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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 %
DCP
176
DSM Capital Partners
Florida
$1.67M -$191K -1,870 -10%
LNWWM
177
Laird Norton Wetherby Wealth Management
California
$1.65M +$51.1K +498 +3%
AAF
178
Andra AP-fonden
Sweden
$1.64M -$2.21M -17,400 -57%
MML Investors Services
179
MML Investors Services
Massachusetts
$1.59M -$106K -1,033 -6%
H
180
Hexavest
Quebec, Canada
$1.58M +$147K +1,433 +10%
SWP
181
Stratos Wealth Partners
Ohio
$1.57M +$1.57M +15,297 New
NGA
182
Naples Global Advisors
Florida
$1.54M -$12.8K -125 -0.8%
DR
183
Davis Rea
Ontario, Canada
$1.53M -$191K -1,866 -11%
CFMC
184
Curbstone Financial Management Corp
New Hampshire
$1.49M -$30.8K -300 -2%
Assenagon Asset Management
185
Assenagon Asset Management
Luxembourg
$1.44M -$76.2K -743 -5%
CCM
186
CAAS Capital Management
New York
$1.41M +$1.41M +13,785 New
PI
187
PEAK6 Investments
Illinois
$1.32M +$1.32M +12,818 New
VanEck Associates
188
VanEck Associates
New York
$1.3M -$106K -1,039 -8%
PP
189
Pegasus Partners
Wisconsin
$1.2M – – –
TYCC
190
Texas Yale Capital Corp
Florida
$1.2M – – –
FAB
191
First American Bank
Illinois
$1.19M – – –
Voloridge Investment Management
192
Voloridge Investment Management
Florida
$1.19M +$1.19M +11,552 New
BDF
193
Balasa Dinverno & Foltz
$1.15M – – –
Squarepoint
194
Squarepoint
New York
$1.14M +$662K +6,459 +139%
GWM
195
Geneos Wealth Management
Colorado
$1.1M -$5.51M -53,382 -83%
FCI
196
Financial Counselors Inc
Kansas
$1.09M -$13.7K -134 -1%
NSAM
197
North Star Asset Management
Wisconsin
$1.05M -$11.9K -116 -1%
ST
198
Smithfield Trust
Pennsylvania
$1.05M – – –
AP
199
Advisor Partners
California
$1.05M +$205 +2 +0%
State Street
200
State Street
Massachusetts
$1.04M – – –
6 7
8
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