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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
1
Royal Bank of Canada
Ontario, Canada
$5.9B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$180M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.06B
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$631M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$526M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$502M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$1.02B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.48B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$744M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
351
Ritholtz Wealth Management
New York
$203K +$203K +2,031 New
IG
352
ING Group
Netherlands
$202K – – –
SFG
353
SNS Financial Group
Minnesota
$202K – – –
IP
354
Isthmus Partners
Wisconsin
$200K -$216K -2,167 -52%
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$194K – – –
KOCAA
356
Knights of Columbus Asset Advisors
Connecticut
$193K -$30.9K -311 -14%
MC
357
Maverick Capital
Texas
$193K +$43.1K +431 +29%
PI
358
PEAK6 Investments
Illinois
$180K -$1.1M -11,010 -86%
BFEC
359
Benjamin F. Edwards & Company
Missouri
$177K +$9.96K +100 +6%
Bessemer Group
360
Bessemer Group
New Jersey
$162K – – –
Macquarie Group
361
Macquarie Group
Australia
$162K – – –
WB
362
Webster Bank
Connecticut
$140K – – –
SPIA
363
Steward Partners Investment Advisory
New York
$139K +$15.7K +158 +13%
JWM
364
Janiczek Wealth Management
Colorado
$134K +$16.3K +163 +14%
SOW
365
State of Wyoming
Wyoming
$134K +$74K +742 +123%
BC
366
Bartlett & Co
Ohio
$133K – – –
BCWM
367
Bartlett & Co Wealth Management
Ohio
$133K – – –
AF
368
Allworth Financial
California
$130K – – –
JEST
369
JTC Employer Solutions Trustee
Jersey
$116K – – –
SWA
370
Sutton Wealth Advisors
Florida
$109K -$100 -1 -0.1%
SSB
371
Sandy Spring Bank
Maryland
$104K – – –
HNB
372
Huntington National Bank
Ohio
$104K +$28.3K +284 +37%
FCM
373
Firestone Capital Management
Florida
$103K – – –
JFA
374
JNBA Financial Advisors
Minnesota
$100K – – –
FGAM
375
Financial Gravity Asset Management
Texas
$100K -$103K – –
13 14
15
16 17