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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 %
VWM
426
Venturi Wealth Management
Texas
$6K +$6K +60 New
VRM
427
Vectors Research Management
New York
$5K +$5K +46 New
FP
428
Financial Perspectives
Minnesota
$4.31K -$380K -3,701 -99%
M
429
MOTCO
Texas
$4K – – –
TFO
430
Tarbox Family Office
California
$3K – – –
SWM
431
Sugarloaf Wealth Management
Georgia
$3K – – –
PWP
432
Personal Wealth Partners
Minnesota
$3K +$3K +33 New
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
EW
434
Evoke Wealth
California
$2K +$95 +1 +5%
HFA
435
HC Financial Advisors
California
$2K +$2K +20 New
CFB
436
Cullen/Frost Bankers
Texas
$1K – – –
BWM
437
Baystate Wealth Management
Massachusetts
$1K – – –
FFG
438
Ford Financial Group
California
$1K +$1K +13 New
BBHC
439
Brown Brothers Harriman & Co
New York
$316 – – –
OAC
440
OMERS Administration Corp
Ontario, Canada
– -$189M -2,116,033 Closed
MSE
441
MUFG Securities EMEA
United Kingdom
– -$41.3M -462,900 Closed
Renaissance Technologies
442
Renaissance Technologies
New York
– -$22.2M -248,895 Closed
Two Sigma Advisers
443
Two Sigma Advisers
New York
– -$16.7M -187,319 Closed
QT
444
Quantbot Technologies
New York
– -$3.21M -36,042 Closed
Balyasny Asset Management
445
Balyasny Asset Management
Illinois
– -$2.43M -27,252 Closed
MFM
446
MD Financial Management
Ontario, Canada
– -$1.53M -17,177 Closed
QSS
447
Quantitative Systematic Strategies
Florida
– -$926K -10,389 Closed
UIM
448
USS Investment Management
United Kingdom
– -$731K -8,200 Closed
VCS
449
Vaughan & Co Securities
New Jersey
– -$668K -7,499 Closed
C
450
Certuity
Florida
– -$406K -4,552 Closed
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