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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 %
BAM
101
Burgundy Asset Management
Ontario, Canada
$11.6M – – –
PG
102
Pendal Group
Australia
$10.5M -$11.6M -129,973 -53%
Schroder Investment Management Group
103
Schroder Investment Management Group
United Kingdom
$10.3M +$2.35M +21,017 +29%
NIPH
104
NN Investment Partners Holdings
Netherlands
$10.3M +$675K +7,572 +7%
PIC
105
PCJ Investment Counsel
Ontario, Canada
$9.91M +$1.93M +21,700 +24%
PFP
106
Pinnacle Financial Partners
Tennessee
$9.88M +$776K +8,705 +9%
KJHP
107
K.J. Harrison & Partners
Ontario, Canada
$9.87M +$561K +6,302 +6%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$9.59M +$9.59M +107,500 New
Wells Fargo
109
Wells Fargo
California
$9.52M -$403K -4,518 -4%
Millennium Management
110
Millennium Management
New York
$8.85M +$8.85M +99,353 New
Capital Fund Management (CFM)
111
Capital Fund Management (CFM)
France
$8.66M +$7.36M +82,616 +566%
AAIM
112
American Assets Investment Management
California
$8.56M – – –
SSA
113
Schonfeld Strategic Advisors
New York
$8.53M +$8.53M +95,700 New
HAG
114
HighPoint Advisor Group
Illinois
$7.63M +$1.19K +13 +0%
Barclays
115
Barclays
United Kingdom
$6.97M +$5.25M +58,935 +306%
RJA
116
Raymond James & Associates
Florida
$6.81M -$1.05M -11,777 -13%
CAM
117
Claret Asset Management
Quebec, Canada
$6.61M +$316K +3,540 +5%
WBC
118
Westpac Banking Corp
Australia
$6.61M +$693K +6,189 +12%
SAM
119
Shell Asset Management
Netherlands
$6.27M +$365K +4,100 +6%
GWM
120
Geneos Wealth Management
Colorado
$6.04M -$566 -6 -0%
AllianceBernstein
121
AllianceBernstein
Tennessee
$5.98M -$3.12M -35,059 -34%
SO
122
STRS Ohio
Ohio
$5.94M +$2.67M +30,000 +82%
ACM
123
Azimuth Capital Management
Michigan
$5.76M +$202K +2,270 +4%
VRS
124
Virginia Retirement Systems
Virginia
$5.37M +$1.05M +11,800 +24%
M&T Bank
125
M&T Bank
New York
$5.16M -$142K -1,589 -3%
3 4
5
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