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Bank of Montreal
BMO

Overview Fund Activity

484 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+30
Holders Change %
+6.61%
% of All Funds
7.47%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.37%
New
69
Increased
145
Reduced
153
Closed
31
Calls
$361M
Puts
$803M
Net Calls
-$442M
Net Calls Change
-$159M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$206M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.39B
3
AC
Addenda Capital
Quebec, Canada
$62M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.28B
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$740M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$201M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.03B
4
Norges Bank
Norges Bank
Norway
$667M
5
IIM
Intact Investment Management
Quebec, Canada
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
226
Segall Bryant & Hamill
Illinois
$893K +$2.37K +22 +0.3%
KAS
227
Kestra Advisory Services
Texas
$880K -$7K -65 -0.8%
CW
228
Connectus Wealth
Ohio
$880K +$880K +8,146 New
BFS
229
Baskin Financial Services
Ontario, Canada
$850K -$82.7K -769 -9%
V
230
Veritable
Delaware
$812K – – –
A
231
Astrantus
Cyprus
$803K +$803K +7,455 New
William Blair & Company
232
William Blair & Company
Illinois
$801K -$84.3K -782 -10%
VIA
233
Vident Investment Advisory
Georgia
$793K +$93K +862 +13%
Acadian Asset Management
234
Acadian Asset Management
Massachusetts
$790K +$301K +2,800 +62%
MCM
235
Marathon Capital Management
Maryland
$782K +$8.08K +75 +1%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$777K -$51K -473 -6%
FTDI
237
First Trust Direct Indexing
Massachusetts
$762K +$4.09K +38 +0.5%
CAN
238
Cetera Advisor Networks
California
$748K -$12.4K -115 -2%
FFM
239
Forum Financial Management
Illinois
$736K +$736K +6,828 New
BB
240
Busey Bank
Illinois
$718K +$5.17K +48 +0.7%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$716K +$474K +4,397 +196%
GIBU
242
Gulf International Bank (UK)
United Kingdom
$705K – – –
NAS
243
Nicolet Advisory Services
Wisconsin
$688K – – –
NL
244
NWAM LLC
Washington
$683K -$10.6K -98 -2%
BC
245
Burney Company
Virginia
$680K -$32.7K -304 -5%
TT
246
TI-Trust
Illinois
$668K +$668K +6,200 New
CAM
247
Cresset Asset Management
Illinois
$655K -$54.6K -507 -8%
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$653K +$10.2K +95 +2%
PAM
249
Premier Asset Management
Illinois
$651K -$165K -1,537 -20%
S
250
SignatureFD
Georgia
$641K +$82.6K +767 +15%
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