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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 %
SG Americas Securities
351
SG Americas Securities
New York
$138K -$21.2K -207 -13%
BCWM
352
Bartlett & Co Wealth Management
Ohio
$136K – – –
BC
353
Bartlett & Co
Ohio
$136K – – –
AF
354
Allworth Financial
California
$133K – – –
TCOV
355
Trust Company of Vermont
Vermont
$131K – – –
SPIA
356
Steward Partners Investment Advisory
New York
$127K -$428K -4,169 -77%
IHWM
357
Iron Horse Wealth Management
Iowa
$121K – – –
JWM
358
Janiczek Wealth Management
Colorado
$121K +$3.9K +38 +3%
JEST
359
JTC Employer Solutions Trustee
Jersey
$119K +$119K +1,162 New
SWA
360
Sutton Wealth Advisors
Florida
$112K – – –
SSB
361
Sandy Spring Bank
Maryland
$107K – – –
JFA
362
JNBA Financial Advisors
Minnesota
$103K -$59.2K -575 -37%
WT
363
Washington Trust
Rhode Island
$103K – – –
FGAM
364
Financial Gravity Asset Management
Texas
$103K -$33 – –
GLLW
365
Graves Light Lenhart Wealth
Virginia
$103K – – –
FCM
366
Firestone Capital Management
Florida
$103K – – –
ASN
367
Advisory Services Network
Georgia
$102K +$102K +990 New
BCV
368
Banque Cantonale Vaudoise
Switzerland
$93K -$481K -4,659 -84%
HI
369
Hudock Inc
Pennsylvania
$92K +$307 +3 +0.3%
EFSCE
370
Enterprise Financial Services Corp (EFSC)
Missouri
$88K – – –
BCA
371
Bray Capital Advisors
Florida
$82K – – –
PP
372
Pacifica Partners
Canada
$81K – – –
HNB
373
Huntington National Bank
Ohio
$78K -$9.15K -89 -10%
CPA
374
Cowen Prime Advisors
New York
$77K – – –
MGIM
375
M&G Investment Management
United Kingdom
$64.7K -$3.41K -33,329 -5%
13 14
15
16 17