management
Maryland
$386K -$114K -1,957 -23%
UH
210
Unigestion Holding
Switzerland
$380K +$158K +2,700 +71%
Bessemer Group
211
Bessemer Group
New Jersey
$378K +$44.1K +754 +13%
JAM
212
JCIC Asset Management
Ontario, Canada
$368K +$6.72K +115 +2%
SG Americas Securities
213
SG Americas Securities
New York
$356K +$356K +5,971 New
MML Investors Services
214
MML Investors Services
Massachusetts
$355K +$73.7K +1,261 +26%
CAM
215
Cresset Asset Management
Illinois
$354K +$32.5K +556 +10%
Simplex Trading
216
Simplex Trading
Illinois
$347K +$347K +5,948 New
CB
217
Commerce Bank
Missouri
$341K -$30.2K -517 -8%
GL
218
Graypoint LLC
New York
$334K -$1.02M -17,534 -75%
LOAMS
219
Lombard Odier Asset Management (Switzerland)
Switzerland
$332K +$332K +4,262 New
DADC
220
D.A. Davidson & Co
Montana
$329K +$58 +1 +0%
Verition Fund Management
221
Verition Fund Management
Connecticut
$327K +$327K +5,605 New
DWT
222
Dorsey & Whitney Trust
South Dakota
$323K – – –
BCM
223
Brookstone Capital Management
Illinois
$307K +$307K +5,255 New
BOH
224
Bank of Hawaii
Hawaii
$299K +$7.89K +135 +3%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$298K -$58.2K -996 -16%
7 8
9
10 11