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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.

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

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$201M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.03B
4
Norges Bank
Norges Bank
Norway
$667M
5
IIM
Intact Investment Management
Quebec, Canada
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
126
Azimuth Capital Management
Michigan
$7.22M -$65.9K -612 -0.9%
Capital Fund Management (CFM)
127
Capital Fund Management (CFM)
France
$6.88M -$1.3M -12,109 -16%
N
128
Natixis
France
$6.83M +$1.26M +11,691 +23%
Hudson Bay Capital Management
129
Hudson Bay Capital Management
Connecticut
$6.46M +$6.46M +60,000 New
LPL Financial
130
LPL Financial
California
$6.42M +$420K +3,897 +7%
M&T Bank
131
M&T Bank
New York
$6.36M +$58.7K +545 +0.9%
CP
132
Cumberland Partners
Ontario, Canada
$6.29M +$478K +4,435 +8%
LCP
133
Legacy Capital Partners
Wisconsin
$6.05M +$57.6K +535 +1%
AllianceBernstein
134
AllianceBernstein
Tennessee
$5.98M +$89K +826 +2%
Walleye Trading
135
Walleye Trading
New York
$5.96M +$3.66M +33,984 +159%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$5.78M +$1.15M +10,694 +25%
Stifel Financial
137
Stifel Financial
Missouri
$5.6M -$128K -1,184 -2%
WCA
138
Waratah Capital Advisors
Ontario, Canada
$5.24M +$5.24M +48,686 New
CGH
139
Crossmark Global Holdings
Texas
$4.87M +$139K +1,294 +3%
Ameriprise
140
Ameriprise
Minnesota
$4.76M +$1.13M +10,893 +31%
HT
141
HAP Trading
New York
$4.62M -$1.24M -11,511 -21%
EP
142
Edgestream Partners
New Jersey
$4.44M +$3.13M +29,074 +240%
DCP
143
DSM Capital Partners
Florida
$4.34M +$2.59M +24,031 +148%
American Century Companies
144
American Century Companies
Missouri
$4.23M +$257K +2,384 +6%
RG
145
Rathbones Group
United Kingdom
$3.93M -$150K -1,393 -4%
QT
146
Quantbot Technologies
New York
$3.92M +$2.52M +23,436 +181%
Osaic Holdings
147
Osaic Holdings
Arizona
$3.78M -$48.9K -453 -1%
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$3.66M -$12.7M -117,514 -78%
LSV Asset Management
149
LSV Asset Management
Illinois
$3.54M – – –
Baird Financial Group
150
Baird Financial Group
Wisconsin
$3.53M -$294K -2,731 -8%
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