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Bank of Montreal
BMO

Overview Fund Activity

454 hedge funds and large institutions have $27.6B invested in Bank of Montreal in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 158 increasing their positions, 125 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+16
Holders Change %
+3.65%
% of All Funds
7.97%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.44%
New
50
Increased
158
Reduced
125
Closed
30
Calls
$342M
Puts
$625M
Net Calls
-$283M
Net Calls Change
-$159M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.9B
2
OAC
OMERS Administration Corp
Ontario, Canada
$180M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.06B
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$631M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$526M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$502M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.02B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.48B
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$744M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
426
Tradewinds Capital Management
Washington
$12K – – –
GRP
427
Global Retirement Partners
California
$12K – – –
FPS
428
Fieldpoint Private Securities
Connecticut
$12K +$12K +122 New
AssetMark Inc
429
AssetMark Inc
California
$11K – – –
MA
430
MCF Advisors
Kentucky
$11K – – –
MSFP
431
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
FA
432
Financial Avengers
California
$10K – – –
MWC
433
MBM Wealth Consultants
Missouri
$9K – – –
MG
434
MilWealth Group
Wisconsin
$8.58K – – –
EARNEST Partners
435
EARNEST Partners
Georgia
$8K – – –
TAIM
436
TD Ameritrade Investment Management
Nebraska
$8K +$8K +139 New
GI
437
Gradient Investments
Minnesota
$7K – – –
ED
438
Exane Derivatives
France
$6.45K – – –
RCA
439
Ranch Capital Advisors
Florida
$6K – – –
CFD
440
Creative Financial Designs
Indiana
$6K – – –
FHA
441
First Horizon Advisors
Tennessee
$6K – – –
HWA
442
HHM Wealth Advisors
Tennessee
$6K – – –
BCA
443
Berman Capital Advisors
Georgia
$5K -$7K -77 -58%
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
VRM
445
Vectors Research Management
New York
$5K – – –
MWM
446
Mascoma Wealth Management
New Hampshire
$5K +$5K +50 New
BIA
447
Bell Investment Advisors
California
$5K +$5K +51 New
RIM
448
Rockbridge Investment Management
New York
$5K +$5K +52 New
M
449
MOTCO
Texas
$4K – – –
SWM
450
Sugarloaf Wealth Management
Georgia
$3K – – –
16 17
18
19 20