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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 %
Barclays
101
Barclays
United Kingdom
$13.4M 134,518 +8,649 +7%
SSA
102
Schonfeld Strategic Advisors
New York
$13.4M 133,900 -7,800 -6%
Citigroup
103
Citigroup
New York
$13.3M 133,085 +5,364 +4%
NIPH
104
NN Investment Partners Holdings
Netherlands
$13.2M 131,869 +4,246 +3%
Marshall Wace
105
Marshall Wace
United Kingdom
$13.1M 131,628 +2,592 +2%
BAM
106
Burgundy Asset Management
Ontario, Canada
$13M 130,000 – –
PFP
107
Pinnacle Financial Partners
Tennessee
$12.1M 121,287 +8,728 +8%
SO
108
STRS Ohio
Ohio
$11.6M 116,600 – –
Schroder Investment Management Group
109
Schroder Investment Management Group
United Kingdom
$10.5M 83,083 -7,382 -8%
CAM
110
ClariVest Asset Management
California
$10.3M 103,256 +103,256 New
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$10.1M 62,771 -10,475 -14%
AAIM
112
American Assets Investment Management
California
$9.57M 96,000 – –
KJHP
113
K.J. Harrison & Partners
Ontario, Canada
$9.43M 94,427 +739 +0.8%
PIC
114
PCJ Investment Counsel
Ontario, Canada
$9.23M 92,510 -19,390 -17%
Two Sigma Advisers
115
Two Sigma Advisers
New York
$9.04M 90,619 +90,619 New
Wellington Management Group
116
Wellington Management Group
Massachusetts
$9.02M 90,387 +39,971 +79%
EVM
117
Eaton Vance Management
Massachusetts
$8.8M 91,517 +94 +0.1%
APG Asset Management
118
APG Asset Management
Netherlands
$8.36M 97,075 -83,500 -46%
HAG
119
HighPoint Advisor Group
Illinois
$8.31M 83,290 +95 +0.1%
IMCOOI
120
Investment Management Corp of Ontario (IMCO)
Canada
$8.26M 82,820 – –
MWNA
121
Marshall Wace North America
New York
$8.23M 82,420 +6,170 +8%
RJA
122
Raymond James & Associates
Florida
$7.88M 79,024 -1,278 -2%
CAM
123
Claret Asset Management
Quebec, Canada
$7.64M 76,619 +2,122 +3%
Capital Fund Management (CFM)
124
Capital Fund Management (CFM)
France
$7.57M 75,940 -14,001 -16%
WBC
125
Westpac Banking Corp
Australia
$6.75M 53,342 -5,632 -10%
3 4
5
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