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Bank of Montreal
BMO

Overview Fund Activity

404 hedge funds and large institutions have $24.6B invested in Bank of Montreal in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+5
Holders Change %
+1.25%
% of All Funds
7.11%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
49
Increased
162
Reduced
95
Closed
40
Calls
$407M
Puts
$495M
Net Calls
-$87.9M
Net Calls Change
-$213M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$988M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$938M
3
GC
Guardian Capital
Ontario, Canada
$436M
4
Two Sigma Investments
Two Sigma Investments
New York
$136M
5
Man Group
Man Group
United Kingdom
$104M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
$42.3M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$775M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$761M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$197M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
351
Princeton Global Asset Management
New Jersey
$53K – – –
RFA
352
Reilly Financial Advisors
California
$46K – – –
KPCM
353
Kings Point Capital Management
New York
$46K – – –
CFGS
354
Concourse Financial Group Securities
Alabama
$44K +$21.6K +240 +96%
FP
355
Financial Perspectives
Minnesota
$42K +$41.5K +3,701 +8,812%
CAL
356
Capital Analysts LLC
Pennsylvania
$38K +$38K +429 New
WT
357
Whittier Trust
California
$36K – – –
SCA
358
Stonebridge Capital Advisors
Minnesota
$36K +$36K +400 New
WAS
359
Winch Advisory Services
Wisconsin
$31K – – –
CLOS
360
Compagnie Lombard Odier SCmA
Switzerland
$30K – – –
TFIPS
361
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.4K – – –
ZB
362
Zions Bancorporation
Utah
$28K – – –
CTC
363
Central Trust Company
Missouri
$27K +$27K +299 New
WAP
364
Wealthcare Advisory Partners
Pennsylvania
$27K +$27K +300 New
IAIM
365
International Assets Investment Management
Florida
$26K – – –
BFC
366
Bedel Financial Consulting
Indiana
$23K – – –
SBL
367
Sargent Bickham Lagudis
Colorado
$19K – – –
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$17K +$4.59K +51 +37%
MF
369
Manchester Financial
California
$16K +$7.11K +80 +80%
ME
370
McIlrath & Eck
Washington
$14K – – –
EP
371
Eudaimonia Partners
Tennessee
$14K +$14K +158 New
FWM
372
Focused Wealth Management
New York
$13K – – –
NFG
373
Next Financial Group
Texas
$13K – – –
LS
374
Leelyn Smith
Illinois
$13K – – –
FA
375
Financial Avengers
California
$13K – – –
13 14
15
16 17