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Bank of Montreal
BMO

Overview Fund Activity

404 hedge funds and large institutions have $24.6B invested in Bank of Montreal in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+5
Holders Change %
+1.25%
% of All Funds
7.11%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
49
Increased
162
Reduced
95
Closed
40
Calls
$407M
Puts
$495M
Net Calls
-$87.9M
Net Calls Change
-$213M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$988M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$938M
3
GC
Guardian Capital
Ontario, Canada
$436M
4
Two Sigma Investments
Two Sigma Investments
New York
$136M
5
Man Group
Man Group
United Kingdom
$104M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
$42.3M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$775M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$761M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$197M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cresset Asset Management
Illinois
$540K – – –
BC
227
Burney Company
Virginia
$528K +$528K +5,926 New
PG
228
Patten Group
Tennessee
$524K +$34.7K +390 +7%
DADC
229
D.A. Davidson & Co
Montana
$511K +$89 +1 +0%
ONB
230
Old National Bancorp
Indiana
$505K +$128K +1,440 +34%
GT
231
Glenmede Trust
Pennsylvania
$500K -$1.3M -14,633 -72%
BCV
232
Banque Cantonale Vaudoise
Switzerland
$496K -$64.5K -723 -12%
DWT
233
Dorsey & Whitney Trust
South Dakota
$492K – – –
BCM
234
Brookstone Capital Management
Illinois
$490K +$21.1K +237 +5%
JAM
235
JCIC Asset Management
Ontario, Canada
$488K -$23.2K -260 -5%
BOH
236
Bank of Hawaii
Hawaii
$483K +$60K +673 +14%
SPIA
237
Steward Partners Investment Advisory
New York
$482K +$345K +3,873 +252%
LAM
238
Lingohr Asset Management
Germany
$481K +$481K +5,400 New
DZ Bank
239
DZ Bank
Germany
$481K +$481K +5,400 New
EI
240
Ethic Inc
New York
$478K +$226K +2,539 +90%
ACA
241
Atlas Capital Advisors
Wyoming
$469K +$452K +5,076 +2,672%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$455K +$624 +7 +0.1%
Pacer Advisors
243
Pacer Advisors
Pennsylvania
$448K -$24.1K -270 -5%
BAMF
244
BI Asset Management Fondsmaeglerselskab
Denmark
$435K – – –
PP
245
Paloma Partners
Connecticut
$427K -$557K -6,252 -57%
Prudential Financial
246
Prudential Financial
New Jersey
$425K – – –
CRC
247
Curi RMB Capital
Illinois
$419K – – –
CB
248
Commerce Bank
Missouri
$414K -$44.6K -500 -10%
Squarepoint
249
Squarepoint
New York
$413K -$149K -1,675 -27%
FBFS
250
First Business Financial Services
Wisconsin
$413K – – –
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