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

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$502M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.02B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.48B
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$744M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
376
JNBA Financial Advisors
Minnesota
$100K – – –
WT
377
Washington Trust
Rhode Island
$100K – – –
IHWM
378
Iron Horse Wealth Management
Iowa
$98K -$20K -200 -17%
PI
379
PineBridge Investments
New York
$98K +$98K +773 New
BCV
380
Banque Cantonale Vaudoise
Switzerland
$90K – – –
HI
381
Hudock Inc
Pennsylvania
$90K +$299 +3 +0.3%
KIG
382
Kowal Investment Group
Wisconsin
$87K +$87K +869 New
PP
383
Pacifica Partners
Canada
$81K – – –
BCA
384
Bray Capital Advisors
Florida
$80K – – –
CPA
385
Cowen Prime Advisors
New York
$75K – – –
TVWM
386
Tower View Wealth Management
Wisconsin
$70K +$70K +700 New
LM
387
Lincluden Management
Ontario, Canada
$66K -$1.66M -16,674 -96%
AAP
388
Arax Advisory Partners
Colorado
$65K +$2.91K +29 +5%
WT
389
Whittier Trust
California
$63K +$22.6K +226 +56%
CFB
390
Cullen/Frost Bankers
Texas
$61K +$59.8K +600 +5,000%
PGAM
391
Princeton Global Asset Management
New Jersey
$60K – – –
APA
392
American Portfolios Advisors
New York
$59.3K – – –
MGIM
393
M&G Investment Management
United Kingdom
$57.3K -$5.52K -55,529 -9%
SWM
394
Spire Wealth Management
Virginia
$54K – – –
KPCM
395
Kings Point Capital Management
New York
$52K – – –
DSC
396
Duncker Streett & Co
Missouri
$52K +$52K +526 New
RFA
397
Reilly Financial Advisors
California
$51K – – –
BAM
398
Barrett Asset Management
New York
$50K – – –
CTC
399
Central Trust Company
Missouri
$45K +$2.51K +25 +6%
CAL
400
Capital Analysts LLC
Pennsylvania
$43K +$199 +2 +0.5%
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