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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
+$294M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$232M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$229M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$210M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$42.9M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$252M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$189M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$114M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$107M
5
Two Sigma Investments
Two Sigma Investments
New York
-$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
376
Arax Advisory Partners
Colorado
$63K +$63K +619 New
PGAM
377
Princeton Global Asset Management
New Jersey
$62K – – –
SCA
378
Stonebridge Capital Advisors
Minnesota
$62K +$23.8K +250 +63%
SOW
379
State of Wyoming
Wyoming
$62K +$62K +602 New
APA
380
American Portfolios Advisors
New York
$61K – – –
SWM
381
Spire Wealth Management
Virginia
$55K -$92.3K -903 -63%
RFA
382
Reilly Financial Advisors
California
$53K – – –
KPCM
383
Kings Point Capital Management
New York
$53K – – –
BAM
384
Barrett Asset Management
New York
$51K +$51K +500 New
CFGS
385
Concourse Financial Group Securities
Alabama
$50K – – –
CAL
386
Capital Analysts LLC
Pennsylvania
$44K +$204 +2 +0.5%
CTC
387
Central Trust Company
Missouri
$43K +$12.7K +125 +42%
WT
388
Whittier Trust
California
$42K – – –
WAS
389
Winch Advisory Services
Wisconsin
$36K – – –
CLOS
390
Compagnie Lombard Odier SCmA
Switzerland
$35K – – –
TFIPS
391
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.9K – – –
ZB
392
Zions Bancorporation
Utah
$33K – – –
IWP
393
IAG Wealth Partners
Wisconsin
$30K +$23K +222 +331%
BFC
394
Bedel Financial Consulting
Indiana
$27K – – –
SFFS
395
Stonehage Fleming Financial Services
Jersey
$26K +$26K +255 New
SBL
396
Sargent Bickham Lagudis
Colorado
$22K – – –
FMII
397
Farmers & Merchants Investments Inc
Nebraska
$17K -$2.59K -25 -13%
ME
398
McIlrath & Eck
Washington
$16K – – –
CP
399
Corbenic Partners
Pennsylvania
$16K +$16K +152 New
LS
400
Leelyn Smith
Illinois
$15K – – –
14 15
16
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