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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 %
OC
451
Oakworth Capital
Alabama
$12K +$12K +109 New
MSFP
452
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
MPWT
453
MassMutual Private Wealth & Trust
Connecticut
$11K +$4.95K +45 +82%
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$11K +$11K +105 New
RG
455
Retirement Group
California
$10K +$10K +95 New
EARNEST Partners
456
EARNEST Partners
Georgia
$9K – – –
MWC
457
MBM Wealth Consultants
Missouri
$9K – – –
BWM
458
BerganKDV Wealth Management
Minnesota
$8K +$8K +75 New
GI
459
Gradient Investments
Minnesota
$7K – – –
FHA
460
First Horizon Advisors
Tennessee
$7K – – –
HWA
461
HHM Wealth Advisors
Tennessee
$7K – – –
ED
462
Exane Derivatives
France
$6.97K – – –
RIM
463
Rockbridge Investment Management
New York
$6K – – –
JWA
464
JFS Wealth Advisors
Pennsylvania
$6K +$6K +56 New
EWA
465
EverSource Wealth Advisors
Alabama
$6K +$6K +63 New
MWM
466
Mascoma Wealth Management
New Hampshire
$5K – – –
VRM
467
Vectors Research Management
New York
$5K +$106 +1 +2%
HPC
468
HM Payson & Co
Maine
$5K +$5K +48 New
FP
469
Financial Perspectives
Minnesota
$4.52K +$4.52K +42 New
PPWM
470
PFG Private Wealth Management
Florida
$4K – – –
M
471
MOTCO
Texas
$4K – – –
SWM
472
Sugarloaf Wealth Management
Georgia
$4K – – –
TFO
473
Tarbox Family Office
California
$3K – – –
WPWM
474
Western Pacific Wealth Management
Illinois
$3K +$3K +32 New
BIA
475
Bell Investment Advisors
California
$2K -$2.44K -28 -55%
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