BMO icon

Bank of Montreal
BMO

Overview Fund Activity

484 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+30
Holders Change %
+6.61%
% of All Funds
7.47%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.37%
New
69
Increased
145
Reduced
153
Closed
31
Calls
$361M
Puts
$803M
Net Calls
-$442M
Net Calls Change
-$159M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$117M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$107M
3
AC
Addenda Capital
Quebec, Canada
+$58.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$58.6M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$55.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$359M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$342M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$336M
4
Norges Bank
Norges Bank
Norway
-$107M
5
IIM
Intact Investment Management
Quebec, Canada
-$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
351
Independent Advisor Alliance
North Carolina
$235K +$10.4K +96 +5%
DT
352
Diversified Trust
Tennessee
$234K – – –
BTW
353
Boston Trust Walden
Massachusetts
$234K +$13.4K +125 +6%
GLA
354
Good Life Advisors
Pennsylvania
$233K -$47.4K -440 -17%
PWLP
355
Prio Wealth Limited Partnership
Massachusetts
$232K – – –
IRC
356
Investors Research Corp
Georgia
$232K – – –
MA
357
Mutual Advisors
Nebraska
$229K – – –
LC
358
Lindbrook Capital
California
$229K +$754 +7 +0.3%
BWA
359
BDO Wealth Advisors
Florida
$227K – – –
SBIA
360
Sheaff Brock Investment Advisors
Indiana
$227K +$108 +1 +0%
GC
361
Guggenheim Capital
Illinois
$225K -$320K -2,964 -59%
AFP
362
Ausdal Financial Partners
Iowa
$223K – – –
SFG
363
SNS Financial Group
Minnesota
$218K – – –
BIM
364
Bridges Investment Management
Nebraska
$215K +$215K +2,000 New
CRC
365
Curi RMB Capital
Illinois
$212K +$212K +1,965 New
SEP
366
Southland Equity Partners
Missouri
$212K +$212K +1,965 New
Tudor Investment Corp
367
Tudor Investment Corp
Connecticut
$210K +$210K +1,951 New
EIG
368
Ellenbecker Investment Group
Wisconsin
$207K +$207K +1,922 New
W
369
Wealthsimple
Ontario, Canada
$206K +$206K +1,912 New
DC
370
Davenport & Co
Virginia
$206K +$206K +1,913 New
BCM
371
Buckhead Capital Management
Georgia
$205K -$19.8K -184 -9%
AAS
372
Avantax Advisory Services
Texas
$205K +$205K +1,898 New
Manulife (Manufacturers Life Insurance)
373
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205K -$207K -1,917,698 -50%
SMC
374
Smith, Moore & Co
Missouri
$204K +$204K +1,890 New
SIA
375
Schechter Investment Advisors
Michigan
$202K +$202K +1,874 New
13 14
15
16 17