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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
$206M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.39B
3
AC
Addenda Capital
Quebec, Canada
$62M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.28B
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$740M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$201M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.03B
4
Norges Bank
Norges Bank
Norway
$667M
5
IIM
Intact Investment Management
Quebec, Canada
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOCAA
376
Knights of Columbus Asset Advisors
Connecticut
$192K -$16.9K -157 -8%
BFEC
377
Benjamin F. Edwards & Company
Missouri
$192K – – –
Bessemer Group
378
Bessemer Group
New Jersey
$174K – – –
HNB
379
Huntington National Bank
Ohio
$174K +$61.3K +568 +54%
WT
380
Whittier Trust
California
$165K +$97K +901 +143%
WB
381
Webster Bank
Connecticut
$151K – – –
SPIA
382
Steward Partners Investment Advisory
New York
$150K – – –
JWM
383
Janiczek Wealth Management
Colorado
$144K -$539 -5 -0.4%
AF
384
Allworth Financial
California
$140K – – –
TCOV
385
Trust Company of Vermont
Vermont
$135K +$135K +1,255 New
JEST
386
JTC Employer Solutions Trustee
Jersey
$124K – – –
SWA
387
Sutton Wealth Advisors
Florida
$118K – – –
SSB
388
Sandy Spring Bank
Maryland
$112K – – –
GLLW
389
Graves Light Lenhart Wealth
Virginia
$108K – – –
WT
390
Washington Trust
Rhode Island
$108K – – –
JFA
391
JNBA Financial Advisors
Minnesota
$108K – – –
IHWM
392
Iron Horse Wealth Management
Iowa
$106K – – –
CIM
393
Contravisory Investment Management
Massachusetts
$104K +$104K +968 New
BBPWM
394
Blue Bell Private Wealth Management
Pennsylvania
$103K +$103K +960 New
HI
395
Hudock Inc
Pennsylvania
$97K +$322 +3 +0.3%
PP
396
Pacifica Partners
Canada
$87K -$2.94K -26 -3%
BCA
397
Bray Capital Advisors
Florida
$86K – – –
CPA
398
Cowen Prime Advisors
New York
$81K – – –
AAP
399
Arax Advisory Partners
Colorado
$80K +$10.2K +95 +15%
FCT
400
First Community Trust
Iowa
$76.2K +$76.2K +707 New
14 15
16
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