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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 %
AF
251
Advisornet Financial
Minnesota
$406K – – –
C
252
Certuity
Florida
$406K +$406K +4,552 New
RP
253
Rowlandmiller & Partners
Georgia
$399K – – –
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$397K +$19.4K +217 +5%
ABC
255
Associated Banc-Corp
Wisconsin
$393K -$1.12M -22,254 -74%
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$392K – – –
S
257
SignatureFD
Georgia
$384K +$16.3K +183 +4%
JIC
258
Johnson Investment Counsel
Ohio
$379K +$89.2K +1,000 +31%
YIH
259
Y-Intercept (HK)
Hong Kong
$365K +$54.7K +611 +18%
SAG
260
Spotlight Asset Group
Illinois
$356K -$44.5K -500 -11%
BCM
261
Boltwood Capital Management
California
$356K – – –
Macquarie Group
262
Macquarie Group
Australia
$346K +$346K +3,882 New
William Blair & Company
263
William Blair & Company
Illinois
$339K -$1.36M -15,271 -80%
GVAG
264
Great Valley Advisor Group
Delaware
$336K +$267 +3 +0.1%
DMIC
265
Dixon Mitchell Investment Counsel
British Columbia, Canada
$332K -$163K -1,834 -33%
CAM
266
Cozad Asset Management
Illinois
$332K – – –
VFA
267
Voya Financial Advisors
Connecticut
$329K +$26.3K +293 +9%
BJL
268
Brighton Jones LLC
Washington
$327K – – –
BSW
269
Buckingham Strategic Wealth
Missouri
$322K – – –
KOMWMG
270
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$315K +$535 +6 +0.2%
BP
271
Ballentine Partners
Massachusetts
$314K – – –
CCP
272
Corient Capital Partners
California
$313K +$17.2K +193 +6%
CC
273
Centiva Capital
New York
$313K +$313K +3,509 New
MJP
274
Michael J. Puzo
$312K – – –
FA
275
FDx Advisors
Illinois
$312K +$54.1K +606 +21%
9 10
11
12 13