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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 %
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$629K -$39.9K -370 -6%
ACA
252
Atlas Capital Advisors
Wyoming
$625K – – –
VCS
253
Vaughan & Co Securities
New Jersey
$620K -$165K -1,532 -21%
Allspring Global Investments
254
Allspring Global Investments
North Carolina
$606K +$606K +5,628 New
PG
255
Patten Group
Tennessee
$604K – – –
QP
256
Quilter Plc
United Kingdom
$602K -$16.8K -156 -3%
MPM
257
MBB Public Markets
Illinois
$602K +$602K +5,593 New
LOAMS
258
Lombard Odier Asset Management (Switzerland)
Switzerland
$599K +$599K +4,400 New
DWT
259
Dorsey & Whitney Trust
South Dakota
$595K – – –
DADC
260
D.A. Davidson & Co
Montana
$592K -$25.1K -234 -4%
JAM
261
JCIC Asset Management
Ontario, Canada
$590K – – –
HI
262
Harbour Investments
Wisconsin
$582K -$363K -3,369 -38%
DZ Bank
263
DZ Bank
Germany
$580K – – –
Group One Trading
264
Group One Trading
Illinois
$578K +$578K +5,369 New
BCI
265
Brinker Capital Investments
Pennsylvania
$574K +$77.1K +715 +16%
LAM
266
Lingohr Asset Management
Germany
$566K -$11.1K -104 -2%
TWM
267
Tradition Wealth Management
Minnesota
$563K +$166K +1,537 +42%
QTM
268
qPULA Trading Management
New York
$560K +$560K +5,200 New
DMIC
269
Dixon Mitchell Investment Counsel
British Columbia, Canada
$546K +$73.1K +679 +15%
AIM
270
Aigen Investment Management
New York
$540K +$540K +5,090 New
Pacer Advisors
271
Pacer Advisors
Pennsylvania
$535K -$24K -223 -4%
GT
272
Glenmede Trust
Pennsylvania
$532K -$91.7K -852 -15%
BAMF
273
BI Asset Management Fondsmaeglerselskab
Denmark
$527K – – –
TRCT
274
Tower Research Capital (TRC)
New York
$519K +$257K +2,400 +98%
MM
275
MQS Management
New York
$508K +$508K +4,719 New
9 10
11
12 13