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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
Bank of Nova Scotia
Ontario, Canada
$1.18B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$400M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.65B
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$486M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.05B

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$827M
2
OAC
OMERS Administration Corp
Ontario, Canada
$0
3
CIBC World Market
CIBC World Market
Ontario, Canada
$1.25B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.8B
5
Two Sigma Investments
Two Sigma Investments
New York
$98.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOMWMG
276
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$363K +$513 +5 +0.1%
BP
277
Ballentine Partners
Massachusetts
$362K – – –
MJP
278
Michael J. Puzo
$359K – – –
HWAM
279
Hennion & Walsh Asset Management
New Jersey
$359K +$359K +3,503 New
BJL
280
Brighton Jones LLC
Washington
$355K -$20.5K -200 -5%
GL
281
Graypoint LLC
New York
$345K -$11.3K -110 -3%
FA
282
FDx Advisors
Illinois
$344K -$14.5K -141 -4%
SW
283
SVB Wealth
Massachusetts
$343K +$33.2K +324 +11%
BNP Paribas Financial Markets
284
BNP Paribas Financial Markets
France
$341K – – –
TIM
285
Thompson Investment Management
Wisconsin
$338K – – –
ACS
286
Archford Capital Strategies
Illinois
$338K +$11.7K +114 +4%
KA
287
KLCM Advisors
Wisconsin
$335K -$2.47K -24 -0.7%
NIM
288
NuWave Investment Management
New Jersey
$331K +$331K +3,232 New
GAM
289
Griffin Asset Management
New York
$321K +$718 +7 +0.2%
TSS
290
Two Sigma Securities
New York
$317K +$317K +3,094 New
AP
291
Americana Partners
Texas
$316K +$316K +3,084 New
BCA
292
Bay Colony Advisors
Massachusetts
$311K – – –
RHBC
293
R.H. Bluestein & Co
Michigan
$308K – – –
AFC
294
AFT Forsyth & Company
Florida
$301K – – –
EBT
295
Enterprise Bank & Trust
Massachusetts
$299K +$299K +2,920 New
GLA
296
Good Life Advisors
Pennsylvania
$297K +$17.9K +175 +6%
JPMPWA
297
J.P. Morgan Private Wealth Advisors
California
$291K -$7.7K -75 -3%
LC
298
Landaas & Company
Wisconsin
$290K -$44K -429 -13%
BBVA
299
Banco Bilbao Vizcaya Argentaria
Spain
$289K +$289K +2,827 New
PP
300
Patten & Patten
Tennessee
$285K – – –
10 11
12
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