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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.

New
Increased
Maintained
Reduced
Closed
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
Royal Bank of Canada
Ontario, Canada
$5.9B
2
OAC
OMERS Administration Corp
Ontario, Canada
$180M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.06B
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$631M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$526M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$502M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.02B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.48B
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$744M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
126
Azimuth Capital Management
Michigan
$6.74M +$55.3K +554 +0.8%
NEI
127
Northwest & Ethical Investments
Ontario, Canada
$6.47M +$28.5K +285 +0.4%
VRS
128
Virginia Retirement Systems
Virginia
$6.11M +$89.8K +900 +1%
ACM
129
AlphaCrest Capital Management
New York
$6.1M -$3.4M -34,119 -36%
M&T Bank
130
M&T Bank
New York
$5.84M +$12.9K +129 +0.2%
LPL Financial
131
LPL Financial
California
$5.56M +$106K +1,058 +2%
LCP
132
Legacy Capital Partners
Wisconsin
$5.54M +$9.47K +95 +0.2%
AllianceBernstein
133
AllianceBernstein
Tennessee
$5.46M -$58.2K -584 -1%
HT
134
HAP Trading
New York
$5.42M +$5.42M +54,352 New
CP
135
Cumberland Partners
Ontario, Canada
$5.38M +$374K +3,750 +7%
Stifel Financial
136
Stifel Financial
Missouri
$5.3M +$742K +7,440 +16%
N
137
Natixis
France
$5.16M -$272K -2,725 -5%
Twin Tree Management
138
Twin Tree Management
Texas
$5.14M +$5.14M +51,515 New
SFI
139
Susquehanna Fundamental Investments
Pennsylvania
$5.03M +$5.03M +50,343 New
SAM
140
Shell Asset Management
Netherlands
$4.63M -$590K -5,912 -11%
CGH
141
Crossmark Global Holdings
Texas
$4.38M +$74.4K +746 +2%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$4.29M +$237K +2,374 +6%
PAG
143
Private Advisor Group
New Jersey
$3.9M +$1.87M +18,710 +92%
RG
144
Rathbones Group
United Kingdom
$3.77M -$90.8K -910 -2%
American Century Companies
145
American Century Companies
Missouri
$3.69M +$201K +2,017 +6%
RE
146
RBC Europe
United Kingdom
$3.64M -$176K -1,762 -5%
Osaic Holdings
147
Osaic Holdings
Arizona
$3.55M -$95.1K -952 -3%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$3.54M +$33.7K +338 +1%
Ameriprise
149
Ameriprise
Minnesota
$3.47M +$89.4K +896 +3%
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
$3.42M -$46.9K -470 -1%
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6
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