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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 %
SWM
301
Silverlake Wealth Management
Vermont
$379K +$379K +3,517 New
MJP
302
Michael J. Puzo
$377K – – –
BCA
303
Bay Colony Advisors
Massachusetts
$371K +$13.6K +126 +4%
BNP Paribas Financial Markets
304
BNP Paribas Financial Markets
France
$358K – – –
BOH
305
Bank of Hawaii
Hawaii
$358K -$18.8K -174 -5%
ACS
306
Archford Capital Strategies
Illinois
$358K -$12.7K -118 -3%
TIM
307
Thompson Investment Management
Wisconsin
$352K -$8.4K -78 -2%
KA
308
KLCM Advisors
Wisconsin
$351K -$108 -1 -0%
BAM
309
Blueshift Asset Management
New Jersey
$338K +$338K +3,137 New
ECM
310
Evergreen Capital Management
Washington
$336K +$31.1K +288 +10%
FA
311
FDx Advisors
Illinois
$334K -$753 -7 -0.2%
JPMPWA
312
J.P. Morgan Private Wealth Advisors
California
$333K +$28.1K +261 +9%
AP
313
Americana Partners
Texas
$332K – – –
QCG
314
Quadrant Capital Group
Ohio
$329K +$35.1K +326 +12%
WHG
315
Westwood Holdings Group
Texas
$323K +$323K +3,000 New
SW
316
SVB Wealth
Massachusetts
$319K -$303K -2,815 -49%
AFC
317
AFT Forsyth & Company
Florida
$316K – – –
EBT
318
Enterprise Bank & Trust
Massachusetts
$315K – – –
PTC
319
Petrus Trust Company
Texas
$310K +$35.3K +328 +13%
DA
320
Doliver Advisors
Texas
$308K -$58.9K -507 -16%
YIH
321
Y-Intercept (HK)
Hong Kong
$306K -$114K -1,058 -27%
Susquehanna International Group
322
Susquehanna International Group
Pennsylvania
$301K +$301K +2,796 New
PP
323
Patten & Patten
Tennessee
$300K – – –
BAM
324
Belpointe Asset Management
Nevada
$293K +$71.8K +668 +32%
AGA
325
Arkos Global Advisors
Texas
$286K – – –
11 12
13
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