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Bank of Montreal
BMO

Overview Fund Activity

454 hedge funds and large institutions have $27.6B invested in Bank of Montreal in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 158 increasing their positions, 125 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+16
Holders Change %
+3.65%
% of All Funds
7.97%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.44%
New
50
Increased
158
Reduced
125
Closed
30
Calls
$342M
Puts
$625M
Net Calls
-$283M
Net Calls Change
-$159M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.9B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$180M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.06B
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$631M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$526M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$502M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$1.02B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.48B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$744M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$851K -$42.5K -426 -5%
BDF
227
Balasa Dinverno & Foltz
$833K -$290K -2,903 -26%
BFG
228
Berger Financial Group
Minnesota
$832K -$4.49K -45 -0.5%
SBH
229
Segall Bryant & Hamill
Illinois
$824K +$99.9K +1,000 +14%
KAS
230
Kestra Advisory Services
Texas
$822K -$36.9K -370 -4%
William Blair & Company
231
William Blair & Company
Illinois
$819K +$437K +4,386 +115%
Cambridge Investment Research Advisors
232
Cambridge Investment Research Advisors
Iowa
$766K -$34.1K -342 -4%
PAM
233
Premier Asset Management
Illinois
$756K +$756K +7,584 New
OC
234
Oppenheimer & Co
New York
$752K – – –
V
235
Veritable
Delaware
$752K +$752K +7,542 New
TI
236
Trexquant Investment
Connecticut
$730K +$730K +7,324 New
VCS
237
Vaughan & Co Securities
New Jersey
$727K +$727K +7,287 New
MCM
238
Marathon Capital Management
Maryland
$717K -$15K -150 -2%
CAN
239
Cetera Advisor Networks
California
$704K +$114K +1,143 +19%
FTDI
240
First Trust Direct Indexing
Massachusetts
$702K +$341K +3,421 +95%
FFN
241
Focus Financial Network
Minnesota
$678K -$1.3K -13 -0.2%
BC
242
Burney Company
Virginia
$660K +$23.1K +232 +4%
BB
243
Busey Bank
Illinois
$660K +$39.9K +400 +6%
CAM
244
Cresset Asset Management
Illinois
$657K +$52.1K +523 +9%
GIBU
245
Gulf International Bank (UK)
United Kingdom
$652K -$32.9K -330 -5%
VIA
246
Vident Investment Advisory
Georgia
$647K +$122K +1,227 +23%
NL
247
NWAM LLC
Washington
$642K +$2.4K +24 +0.4%
NAS
248
Nicolet Advisory Services
Wisconsin
$637K +$16K +160 +3%
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$619K +$102K +1,027 +20%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$596K +$87.1K +874 +17%
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