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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
+$463M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$282M
3
GC
Guardian Capital
Ontario, Canada
+$163M
4
Two Sigma Investments
Two Sigma Investments
New York
+$122M
5
Man Group
Man Group
United Kingdom
+$97M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
-$503M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$431M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$242M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$210M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
276
Graypoint LLC
New York
$310K -$23.9K -268 -7%
AAS
277
Annex Advisory Services
Wisconsin
$303K +$982 +11 +0.3%
BNP Paribas Financial Markets
278
BNP Paribas Financial Markets
France
$296K – – –
GC
279
Guggenheim Capital
Illinois
$294K +$294K +3,300 New
TIM
280
Thompson Investment Management
Wisconsin
$293K -$5.61K -63 -2%
KA
281
KLCM Advisors
Wisconsin
$293K +$5.8K +65 +2%
ACS
282
Archford Capital Strategies
Illinois
$292K -$1.67M -18,169 -85%
LC
283
Landaas & Company
Wisconsin
$290K – – –
Cetera Investment Advisers
284
Cetera Investment Advisers
Illinois
$289K -$6.42K -72 -2%
VIA
285
Vident Investment Advisory
Georgia
$288K – – –
GAM
286
Griffin Asset Management
New York
$278K +$623 +7 +0.2%
BCA
287
Bay Colony Advisors
Massachusetts
$270K – – –
SW
288
SVB Wealth
Massachusetts
$269K +$8.2K +92 +3%
RHBC
289
R.H. Bluestein & Co
Michigan
$267K – – –
AFC
290
AFT Forsyth & Company
Florida
$262K – – –
JPMPWA
291
J.P. Morgan Private Wealth Advisors
California
$259K -$20.3K -228 -7%
ECM
292
ExodusPoint Capital Management
New York
$259K +$259K +2,904 New
FTDI
293
First Trust Direct Indexing
Massachusetts
$252K +$5.44K +61 +2%
PP
294
Patten & Patten
Tennessee
$248K – – –
CFN
295
Cordasco Financial Network
Florida
$247K +$268 +3 +0.1%
MFG
296
Magnus Financial Group
New York
$246K – – –
GLA
297
Good Life Advisors
Pennsylvania
$245K +$245K +2,723 New
Fisher Asset Management
298
Fisher Asset Management
Washington
$243K +$243K +2,723 New
DHFB
299
Dixon Hubard Feinour & Brown
Virginia
$241K +$241K +2,700 New
IG
300
ING Group
Netherlands
$238K +$238K +2,673 New
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