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Bank of Montreal
BMO

Overview Fund Activity

438 hedge funds and large institutions have $28.2B invested in Bank of Montreal in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 128 increasing their positions, 135 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+34
Holders Change %
+8.42%
% of All Funds
7.65%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.47%
New
64
Increased
128
Reduced
135
Closed
28
Calls
$374M
Puts
$498M
Net Calls
-$124M
Net Calls Change
-$36.5M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.18B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$400M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.65B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$486M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.05B

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$827M
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$0
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$1.25B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.8B
5
Two Sigma Investments
5
Two Sigma Investments
New York
$98.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$681K +$230K +2,244 +51%
NL
227
NWAM LLC
Washington
$657K – – –
BC
228
Burney Company
Virginia
$655K +$47.3K +461 +8%
NAS
229
Nicolet Advisory Services
Wisconsin
$638K -$2.26K -22 -0.4%
BB
230
Busey Bank
Illinois
$638K – – –
CAM
231
Cresset Asset Management
Illinois
$623K +$616 +6 +0.1%
PP
232
Paloma Partners
Connecticut
$615K +$124K +1,205 +25%
CAN
233
Cetera Advisor Networks
California
$607K +$607K +5,915 New
PG
234
Patten Group
Tennessee
$599K -$4.1K -40 -0.7%
PWM
235
PRW Wealth Management
Massachusetts
$599K +$599K +5,844 New
BC
236
Bridgefront Capital
Texas
$590K -$557K -5,431 -49%
QP
237
Quilter Plc
United Kingdom
$589K +$589K +5,746 New
DADC
238
D.A. Davidson & Co
Montana
$588K – – –
Verition Fund Management
239
Verition Fund Management
Connecticut
$575K +$575K +5,606 New
ACA
240
Atlas Capital Advisors
Wyoming
$574K +$33.7K +329 +6%
DWT
241
Dorsey & Whitney Trust
South Dakota
$566K – – –
GT
242
Glenmede Trust
Pennsylvania
$564K -$11.2K -109 -2%
LAM
243
Lingohr Asset Management
Germany
$553K – – –
DZ Bank
244
DZ Bank
Germany
$553K – – –
BCM
245
Brookstone Capital Management
Illinois
$545K -$10.9K -108 -2%
SGI
246
Summit Global Investments
Utah
$541K +$541K +5,271 New
VIA
247
Vident Investment Advisory
Georgia
$540K +$208K +2,030 +63%
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$531K +$74.9K +731 +16%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$523K +$205 +2 +0%
Pacer Advisors
250
Pacer Advisors
Pennsylvania
$515K – – –
8 9
10
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