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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 %
CI
201
Cigna Investments
Connecticut
$751K +$45.6K +600 +6%
JFGIW
202
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$749K -$150K -1,980 -17%
CGA
203
Crescent Grove Advisors
Illinois
$729K +$60.7K +799 +9%
BFG
204
Berger Financial Group
Minnesota
$727K +$727K +9,561 New
AP
205
Advisor Partners
California
$721K +$27.7K +364 +4%
IIM
206
Ipswich Investment Management
Massachusetts
$669K – – –
KAS
207
Kestra Advisory Services
Texas
$669K +$661K +8,717 +7,783%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$653K -$15.7K -206 -2%
GIBU
209
Gulf International Bank (UK)
United Kingdom
$632K -$129K -1,700 -17%
UIM
210
USS Investment Management
United Kingdom
$624K – – –
Renaissance Technologies
211
Renaissance Technologies
New York
$615K -$16.6M -218,700 -96%
OC
212
Oppenheimer & Co
New York
$609K -$989 -13 -0.2%
VCS
213
Vaughan & Co Securities
New Jersey
$583K -$31K -408 -5%
QP
214
Quilter Plc
United Kingdom
$566K +$76 +1 +0%
PP
215
Pegasus Partners
Wisconsin
$565K +$565K +7,430 New
SBH
216
Segall Bryant & Hamill
Illinois
$551K +$532 +7 +0.1%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$539K +$516K +6,794 +2,265%
BB
218
Busey Bank
Illinois
$536K – – –
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$533K -$27.2K -358 -5%
X
220
Xponance
Pennsylvania
$509K – – –
AWM
221
AE Wealth Management
Kansas
$508K -$43.2K -569 -8%
AAM
222
Advisors Asset Management
Colorado
$507K -$5.32K -70 -1%
MCM
223
Marathon Capital Management
Maryland
$495K -$7.6K -100 -2%
NL
224
NWAM LLC
Washington
$487K +$487K +6,410 New
Squarepoint
225
Squarepoint
New York
$480K +$480K +6,307 New
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