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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 %
UH
176
Unigestion Holding
Switzerland
$1.89M -$1.1M -11,036 -37%
ABC
177
Associated Banc-Corp
Wisconsin
$1.86M -$157K -1,570 -8%
DS
178
DRW Securities
Illinois
$1.86M +$1.86M +18,600 New
LSWM
179
Lorne Steinberg Wealth Management
Canada
$1.75M -$222K -2,240 -11%
NP
180
NorthRock Partners
Minnesota
$1.74M +$2.1K +21 +0.1%
Natixis Advisors
181
Natixis Advisors
Massachusetts
$1.69M -$130K -1,299 -7%
LNWWM
182
Laird Norton Wetherby Wealth Management
California
$1.65M +$42.2K +423 +3%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$1.65M +$15.5K +155 +0.9%
NIM
184
Nexus Investment Management
Ontario, Canada
$1.64M – – –
DCP
185
DSM Capital Partners
Florida
$1.62M – – –
TC
186
Tacita Capital
Ontario, Canada
$1.61M -$194K -1,961 -11%
MML Investors Services
187
MML Investors Services
Massachusetts
$1.55M +$4.89K +49 +0.3%
H
188
Hexavest
Quebec, Canada
$1.54M – – –
RJFSA
189
Raymond James Financial Services Advisors
Florida
$1.52M -$174K -1,741 -10%
Vontobel Holding
190
Vontobel Holding
Switzerland
$1.5M +$1.25M +12,515 +491%
EFS
191
Essex Financial Services
Connecticut
$1.49M -$591K -5,923 -28%
NGA
192
Naples Global Advisors
Florida
$1.49M -$9.97K -100 -0.7%
CFMC
193
Curbstone Financial Management Corp
New Hampshire
$1.47M +$20.9K +210 +1%
DR
194
Davis Rea
Ontario, Canada
$1.45M -$34.9K -352 -2%
Voloridge Investment Management
195
Voloridge Investment Management
Florida
$1.42M +$265K +2,654 +23%
VanEck Associates
196
VanEck Associates
New York
$1.4M +$130K +1,308 +10%
QT
197
Quantbot Technologies
New York
$1.29M +$1.29M +12,969 New
EP
198
Edgestream Partners
New Jersey
$1.21M +$1.21M +12,102 New
AAF
199
Andra AP-fonden
Sweden
$1.2M -$430K -3,400 -26%
Comerica Bank
200
Comerica Bank
Texas
$1.18M -$2.79M -25,462 -70%
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