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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 %
RHBC
301
R.H. Bluestein & Co
Michigan
$299K – – –
AFC
302
AFT Forsyth & Company
Florida
$293K – – –
EBT
303
Enterprise Bank & Trust
Massachusetts
$291K – – –
JPMPWA
304
J.P. Morgan Private Wealth Advisors
California
$283K – – –
ECM
305
Evergreen Capital Management
Washington
$282K +$282K +2,827 New
PP
306
Patten & Patten
Tennessee
$278K – – –
GAM
307
Gotham Asset Management
New York
$276K +$14.8K +149 +6%
QCG
308
Quadrant Capital Group
Ohio
$272K +$12.2K +122 +5%
CFN
309
Cordasco Financial Network
Florida
$271K +$200 +2 +0.1%
CCA
310
Checchi Capital Advisers
California
$270K +$7.58K +76 +3%
DHFB
311
Dixon Hubard Feinour & Brown
Virginia
$269K – – –
AGA
312
Arkos Global Advisors
Texas
$265K – – –
VPIM
313
Vanguard Personalized Indexing Management
California
$265K +$265K +2,654 New
WFI
314
West Family Investments
California
$264K -$5.48K -55 -2%
GLA
315
Good Life Advisors
Pennsylvania
$259K -$29.6K -297 -10%
NSIM
316
North Star Investment Management
Illinois
$259K +$5.18K +52 +2%
PNC
317
Park National Corp
Ohio
$258K – – –
IWC
318
Integrated Wealth Concepts
Massachusetts
$258K +$258K +2,588 New
PTC
319
Petrus Trust Company
Texas
$254K +$254K +2,549 New
AF
320
Advisornet Financial
Minnesota
$251K -$3.98K -40 -2%
PJSIMP
321
P.J. Schmidt Investment Management (PJS)
Wisconsin
$249K -$23.4K -211 -9%
TRCT
322
Tower Research Capital (TRC)
New York
$243K +$51.7K +521 +27%
WCA
323
Westover Capital Advisors
Delaware
$239K – – –
BWL
324
Bogart Wealth LLC
Virginia
$238K – – –
RP
325
Rowlandmiller & Partners
Georgia
$237K – – –
11 12
13
14 15