BMO icon

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 %
PFO
326
Pathstone Family Office
New Jersey
$229K +$229K +2,235 New
RW
327
REDW Wealth
New Mexico
$228K +$228K +2,220 New
OWP
328
Obermeyer Wealth Partners
Colorado
$228K +$228K +2,225 New
Credit Agricole
329
Credit Agricole
France
$226K +$8.3K +81 +4%
IRC
330
Investors Research Corp
Georgia
$221K – – –
DT
331
Diversified Trust
Tennessee
$220K +$220K +2,148 New
AFP
332
Ausdal Financial Partners
Iowa
$217K +$217K +2,114 New
BWA
333
BDO Wealth Advisors
Florida
$216K – – –
SBIA
334
Sheaff Brock Investment Advisors
Indiana
$216K +$216K +2,104 New
EI
335
Ethic Inc
New York
$214K -$337K -3,278 -61%
BCM
336
Buckhead Capital Management
Georgia
$214K +$214K +2,091 New
BTW
337
Boston Trust Walden
Massachusetts
$210K +$210K +2,050 New
IAA
338
Independent Advisor Alliance
North Carolina
$210K +$210K +2,051 New
SFG
339
SNS Financial Group
Minnesota
$208K +$208K +2,025 New
IG
340
ING Group
Netherlands
$207K -$66.8K -652 -24%
LC
341
Lindbrook Capital
California
$207K – – –
BIM
342
Bridges Investment Management
Nebraska
$205K +$205K +2,000 New
CAPTRUST Financial Advisors
343
CAPTRUST Financial Advisors
North Carolina
$199K -$37.6K -367 -16%
TRCT
344
Tower Research Capital (TRC)
New York
$197K -$644K -6,307 -77%
BFEC
345
Benjamin F. Edwards & Company
Missouri
$172K – – –
Bessemer Group
346
Bessemer Group
New Jersey
$167K -$25.9K -252 -13%
Macquarie Group
347
Macquarie Group
Australia
$166K -$231K -2,258 -58%
MC
348
Maverick Capital
Texas
$154K -$12.2K -119 -7%
PAM
349
Panagora Asset Management
Massachusetts
$148K – – –
WB
350
Webster Bank
Connecticut
$144K – – –
12 13
14
15 16