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Bank of Montreal
BMO

Overview Fund Activity

438 hedge funds and large institutions have $28.2B invested in Bank of Montreal in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 128 increasing their positions, 135 reducing their positions, and 28 closing their positions.

Holders
438
Holders Change
+34
Holders Change %
+8.42%
% of All Funds
7.65%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.47%
New
64
Increased
128
Reduced
135
Closed
28
Calls
$374M
Puts
$498M
Net Calls
-$124M
Net Calls Change
-$36.5M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.18B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$400M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.65B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$486M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.05B

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$827M
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$0
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$1.25B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.8B
5
Two Sigma Investments
5
Two Sigma Investments
New York
$98.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
51
Fidelity International
Bermuda
$68.6M +$2.25M +21,919 +3%
Morgan Stanley
52
Morgan Stanley
New York
$68.4M -$51.8M -505,492 -43%
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$67M -$1.02M -9,915 -1%
First Trust Advisors
54
First Trust Advisors
Illinois
$58.6M -$8.6M -83,846 -13%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$58.1M +$11.2M +109,077 +24%
Canada Life
56
Canada Life
Manitoba, Canada
$50.1M +$1.1M +10,687 +2%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$49.1M – – –
Allianz Asset Management
58
Allianz Asset Management
Germany
$48.5M +$28M +273,298 +137%
Northern Trust
59
Northern Trust
Illinois
$47.5M -$9.23M -89,981 -16%
Grantham, Mayo, Van Otterloo & Co (GMO)
60
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$40.5M +$35.9M +349,900 +778%
BlackRock
61
BlackRock
New York
$40.3M +$923K +9,000 +2%
ATN
62
AMF Tjänstepension
Sweden
$37.9M +$1.94M +18,863 +5%
MSC
63
MUFG Securities (Canada)
New York
$35.4M +$18K +175 +0.1%
TAM
64
Todd Asset Management
Kentucky
$35.3M -$5.12M -49,935 -13%
GCA
65
Guardian Capital Advisors
Ontario, Canada
$34.1M -$338K -3,290 -1%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$33.7M +$3.63M +35,427 +12%
Axa
67
Axa
France
$31.1M -$2.88M -28,105 -8%
PPA
68
Parametric Portfolio Associates
Washington
$30M +$2.31M +22,491 +8%
Korea Investment Corp
69
Korea Investment Corp
South Korea
$28M -$1.41M -13,700 -5%
QC
70
Quadrature Capital
United Kingdom
$27.6M +$27.6M +268,800 New
PAMU
71
Pictet Asset Management (UK)
United Kingdom
$26.3M -$1.57M -15,327 -6%
PAMP
72
Polar Asset Management Partners
Ontario, Canada
$25.8M +$25.8M +251,637 New
PG
73
Pendal Group
Australia
$25.4M +$13.4M +130,862 +112%
BCM
74
Barometer Capital Management
Ontario, Canada
$23.6M -$3.12M -24,780 -12%
IMPI
75
Ilmarinen Mutual Pension Insurance
Finland
$23M – – –
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