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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 %
GC
251
Guggenheim Capital
Illinois
$510K +$171K +1,670 +51%
S
252
SignatureFD
Georgia
$504K +$62K +605 +14%
BAMF
253
BI Asset Management Fondsmaeglerselskab
Denmark
$501K – – –
Prudential Financial
254
Prudential Financial
New Jersey
$489K – – –
CRC
255
Curi RMB Capital
Illinois
$483K – – –
ONB
256
Old National Bancorp
Indiana
$477K -$104K -1,017 -18%
FBFS
257
First Business Financial Services
Wisconsin
$475K – – –
YIH
258
Y-Intercept (HK)
Hong Kong
$475K +$57.2K +558 +14%
BCI
259
Brinker Capital Investments
Pennsylvania
$473K +$473K +4,609 New
RP
260
Rowlandmiller & Partners
Georgia
$459K – – –
BOH
261
Bank of Hawaii
Hawaii
$455K -$101K -983 -18%
CB
262
Commerce Bank
Missouri
$454K -$23K -224 -5%
AAS
263
Annex Advisory Services
Wisconsin
$437K +$89.1K +869 +26%
JIC
264
Johnson Investment Counsel
Ohio
$436K – – –
DMIC
265
Dixon Mitchell Investment Counsel
British Columbia, Canada
$433K +$51.3K +501 +13%
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$431K +$98.2K +956 +29%
IP
267
Isthmus Partners
Wisconsin
$429K +$429K +4,174 New
CCP
268
Corient Capital Partners
California
$421K +$60.7K +592 +17%
BCM
269
Boltwood Capital Management
California
$410K – – –
SAG
270
Spotlight Asset Group
Illinois
$410K – – –
William Blair & Company
271
William Blair & Company
Illinois
$393K +$2.77K +27 +0.7%
GVAG
272
Great Valley Advisor Group
Delaware
$388K +$1.84K +18 +0.5%
CAM
273
Cozad Asset Management
Illinois
$382K – – –
FTDI
274
First Trust Direct Indexing
Massachusetts
$371K +$80.8K +787 +28%
BSW
275
Buckingham Strategic Wealth
Missouri
$370K – – –
9 10
11
12 13