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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 %
Ensign Peak Advisors
151
Ensign Peak Advisors
Utah
$2.41M – – –
N
152
Natixis
France
$2.34M +$729K +8,176 +45%
WF
153
WoodTrust Financial
Wisconsin
$2.32M +$59.5K +667 +3%
American Century Companies
154
American Century Companies
Missouri
$2.28M +$525K +5,889 +30%
CSS
155
Cubist Systematic Strategies
Connecticut
$2.25M +$643K +7,213 +40%
RMC
156
Resources Management Corp
Connecticut
$2.22M -$19.2K -215 -0.9%
HighTower Advisors
157
HighTower Advisors
Illinois
$2.15M +$10.2K +114 +0.5%
T. Rowe Price Associates
158
T. Rowe Price Associates
Maryland
$2.07M – – –
Truist Financial
159
Truist Financial
North Carolina
$2.06M +$108K +1,215 +6%
NEI
160
Northwest & Ethical Investments
Ontario, Canada
$1.88M +$54.8K +615 +3%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$1.87M +$548K +6,149 +41%
UH
162
Unigestion Holding
Switzerland
$1.85M +$1.39M +15,623 +307%
MIM
163
Manitou Investment Management
Ontario, Canada
$1.82M -$585K -6,567 -24%
LSWM
164
Lorne Steinberg Wealth Management
Canada
$1.76M -$609K -6,836 -26%
PIC
165
Portland Investment Counsel
Ontario, Canada
$1.76M – – –
PAG
166
Private Advisor Group
New Jersey
$1.74M +$1.74M +19,528 New
CS
167
Candriam SCA
Luxembourg
$1.67M – – –
DCP
168
DSM Capital Partners
Florida
$1.62M +$131K +1,470 +9%
MME
169
Meag Munich Ergo
Germany
$1.55M +$1.55M +17,410 New
NP
170
NorthRock Partners
Minnesota
$1.55M -$980 -11 -0.1%
LM
171
Lincluden Management
Ontario, Canada
$1.55M -$281K -3,147 -15%
SBSB
172
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.53M +$130K +1,455 +9%
MFM
173
MD Financial Management
Ontario, Canada
$1.53M +$1.53M +17,177 New
RJFSA
174
Raymond James Financial Services Advisors
Florida
$1.52M +$43.1K +484 +3%
DR
175
Davis Rea
Ontario, Canada
$1.5M -$14.5K -163 -1%
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