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Bank of Montreal
BMO

Overview Fund Activity

404 hedge funds and large institutions have $24.6B invested in Bank of Montreal in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+5
Holders Change %
+1.25%
% of All Funds
7.11%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
49
Increased
162
Reduced
95
Closed
40
Calls
$407M
Puts
$495M
Net Calls
-$87.9M
Net Calls Change
-$213M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$988M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$938M
3
GC
3
Guardian Capital
Ontario, Canada
$436M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$136M
5
Man Group
5
Man Group
United Kingdom
$104M

Top Sellers

1
Canada Life
1
Canada Life
Manitoba, Canada
$42.3M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$775M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$761M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$197M
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$58.4M -$5.11M -57,299 -8%
Fidelity International
52
Fidelity International
Bermuda
$57.7M -$9.93M -111,439 -15%
Deutsche Bank
53
Deutsche Bank
Germany
$56.9M +$4.07M +45,654 +8%
AAMU
54
Amundi Asset Management US
Massachusetts
$56.3M +$5.58M +62,666 +11%
Northern Trust
55
Northern Trust
Illinois
$49.3M +$672K +7,543 +1%
State of Tennessee, Department of Treasury
56
State of Tennessee, Department of Treasury
Tennessee
$42.6M – – –
BCIM
57
British Columbia Investment Management
British Columbia, Canada
$42.5M -$60.5M -678,843 -59%
Canada Life
58
Canada Life
Manitoba, Canada
$42.3M -$503M -5,686,910 -92%
MSE
59
MUFG Securities EMEA
United Kingdom
$41.3M +$41.3M +462,900 New
HSBC Holdings
60
HSBC Holdings
United Kingdom
$40.9M +$26.5M +296,508 +184%
Marshall Wace
61
Marshall Wace
United Kingdom
$38.2M +$6.46M +72,474 +20%
GCA
62
Guardian Capital Advisors
Ontario, Canada
$38M +$2.72K +24 +0%
TAM
63
Todd Asset Management
Kentucky
$35.1M +$7.25M +81,395 +26%
BlackRock
64
BlackRock
New York
$34.3M +$34.2M +384,261 +257,893%
ATN
65
AMF Tjänstepension
Sweden
$31.3M +$4.62M +51,846 +17%
MSC
66
MUFG Securities (Canada)
New York
$30.7M +$16.7K +187 +0.1%
Acadian Asset Management
67
Acadian Asset Management
Massachusetts
$30.5M +$7.09M +79,600 +30%
Axa
68
Axa
France
$29.5M +$5.88M +66,000 +25%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$27.1M +$26.7M +299,552 +7,032%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$26.1M +$24.8M +277,809 +1,844%
Korea Investment Corp
71
Korea Investment Corp
South Korea
$25.5M +$5.86M +65,700 +30%
PAMU
72
Pictet Asset Management (UK)
United Kingdom
$24.2M -$455K -5,100 -2%
MWNA
73
Marshall Wace North America
New York
$24.2M +$13.7M +153,512 +130%
PPA
74
Parametric Portfolio Associates
Washington
$24.1M +$243K +2,730 +1%
BCM
75
Barometer Capital Management
Ontario, Canada
$23.5M +$1.83M +16,445 +8%
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