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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WBC
126
Westpac Banking Corp
Australia
$6.05M – – –
M&T Bank
127
M&T Bank
New York
$5.99M +$57.4K +560 +1%
LCP
128
Legacy Capital Partners
Wisconsin
$5.69M +$35.9K +350 +0.6%
AllianceBernstein
129
AllianceBernstein
Tennessee
$5.67M -$1.21M -11,771 -18%
LPL Financial
130
LPL Financial
California
$5.6M -$68.5K -668 -1%
N
131
Natixis
France
$5.58M +$2.89M +28,180 +108%
SAM
132
Shell Asset Management
Netherlands
$5.36M -$1.86M -18,144 -26%
Wellington Management Group
133
Wellington Management Group
Massachusetts
$5.17M +$4.35M +42,354 +525%
CP
134
Cumberland Partners
Ontario, Canada
$5.14M -$185K -1,804 -3%
Stifel Financial
135
Stifel Financial
Missouri
$4.69M +$144K +1,405 +3%
Acadian Asset Management
136
Acadian Asset Management
Massachusetts
$4.46M -$30.7M -299,145 -87%
CGH
137
Crossmark Global Holdings
Texas
$4.43M -$609K -5,943 -12%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$4.16M +$2.53M +24,665 +155%
RG
139
Rathbones Group
United Kingdom
$3.97M -$19.5K -190 -0.5%
RE
140
RBC Europe
United Kingdom
$3.93M -$700K -6,822 -15%
Osaic Holdings
141
Osaic Holdings
Arizona
$3.74M -$175K -1,702 -4%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$3.6M -$40.1K -391 -1%
Comerica Bank
143
Comerica Bank
Texas
$3.58M – – –
American Century Companies
144
American Century Companies
Missouri
$3.58M +$959K +9,352 +37%
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$3.57M -$234K -2,280 -6%
Ameriprise
146
Ameriprise
Minnesota
$3.48M -$26.5K -258 -0.8%
Creative Planning
147
Creative Planning
Kansas
$3.4M +$2.71M +26,412 +393%
LSV Asset Management
148
LSV Asset Management
Illinois
$3.37M – – –
SLA
149
Silver Lake Advisory
Utah
$3.22M -$36.4K -367 -1%
AC
150
Addenda Capital
Quebec, Canada
$3.15M +$1.47M +11,602 +88%
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6
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