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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 %
UH
151
Unigestion Holding
Switzerland
$3.06M +$944K +9,245 +45%
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$3M +$260K +2,600 +9%
MME
153
Meag Munich Ergo
Germany
$2.98M +$1.2M +11,660 +67%
CQS
154
Credential Qtrade Securities
$2.97M +$115K +1,126 +4%
WF
155
WoodTrust Financial
Wisconsin
$2.65M -$15.4K -150 -0.6%
RMC
156
Resources Management Corp
Connecticut
$2.61M +$56.4K +550 +2%
US Bancorp
157
US Bancorp
Minnesota
$2.54M -$997K -9,725 -28%
HighTower Advisors
158
HighTower Advisors
Illinois
$2.54M +$64.7K +631 +3%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$2.42M -$415K -4,051 -15%
T. Rowe Price Associates
160
T. Rowe Price Associates
Maryland
$2.4M +$20.4K +199 +0.9%
Truist Financial
161
Truist Financial
North Carolina
$2.32M -$54K -526 -2%
EFS
162
Essex Financial Services
Connecticut
$2.14M +$2.14M +20,863 New
EDRH
163
Edmond de Rothschild Holding
Switzerland
$2.12M +$1.97M +19,200 +1,352%
PAG
164
Private Advisor Group
New Jersey
$2.09M +$90.6K +883 +5%
MIM
165
Manitou Investment Management
Ontario, Canada
$2.09M – – –
ABC
166
Associated Banc-Corp
Wisconsin
$2.07M +$1.27M +12,384 +159%
LSWM
167
Lorne Steinberg Wealth Management
Canada
$2.04M +$15.9K +155 +0.8%
PIC
168
Portland Investment Counsel
Ontario, Canada
$2.02M – – –
Natixis Advisors
169
Natixis Advisors
Massachusetts
$1.87M +$274K +2,675 +17%
TC
170
Tacita Capital
Ontario, Canada
$1.87M +$683K +6,670 +58%
NP
171
NorthRock Partners
Minnesota
$1.78M -$1.85K -18 -0.1%
LM
172
Lincluden Management
Ontario, Canada
$1.78M -$2.87K -28 -0.2%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$1.74M -$7.38K -72 -0.4%
NIM
174
Nexus Investment Management
Ontario, Canada
$1.69M – – –
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$1.68M -$475K -4,629 -22%
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7
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