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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 %
HF
426
HRT Financial
New York
– -$330K -4,347 Closed
AC
427
Athanor Capital
New York
– -$303K -3,985 Closed
Wolverine Trading
428
Wolverine Trading
Illinois
– -$290K -3,825 Closed
SMC
429
Smith, Moore & Co
Missouri
– -$240K -3,157 Closed
SS
430
Simplicity Solutions
Minnesota
– -$214K -2,816 Closed
CG
431
Caprock Group
Idaho
– -$208K -2,730 Closed
PFO
432
Pathstone Family Office
New Jersey
– -$158K -2,075 Closed
ASN
433
Advisory Services Network
Georgia
– -$75K -990 Closed
FC
434
FORA Capital
Florida
– -$66K -869 Closed
CG
435
Cutler Group
California
– -$45K -600 Closed
PWM
436
Perigon Wealth Management
California
– -$41K -543 Closed
TPWA
437
TRUE Private Wealth Advisors
Oregon
– -$17K -233 Closed
PWPS
438
Pinnacle Wealth Planning Services
Ohio
– -$6K -82 Closed
TCWA
439
Ten Capital Wealth Advisors
Washington
– -$6K -77 Closed
ED
440
Exane Derivatives
France
– -$4.94K -65 Closed
LWA
441
Lenox Wealth Advisors
New York
– -$3K -35 Closed
BAM
442
Barrett Asset Management
New York
– -$2K -25 Closed
HIA
443
Harbor Investment Advisory
Maryland
– -$1K -17 Closed
CWA
444
Clearview Wealth Advisors
Oregon
– -$1K -17 Closed
PCG
445
Private Capital Group
Connecticut
– -$1K -9 Closed
CAM
446
CenterStar Asset Management
Illinois
– -$28K – –
14 15 16 17
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