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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.

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
1
Royal Bank of Canada
Ontario, Canada
$5.9B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$180M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.06B
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$631M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$526M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$502M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$1.02B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.48B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$744M
Name Market Value Shares Shares
Change 		Shares
Change %
VPI
51
Value Partners Investments
Manitoba, Canada
$62.8M 632,963 -52,016 -8%
First Trust Advisors
52
First Trust Advisors
Illinois
$60.6M 607,528 +35,837 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
53
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$54.1M 541,900 +147,000 +37%
Canada Life
54
Canada Life
Manitoba, Canada
$48.9M 487,210 -1,452 -0.3%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$48.5M 485,513 -81,586 -14%
Allianz Asset Management
56
Allianz Asset Management
Germany
$47.9M 480,251 +7,480 +2%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$47.9M 480,110 +2,068 +0.4%
Millennium Management
58
Millennium Management
New York
$46M 460,438 +450,294 +4,439%
Skandinaviska Enskilda Banken (SEB)
59
Skandinaviska Enskilda Banken (SEB)
Sweden
$45.2M 452,748 +229,177 +103%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$44M 440,781 -320,440 -42%
BlackRock
61
BlackRock
New York
$39.2M 393,368 -42 -0%
BCIM
62
British Columbia Investment Management
British Columbia, Canada
$36.7M 368,506 -343,246 -48%
TAM
63
Todd Asset Management
Kentucky
$34.8M 348,912 +4,682 +1%
MSC
64
MUFG Securities (Canada)
New York
$34.6M 346,023 +1,501 +0.4%
GCA
65
Guardian Capital Advisors
Ontario, Canada
$33.6M 334,536 +2,698 +0.8%
ATN
66
AMF Tjänstepension
Sweden
$31.2M 312,910 -56,541 -15%
Northern Trust
67
Northern Trust
Illinois
$31M 310,516 -153,055 -33%
PPA
68
Parametric Portfolio Associates
Washington
$30.2M 302,534 +9,888 +3%
QC
69
Quadrature Capital
United Kingdom
$27.3M 275,800 +7,000 +3%
PAMS
70
Pictet Asset Management (Switzerland)
Switzerland
$25.3M 253,257 +253,257 New
BCM
71
Barometer Capital Management
Ontario, Canada
$23.3M 185,420 -1,650 -0.9%
IMPI
72
Ilmarinen Mutual Pension Insurance
Finland
$22.3M 224,304 – –
RAM
73
Rempart Asset Management
Canada
$22.1M 221,095 -2,255 -1%
Axa
74
Axa
France
$21.3M 213,196 -90,222 -30%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$20.6M 206,837 -121,462 -37%
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