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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
1
Royal Bank of Canada
Ontario, Canada
$5.9B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$180M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.06B
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$631M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$526M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$502M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$1.02B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.48B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$744M
Name Holding Trade Value Shares
Change 		Shares
Change %
MME
151
Meag Munich Ergo
Germany
$3.33M +$430K +4,310 +15%
LSV Asset Management
152
LSV Asset Management
Illinois
$3.28M – – –
SLA
153
Silver Lake Advisory
Utah
$3.16M -$78.8K -790 -2%
AC
154
Addenda Capital
Quebec, Canada
$3.16M +$19.7K +156 +0.6%
Ensign Peak Advisors
155
Ensign Peak Advisors
Utah
$3.03M +$39.8K +400 +1%
PG
156
Pendal Group
Australia
$3.02M -$21.7M -217,881 -88%
CQS
157
Credential Qtrade Securities
$2.9M +$5.59K +56 +0.2%
US Bancorp
158
US Bancorp
Minnesota
$2.81M +$336K +3,371 +14%
CG
159
Cutler Group
California
$2.73M +$2.73M +27,398 New
Wolverine Trading
160
Wolverine Trading
Illinois
$2.71M +$2.71M +27,009 New
MF
161
Magnetar Financial
Illinois
$2.63M +$2.63M +26,364 New
WF
162
WoodTrust Financial
Wisconsin
$2.58M – – –
HighTower Advisors
163
HighTower Advisors
Illinois
$2.52M +$61.7K +619 +3%
BCM
164
Bridgeway Capital Management
Texas
$2.51M +$2.51M +25,200 New
RMC
165
Resources Management Corp
Connecticut
$2.51M -$29.9K -300 -1%
Squarepoint
166
Squarepoint
New York
$2.43M +$1.33M +13,298 +120%
T. Rowe Price Associates
167
T. Rowe Price Associates
Maryland
$2.34M +$4.89K +49 +0.2%
Assenagon Asset Management
168
Assenagon Asset Management
Luxembourg
$2.33M +$933K +9,349 +67%
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$2.29M -$54.2K -544 -2%
Truist Financial
170
Truist Financial
North Carolina
$2.17M -$77.4K -776 -3%
Walleye Trading
171
Walleye Trading
New York
$2.13M +$2.13M +21,376 New
CSS
172
Cubist Systematic Strategies
Connecticut
$2.08M +$1.09M +10,906 +110%
MIM
173
Manitou Investment Management
Ontario, Canada
$2.04M – – –
PIC
174
Portland Investment Counsel
Ontario, Canada
$1.97M – – –
SWP
175
Stratos Wealth Partners
Ohio
$1.92M +$391K +3,923 +26%
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7
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