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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 %
PPWM
451
PFG Private Wealth Management
Florida
$3K +$3K +34 New
EW
452
Evoke Wealth
California
$2K -$100 -1 -5%
TFO
453
Tarbox Family Office
California
$2K – – –
HFA
454
HC Financial Advisors
California
$2K – – –
BWM
455
Baystate Wealth Management
Massachusetts
$1K – – –
BBHC
456
Brown Brothers Harriman & Co
New York
$307 – – –
EDRH
457
Edmond de Rothschild Holding
Switzerland
– -$2.12M -20,620 Closed
CCM
458
CAAS Capital Management
New York
– -$1.41M -13,785 Closed
FC
459
FORA Capital
Florida
– -$961K -9,368 Closed
BAM
460
Blueshift Asset Management
New Jersey
– -$687K -6,703 Closed
PP
461
Paloma Partners
Connecticut
– -$615K -6,000 Closed
PWM
462
PRW Wealth Management
Massachusetts
– -$599K -5,844 Closed
BC
463
Bridgefront Capital
Texas
– -$590K -5,753 Closed
Verition Fund Management
464
Verition Fund Management
Connecticut
– -$575K -5,606 Closed
LOAMS
465
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$695K -5,467 Closed
BCM
466
Brookstone Capital Management
Illinois
– -$545K -5,386 Closed
CRC
467
Curi RMB Capital
Illinois
– -$483K -4,705 Closed
SAG
468
Spotlight Asset Group
Illinois
– -$410K -4,000 Closed
KOMWMG
469
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$363K -3,536 Closed
GAM
470
Griffin Asset Management
New York
– -$321K -3,131 Closed
TSS
471
Two Sigma Securities
New York
– -$317K -3,094 Closed
VI
472
Versor Investments
New York
– -$283K -2,757 Closed
QTM
473
qPULA Trading Management
New York
– -$277K -2,697 Closed
Susquehanna International Group
474
Susquehanna International Group
Pennsylvania
– -$265K -2,585 Closed
EI
475
Ethic Inc
New York
– -$214K -2,083 Closed
16 17 18
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