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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
+$117M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$107M
3
AC
Addenda Capital
Quebec, Canada
+$58.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$58.6M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$55.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$359M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$342M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$336M
4
Norges Bank
Norges Bank
Norway
-$107M
5
IIM
Intact Investment Management
Quebec, Canada
-$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
276
Two Sigma Securities
New York
$503K +$503K +4,673 New
FBFS
277
First Business Financial Services
Wisconsin
$499K – – –
CAM
278
Carret Asset Management
New York
$496K +$496K +4,609 New
VOYA Investment Management
279
VOYA Investment Management
Georgia
$494K +$11.5K +107 +2%
CCP
280
Corient Capital Partners
California
$491K -$19.3K -179 -4%
VPIM
281
Vanguard Personalized Indexing Management
California
$488K +$202K +1,876 +71%
BBVA
282
Banco Bilbao Vizcaya Argentaria
Spain
$484K +$85.1K +795 +21%
RP
283
Rowlandmiller & Partners
Georgia
$482K – – –
MFG
284
Magnus Financial Group
New York
$477K -$9.7K -90 -2%
EGM
285
Engineers Gate Manager
New York
$474K +$474K +4,396 New
ONB
286
Old National Bancorp
Indiana
$459K -$37.6K -349 -8%
JIC
287
Johnson Investment Counsel
Ohio
$458K – – –
CB
288
Commerce Bank
Missouri
$456K -$48.5K -450 -10%
AAF
289
Andra AP-fonden
Sweden
$449K -$844K -6,200 -65%
HWAM
290
Hennion & Walsh Asset Management
New Jersey
$435K -$755 -7 -0.2%
BCM
291
Boltwood Capital Management
California
$431K – – –
AAS
292
Annex Advisory Services
Wisconsin
$411K +$159K +1,475 +63%
Cetera Investment Advisers
293
Cetera Investment Advisers
Illinois
$407K +$12.3K +114 +3%
RWM
294
Ritholtz Wealth Management
New York
$404K +$185K +1,721 +85%
CAM
295
Cozad Asset Management
Illinois
$401K – – –
DHFB
296
Dixon Hubard Feinour & Brown
Virginia
$399K +$108K +1,000 +37%
GVAG
297
Great Valley Advisor Group
Delaware
$390K -$18.4K -171 -5%
GAM
298
Gotham Asset Management
New York
$385K +$86.8K +807 +29%
BJL
299
Brighton Jones LLC
Washington
$381K -$21K -195 -5%
BP
300
Ballentine Partners
Massachusetts
$380K – – –
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