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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 %
AGA
301
Arkos Global Advisors
Texas
$237K -$30.6K -343 -11%
PNC
302
Park National Corp
Ohio
$230K +$230K +2,585 New
BWP
303
BSW Wealth Partners
Colorado
$228K +$228K +2,558 New
NSIM
304
North Star Investment Management
Illinois
$217K -$131K -1,469 -38%
WCA
305
Westover Capital Advisors
Delaware
$214K +$214K +2,400 New
BWL
306
Bogart Wealth LLC
Virginia
$213K -$41.8K -469 -16%
OC
307
Oarsman Capital
Wisconsin
$212K +$212K +2,377 New
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$206K – – –
QCG
309
Quadrant Capital Group
Ohio
$206K +$18.8K +211 +10%
VPIM
310
Vanguard Personalized Indexing Management
California
$204K +$204K +2,293 New
PWLP
311
Prio Wealth Limited Partnership
Massachusetts
$202K +$202K +2,267 New
CCA
312
Checchi Capital Advisers
California
$202K +$202K +2,268 New
KOCAA
313
Knights of Columbus Asset Advisors
Connecticut
$201K -$66.5K -745 -25%
IRC
314
Investors Research Corp
Georgia
$192K – – –
PA
315
Parallel Advisors
California
$190K +$3.3K +37 +2%
Credit Agricole
316
Credit Agricole
France
$189K +$189K +2,124 New
BWA
317
BDO Wealth Advisors
Florida
$188K +$67K +752 +55%
LC
318
Lindbrook Capital
California
$180K +$981 +11 +0.5%
Bessemer Group
319
Bessemer Group
New Jersey
$167K -$268K -3,008 -62%
BFEC
320
Benjamin F. Edwards & Company
Missouri
$150K – – –
MC
321
Maverick Capital
Texas
$144K +$144K +1,617 New
JFA
322
JNBA Financial Advisors
Minnesota
$140K – – –
AIC
323
Ameritas Investment Company
Nebraska
$139K +$139K +1,560 New
SG Americas Securities
324
SG Americas Securities
New York
$138K -$189K -2,121 -58%
PAM
325
Panagora Asset Management
Massachusetts
$129K – – –
11 12
13
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