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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
Mackenzie Financial
Ontario, Canada
$988M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$938M
3
GC
Guardian Capital
Ontario, Canada
$436M
4
Two Sigma Investments
Two Sigma Investments
New York
$136M
5
Man Group
Man Group
United Kingdom
$104M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
$42.3M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$775M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$761M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$197M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$4.93M +$184K +2,062 +4%
LCP
127
Legacy Capital Partners
Wisconsin
$4.92M -$306K -3,430 -6%
Jane Street
128
Jane Street
New York
$4.71M -$4.18M -46,859 -47%
CP
129
Cumberland Partners
Ontario, Canada
$4.63M +$1.5M +16,824 +48%
CGH
130
Crossmark Global Holdings
Texas
$4.38M -$433K -4,855 -9%
RE
131
RBC Europe
United Kingdom
$4.02M +$105K +1,183 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
132
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.01M +$1.62M +18,200 +68%
Stifel Financial
133
Stifel Financial
Missouri
$3.95M -$348K -3,911 -8%
Citadel Advisors
134
Citadel Advisors
Florida
$3.78M +$2.41M +27,073 +176%
RG
135
Rathbones Group
United Kingdom
$3.47M -$42.2K -474 -1%
Osaic Holdings
136
Osaic Holdings
Arizona
$3.41M +$236K +2,643 +7%
AAF
137
Andra AP-fonden
Sweden
$3.39M -$381K -3,400 -10%
Comerica Bank
138
Comerica Bank
Texas
$3.37M +$132K +1,415 +4%
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$3.3M +$849K +9,531 +35%
QT
140
Quantbot Technologies
New York
$3.21M +$615K +6,897 +24%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$3.17M +$73.5K +825 +2%
US Bancorp
142
US Bancorp
Minnesota
$3.07M +$8.92K +100 +0.3%
Ameriprise
143
Ameriprise
Minnesota
$3.05M +$4.37K +49 +0.1%
LSV Asset Management
144
LSV Asset Management
Illinois
$2.93M -$775K -8,700 -21%
SLA
145
Silver Lake Advisory
Utah
$2.93M -$21.7K -243 -0.7%
EVM
146
Eaton Vance Management
Massachusetts
$2.67M – – –
CQS
147
Credential Qtrade Securities
$2.48M +$398K +4,460 +19%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$2.46M +$580K +6,507 +31%
ACM
149
AlphaCrest Capital Management
New York
$2.44M +$154K +1,732 +7%
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
$2.43M -$27.8K -312 -1%
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