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Bank of Montreal
BMO

Overview Fund Activity

484 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 31 closing their positions.

Holders
484
Holders Change
+30
Holders Change %
+6.61%
% of All Funds
7.47%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.37%
New
69
Increased
145
Reduced
153
Closed
31
Calls
$361M
Puts
$803M
Net Calls
-$442M
Net Calls Change
-$159M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.39B
3
AC
3
Addenda Capital
Quebec, Canada
$62M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.28B
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$740M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$201M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.03B
4
Norges Bank
4
Norges Bank
Norway
$667M
5
IIM
5
Intact Investment Management
Quebec, Canada
$98.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
101
Burgundy Asset Management
Ontario, Canada
$15M 140,000 +10,000 +8%
DJSG
102
D.J. St. Germain
Massachusetts
$14.8M 137,029 -11,270 -8%
CS
103
Candriam SCA
Luxembourg
$14.7M 136,170 -51,556 -27%
Marshall Wace
104
Marshall Wace
United Kingdom
$14.2M 131,383 -245 -0.2%
PFP
105
Pinnacle Financial Partners
Tennessee
$13.2M 122,110 +823 +0.7%
AIM
106
Achmea Investment Management
Netherlands
$12.8M 119,077 +119,077 New
SO
107
STRS Ohio
Ohio
$12.6M 116,600 – –
Citigroup
108
Citigroup
New York
$12.5M 116,000 -17,085 -13%
Schroder Investment Management Group
109
Schroder Investment Management Group
United Kingdom
$10.5M 76,754 -6,329 -8%
AAIM
110
American Assets Investment Management
California
$10.3M 96,000 – –
KJHP
111
K.J. Harrison & Partners
Ontario, Canada
$9.95M 92,478 -1,949 -2%
EVM
112
Eaton Vance Management
Massachusetts
$9.87M 91,662 +145 +0.2%
APG Asset Management
113
APG Asset Management
Netherlands
$9.56M 100,875 +3,800 +4%
CAM
114
ClariVest Asset Management
California
$9.09M 84,286 -18,970 -18%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$8.94M 51,510 -11,261 -18%
IMCOOI
116
Investment Management Corp of Ontario (IMCO)
Canada
$8.92M 82,820 – –
CSS
117
Cubist Systematic Strategies
Connecticut
$8.61M 79,963 +59,153 +284%
PIC
118
PCJ Investment Counsel
Ontario, Canada
$8.6M 79,830 -12,680 -14%
RJA
119
Raymond James & Associates
Florida
$8.47M 78,525 -499 -0.6%
Wells Fargo
120
Wells Fargo
California
$8.44M 78,367 -119,172 -60%
Barclays
121
Barclays
United Kingdom
$8.39M 77,864 -56,654 -42%
Wellington Management Group
122
Wellington Management Group
Massachusetts
$7.9M 73,284 -17,103 -19%
SAM
123
Shell Asset Management
Netherlands
$7.59M 70,357 +24,014 +52%
WBC
124
Westpac Banking Corp
Australia
$7.26M 53,342 – –
NEI
125
Northwest & Ethical Investments
Ontario, Canada
$7.22M 67,056 +2,227 +3%
3 4
5
6 7