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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 %
FWM
401
Focused Wealth Management
New York
$15K – – –
LS
402
Leelyn Smith
Illinois
$15K – – –
GWS
403
Glassman Wealth Services
Virginia
$15K +$405 +4 +3%
GRP
404
Global Retirement Partners
California
$13K – – –
TCM
405
Tradewinds Capital Management
Washington
$13K – – –
FMP
406
Financial Management Professionals
Texas
$13K – – –
BCA
407
Berman Capital Advisors
Georgia
$13K +$98 +1 +0.8%
AssetMark Inc
408
AssetMark Inc
California
$12K – – –
GWSG
409
GPS Wealth Strategies Group
Colorado
$12K – – –
MA
410
MCF Advisors
Kentucky
$11K +$11K +110 New
Optiver Holding
411
Optiver Holding
Netherlands
$11K +$11K +112 New
FA
412
Financial Avengers
California
$10K -$5K -50 -33%
MSFP
413
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
CP
414
Castleview Partners
Texas
$10K +$10K +100 New
KJHP
415
K.J. Harrison & Partners
Ontario, Canada
$9.61K -$1.75K -17,073 -15%
MWC
416
MBM Wealth Consultants
Missouri
$9K – – –
MG
417
MilWealth Group
Wisconsin
$8.82K – – –
EARNEST Partners
418
EARNEST Partners
Georgia
$8K – – –
GI
419
Gradient Investments
Minnesota
$7K – – –
HWA
420
HHM Wealth Advisors
Tennessee
$7K – – –
FHA
421
First Horizon Advisors
Tennessee
$7K +$800 +8 +13%
ED
422
Exane Derivatives
France
$6.65K +$6.65K +65 New
CFD
423
Creative Financial Designs
Indiana
$6K – – –
RCA
424
Ranch Capital Advisors
Florida
$6K – – –
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$6K +$6K +55 New
15 16
17
18 19