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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 %
MFG
301
Magnus Financial Group
New York
$284K – – –
VI
302
Versor Investments
New York
$283K +$283K +2,757 New
CFN
303
Cordasco Financial Network
Florida
$278K -$6.16K -60 -2%
DHFB
304
Dixon Hubard Feinour & Brown
Virginia
$277K – – –
QTM
305
qPULA Trading Management
New York
$277K +$277K +2,697 New
WFI
306
West Family Investments
California
$277K +$277K +2,705 New
AGA
307
Arkos Global Advisors
Texas
$273K – – –
CCA
308
Checchi Capital Advisers
California
$270K +$37.2K +362 +16%
ATPW
309
Ashton Thomas Private Wealth
Arizona
$269K +$269K +2,624 New
GAM
310
Gotham Asset Management
New York
$269K +$269K +2,622 New
QCG
311
Quadrant Capital Group
Ohio
$267K +$30.1K +294 +13%
PNC
312
Park National Corp
Ohio
$265K – – –
Susquehanna International Group
313
Susquehanna International Group
Pennsylvania
$265K +$265K +2,585 New
AF
314
Advisornet Financial
Minnesota
$263K -$205K -2,000 -44%
NSIM
315
North Star Investment Management
Illinois
$261K +$11.8K +115 +5%
Vontobel Holding
316
Vontobel Holding
Switzerland
$260K +$260K +2,549 New
WCA
317
Westover Capital Advisors
Delaware
$246K – – –
BWL
318
Bogart Wealth LLC
Virginia
$245K – – –
PJSIMP
319
P.J. Schmidt Investment Management (PJS)
Wisconsin
$243K +$243K +2,453 New
OC
320
Oarsman Capital
Wisconsin
$240K -$4.11K -40 -2%
PA
321
Parallel Advisors
California
$240K +$20.8K +202 +9%
AIC
322
Ameritas Investment Company
Nebraska
$234K +$69.3K +656 +42%
PWLP
323
Prio Wealth Limited Partnership
Massachusetts
$233K – – –
KOCAA
324
Knights of Columbus Asset Advisors
Connecticut
$231K – – –
ETC
325
Exchange Traded Concepts
Oklahoma
$230K +$230K +2,247 New
11 12
13
14 15