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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 Market Value Shares Shares
Change 		Shares
Change %
Marshall Wace
101
Marshall Wace
United Kingdom
$13.2M 129,036 -299,290 -70%
Citigroup
102
Citigroup
New York
$13.1M 127,721 -33,051 -21%
NIPH
103
NN Investment Partners Holdings
Netherlands
$13.1M 127,623 +11,697 +10%
Barclays
104
Barclays
United Kingdom
$12.9M 125,869 +47,678 +61%
SO
105
STRS Ohio
Ohio
$12M 116,600 +50,000 +75%
PFP
106
Pinnacle Financial Partners
Tennessee
$11.5M 112,559 +1,709 +2%
PWA
107
Pinnacle Wealth Advisors
Tennessee
$11.5M 112,559 +112,559 New
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$11.5M 90,465 -1,880 -2%
PIC
109
PCJ Investment Counsel
Ontario, Canada
$11.5M 111,900 +740 +0.7%
Citadel Advisors
110
Citadel Advisors
Florida
$10.3M 100,065 +57,601 +136%
AAIM
111
American Assets Investment Management
California
$9.85M 96,000 – –
Jane Street
112
Jane Street
New York
$9.84M 95,957 +43,114 +82%
ACM
113
AlphaCrest Capital Management
New York
$9.78M 95,317 +67,911 +248%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$9.47M 92,400 -15,100 -14%
EVM
115
Eaton Vance Management
Massachusetts
$9.38M 91,423 +61,516 +206%
Capital Fund Management (CFM)
116
Capital Fund Management (CFM)
France
$9.22M 89,941 -7,271 -7%
HAG
117
HighPoint Advisor Group
Illinois
$8.53M 83,195 -1 -0%
IMCOOI
118
Investment Management Corp of Ontario (IMCO)
Canada
$8.49M 82,820 +82,820 New
RJA
119
Raymond James & Associates
Florida
$8.23M 80,302 +3,991 +5%
MWNA
120
Marshall Wace North America
New York
$7.82M 76,250 -195,230 -72%
CAM
121
Claret Asset Management
Quebec, Canada
$7.63M 74,497 +367 +0.5%
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$7.51M 73,246 +73,246 New
ACM
123
Azimuth Capital Management
Michigan
$6.88M 67,059 +2,480 +4%
NEI
124
Northwest & Ethical Investments
Ontario, Canada
$6.62M 64,544 +43,460 +206%
VRS
125
Virginia Retirement Systems
Virginia
$6.19M 60,300 – –
3 4
5
6 7