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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 %
HWAM
276
Hennion & Walsh Asset Management
New Jersey
$403K +$53.7K +538 +15%
WDA
277
Wendell David Associates
New Hampshire
$400K +$400K +4,009 New
BCM
278
Boltwood Capital Management
California
$399K – – –
FRM
279
Fox Run Management
Connecticut
$396K +$396K +3,972 New
YIH
280
Y-Intercept (HK)
Hong Kong
$389K -$73.1K -733 -16%
GVAG
281
Great Valley Advisor Group
Delaware
$378K +$299 +3 +0.1%
BJL
282
Brighton Jones LLC
Washington
$372K +$26.7K +268 +8%
BBVA
283
Banco Bilbao Vizcaya Argentaria
Spain
$372K +$89.8K +900 +32%
VF
284
Virtu Financial
New York
$372K +$372K +3,726 New
CAM
285
Cozad Asset Management
Illinois
$371K – – –
TWM
286
Tradition Wealth Management
Minnesota
$368K +$368K +3,686 New
BSW
287
Buckingham Strategic Wealth
Missouri
$366K +$6.28K +63 +2%
Cetera Investment Advisers
288
Cetera Investment Advisers
Illinois
$365K -$53.4K -536 -13%
BP
289
Ballentine Partners
Massachusetts
$352K – – –
MJP
290
Michael J. Puzo
$349K – – –
BOH
291
Bank of Hawaii
Hawaii
$348K -$93.7K -940 -21%
ACS
292
Archford Capital Strategies
Illinois
$343K +$14.2K +142 +4%
GL
293
Graypoint LLC
New York
$335K – – –
TIM
294
Thompson Investment Management
Wisconsin
$334K +$5.49K +55 +2%
BNP Paribas Financial Markets
295
BNP Paribas Financial Markets
France
$332K – – –
BCA
296
Bay Colony Advisors
Massachusetts
$331K +$28K +281 +9%
KA
297
KLCM Advisors
Wisconsin
$325K – – –
DA
298
Doliver Advisors
Texas
$315K +$315K +3,157 New
FA
299
FDx Advisors
Illinois
$310K -$24.3K -244 -7%
AP
300
Americana Partners
Texas
$307K – – –
10 11
12
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