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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 %
HFA
476
HC Financial Advisors
California
$2K – – –
EW
477
Evoke Wealth
California
$2K +$95 +1 +5%
BWM
478
Baystate Wealth Management
Massachusetts
$1K – – –
CA
479
CoreCap Advisors
Michigan
$1K +$1K +12 New
CFA
480
Carroll Financial Associates
North Carolina
$1K +$1K +12 New
BBHC
481
Brown Brothers Harriman & Co
New York
$332 – – –
CP
482
Castleview Partners
Texas
$100 +$100 +10,772 New
FGAM
483
Financial Gravity Asset Management
Texas
$40 +$40 +108 New
QC
484
Quadrature Capital
United Kingdom
– -$27.3M -275,800 Closed
ACI
485
AMP Capital Investors
Australia
– -$17.9M -179,047 Closed
CAM
486
Claret Asset Management
Quebec, Canada
– -$7.64M -76,619 Closed
Twin Tree Management
487
Twin Tree Management
Texas
– -$5.14M -51,515 Closed
MME
488
Meag Munich Ergo
Germany
– -$3.33M -33,380 Closed
Wolverine Trading
489
Wolverine Trading
Illinois
– -$2.71M -27,009 Closed
DS
490
DRW Securities
Illinois
– -$1.86M -18,600 Closed
PAMP
491
Polar Asset Management Partners
Ontario, Canada
– -$941K -9,437 Closed
BDF
492
Balasa Dinverno & Foltz
– -$833K -8,353 Closed
FRM
493
Fox Run Management
Connecticut
– -$396K -3,972 Closed
VF
494
Virtu Financial
New York
– -$372K -3,726 Closed
BSW
495
Buckingham Strategic Wealth
Missouri
– -$366K -3,674 Closed
GL
496
Graypoint LLC
New York
– -$335K -3,363 Closed
ALAM
497
Asahi Life Asset Management
Japan
– -$230K -2,300 Closed
MWM
498
Mission Wealth Management
California
– -$229K -2,300 Closed
ATPW
499
Ashton Thomas Private Wealth
Arizona
– -$207K -2,079 Closed
IP
500
Isthmus Partners
Wisconsin
– -$200K -2,007 Closed
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