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Bank of Montreal
BMO

Overview Fund Activity

404 hedge funds and large institutions have $24.6B invested in Bank of Montreal in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+5
Holders Change %
+1.25%
% of All Funds
7.11%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
49
Increased
162
Reduced
95
Closed
40
Calls
$407M
Puts
$495M
Net Calls
-$87.9M
Net Calls Change
-$213M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$988M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$938M
3
GC
Guardian Capital
Ontario, Canada
$436M
4
Two Sigma Investments
Two Sigma Investments
New York
$136M
5
Man Group
Man Group
United Kingdom
$104M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
$42.3M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$775M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$761M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$197M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
401
Cullen/Frost Bankers
Texas
$1K – – –
BWM
402
Baystate Wealth Management
Massachusetts
$1K +$91 +1 +10%
BBHC
403
Brown Brothers Harriman & Co
New York
$274 – – –
FGAM
404
Financial Gravity Asset Management
Texas
$33 – – –
SWM
405
Sugarloaf Wealth Management
Georgia
$3 – – –
BCPEMI
406
Bain Capital Public Equity Management II
Massachusetts
– -$55.8M -733,960 Closed
IMCOOI
407
Investment Management Corp of Ontario (IMCO)
Canada
– -$14.3M -188,057 Closed
EAM
408
Eagle Asset Management
Florida
– -$6.99M -91,930 Closed
Mitsubishi UFJ Trust & Banking
409
Mitsubishi UFJ Trust & Banking
Japan
– -$5.93M -78,132 Closed
BBVA
410
Banco Bilbao Vizcaya Argentaria
Spain
– -$2.11M -27,795 Closed
Twin Tree Management
411
Twin Tree Management
Texas
– -$1.95M -25,602 Closed
Qube Research & Technologies (QRT)
412
Qube Research & Technologies (QRT)
United Kingdom
– -$1.42M -18,666 Closed
QC
413
Quadrature Capital
United Kingdom
– -$1.33M -17,500 Closed
Voloridge Investment Management
414
Voloridge Investment Management
Florida
– -$1.29M -16,907 Closed
AIA
415
Avalon Investment & Advisory
Texas
– -$1.08M -14,223 Closed
PP
416
PDT Partners
New York
– -$806K -10,603 Closed
Janney Montgomery Scott
417
Janney Montgomery Scott
Pennsylvania
– -$793K -10,434 Closed
Cambridge Investment Research Advisors
418
Cambridge Investment Research Advisors
Iowa
– -$653K -8,591 Closed
QP
419
Quilter Plc
United Kingdom
– -$566K -7,446 Closed
X
420
Xponance
Pennsylvania
– -$509K -6,696 Closed
BAM
421
Blueshift Asset Management
New Jersey
– -$466K -6,135 Closed
HKAM
422
Horizon Kinetics Asset Management
New York
– -$461K -6,060 Closed
FI
423
FormulaFolio Investments
Michigan
– -$419K -5,517 Closed
Group One Trading
424
Group One Trading
Illinois
– -$400K -5,256 Closed
FWCM
425
Ferguson Wellman Capital Management
Oregon
– -$355K -4,670 Closed
14 15 16
17
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