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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 %
ACA
251
Atlas Capital Advisors
Wyoming
$579K +$20.7K +208 +4%
GT
252
Glenmede Trust
Pennsylvania
$577K +$28.8K +289 +5%
SW
253
SVB Wealth
Massachusetts
$577K +$243K +2,436 +73%
DADC
254
D.A. Davidson & Co
Montana
$574K +$2.39K +24 +0.4%
QP
255
Quilter Plc
United Kingdom
$573K – – –
PG
256
Patten Group
Tennessee
$559K -$23.4K -235 -4%
DWT
257
Dorsey & Whitney Trust
South Dakota
$551K – – –
JAM
258
JCIC Asset Management
Ontario, Canada
$546K – – –
LAM
259
Lingohr Asset Management
Germany
$538K – – –
DZ Bank
260
DZ Bank
Germany
$538K – – –
Pacer Advisors
261
Pacer Advisors
Pennsylvania
$517K +$16.1K +162 +3%
S
262
SignatureFD
Georgia
$517K +$26.7K +268 +5%
GC
263
Guggenheim Capital
Illinois
$504K +$7.89K +79 +2%
BAMF
264
BI Asset Management Fondsmaeglerselskab
Denmark
$488K – – –
BCI
265
Brinker Capital Investments
Pennsylvania
$473K – – –
CCP
266
Corient Capital Partners
California
$472K +$63.1K +633 +15%
CB
267
Commerce Bank
Missouri
$467K +$26K +261 +6%
FBFS
268
First Business Financial Services
Wisconsin
$462K – – –
ONB
269
Old National Bancorp
Indiana
$460K -$3.89K -39 -0.8%
Acadian Asset Management
270
Acadian Asset Management
Massachusetts
$453K -$3.88M -38,897 -90%
MFG
271
Magnus Financial Group
New York
$450K +$174K +1,750 +63%
VOYA Investment Management
272
VOYA Investment Management
Georgia
$446K +$446K +4,473 New
DMIC
273
Dixon Mitchell Investment Counsel
British Columbia, Canada
$436K +$16.4K +165 +4%
JIC
274
Johnson Investment Counsel
Ohio
$424K – – –
BCM
275
Bayesian Capital Management
New York
$413K +$413K +4,139 New
9 10
11
12 13