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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 %
PI
401
PineBridge Investments
New York
$75K -$29.6K -219 -28%
TVWM
402
Tower View Wealth Management
Wisconsin
$75K – – –
LM
403
Lincluden Management
Ontario, Canada
$71K – – –
SOW
404
State of Wyoming
Wyoming
$69K -$75.4K -702 -52%
CFB
405
Cullen/Frost Bankers
Texas
$66K – – –
NIM
406
NuWave Investment Management
New Jersey
$66K +$21.8K +201 +49%
CA
407
Crewe Advisors
Utah
$66K +$66K +615 New
PGAM
408
Princeton Global Asset Management
New Jersey
$65K – – –
APA
409
American Portfolios Advisors
New York
$64.1K – – –
MGIM
410
M&G Investment Management
United Kingdom
$60.6K -$1.44K -13,359 -2%
SWM
411
Spire Wealth Management
Virginia
$58K – – –
DSC
412
Duncker Streett & Co
Missouri
$57K – – –
KPCM
413
Kings Point Capital Management
New York
$56K – – –
BAM
414
Barrett Asset Management
New York
$54K – – –
CAL
415
Capital Analysts LLC
Pennsylvania
$47K +$216 +2 +0.5%
OA
416
Operose Advisors
Wisconsin
$46K +$46K +426 New
SFFS
417
Stonehage Fleming Financial Services
Jersey
$42K +$14.7K +138 +54%
CTC
418
Central Trust Company
Missouri
$41K -$6.82K -64 -14%
WAS
419
Winch Advisory Services
Wisconsin
$38K – – –
CLOS
420
Compagnie Lombard Odier SCmA
Switzerland
$37K – – –
ZB
421
Zions Bancorporation
Utah
$34K – – –
ETC
422
Exchange Traded Concepts
Oklahoma
$34K +$218 +2 +0.6%
BCV
423
Banque Cantonale Vaudoise
Switzerland
$32K -$64K -600 -67%
RFA
424
Reilly Financial Advisors
California
$32K -$22.7K -213 -42%
IWP
425
IAG Wealth Partners
Wisconsin
$31K – – –
15 16
17
18 19