BMO icon

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
Royal Bank of Canada
Ontario, Canada
$5.9B
2
OAC
OMERS Administration Corp
Ontario, Canada
$180M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.06B
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$631M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$526M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$502M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.02B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.48B
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$744M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
326
Parallel Advisors
California
$236K +$2.9K +29 +1%
Credit Agricole
327
Credit Agricole
France
$235K +$15.5K +156 +7%
AAS
328
Annex Advisory Services
Wisconsin
$234K -$191K -1,919 -45%
OC
329
Oarsman Capital
Wisconsin
$233K – – –
LC
330
Landaas & Company
Wisconsin
$232K -$49.9K -500 -18%
ALAM
331
Asahi Life Asset Management
Japan
$230K +$230K +2,300 New
AIC
332
Ameritas Investment Company
Nebraska
$229K +$7.69K +77 +3%
MWM
333
Mission Wealth Management
California
$229K +$229K +2,300 New
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$224K -$439K -4,397 -66%
PFO
335
Pathstone Family Office
New Jersey
$223K – – –
OWP
336
Obermeyer Wealth Partners
Colorado
$222K – – –
RW
337
REDW Wealth
New Mexico
$221K – – –
DT
338
Diversified Trust
Tennessee
$216K +$1.99K +20 +0.9%
IRC
339
Investors Research Corp
Georgia
$215K – – –
PWLP
340
Prio Wealth Limited Partnership
Massachusetts
$214K -$11.6K -117 -5%
MA
341
Mutual Advisors
Nebraska
$212K +$212K +2,123 New
LC
342
Lindbrook Capital
California
$211K +$10.1K +101 +5%
BWA
343
BDO Wealth Advisors
Florida
$210K – – –
SBIA
344
Sheaff Brock Investment Advisors
Indiana
$210K +$199 +2 +0.1%
BCM
345
Buckhead Capital Management
Georgia
$209K – – –
IAA
346
Independent Advisor Alliance
North Carolina
$208K +$3.2K +32 +2%
ATPW
347
Ashton Thomas Private Wealth
Arizona
$207K -$54.4K -545 -21%
AFP
348
Ausdal Financial Partners
Iowa
$207K -$4.3K -43 -2%
BAM
349
Belpointe Asset Management
Nevada
$205K +$205K +2,057 New
BTW
350
Boston Trust Walden
Massachusetts
$204K – – –
12 13
14
15 16