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Bank of Montreal
BMO

Overview Fund Activity

484 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+30
Holders Change %
+6.61%
% of All Funds
7.47%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.37%
New
69
Increased
145
Reduced
153
Closed
31
Calls
$361M
Puts
$803M
Net Calls
-$442M
Net Calls Change
-$159M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$206M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.39B
3
AC
Addenda Capital
Quebec, Canada
$62M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.28B
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$740M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$201M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.03B
4
Norges Bank
Norges Bank
Norway
$667M
5
IIM
Intact Investment Management
Quebec, Canada
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
176
Truist Financial
North Carolina
$2.16M -$192K -1,784 -8%
SSA
177
Schonfeld Strategic Advisors
New York
$2.11M -$12.3M -114,300 -85%
MF
178
Magnetar Financial
Illinois
$2.06M -$778K -7,228 -27%
ABC
179
Associated Banc-Corp
Wisconsin
$2.01M – – –
BPC
180
Banque Pictet & Cie
Switzerland
$1.99M +$1.99M +18,415 New
UH
181
Unigestion Holding
Switzerland
$1.98M -$58.6K -544 -3%
Squarepoint
182
Squarepoint
New York
$1.96M -$663K -6,152 -25%
Vontobel Holding
183
Vontobel Holding
Switzerland
$1.93M +$301K +2,789 +19%
LSWM
184
Lorne Steinberg Wealth Management
Canada
$1.85M -$44.6K -415 -2%
LNWWM
185
Laird Norton Wetherby Wealth Management
California
$1.82M +$36.3K +337 +2%
NIM
186
Nexus Investment Management
Ontario, Canada
$1.78M – – –
NP
187
NorthRock Partners
Minnesota
$1.78M -$95.8K -889 -5%
RE
188
RBC Europe
United Kingdom
$1.77M -$2.16M -20,057 -55%
MML Investors Services
189
MML Investors Services
Massachusetts
$1.77M +$97.2K +902 +6%
RJFSA
190
Raymond James Financial Services Advisors
Florida
$1.69M +$52.1K +483 +3%
TC
191
Tacita Capital
Ontario, Canada
$1.67M -$81.2K -755 -5%
PWP
192
Perfromance Wealth Partners
Illinois
$1.63M +$1.63M +15,100 New
BBA
193
Baader Bank Aktiengesellschaft
Germany
$1.62M +$1.62M +15,000 New
NGA
194
Naples Global Advisors
Florida
$1.6M -$8.62K -80 -0.5%
CFMC
195
Curbstone Financial Management Corp
New Hampshire
$1.57M -$19K -176 -1%
EFS
196
Essex Financial Services
Connecticut
$1.56M -$44.9K -417 -3%
DR
197
Davis Rea
Ontario, Canada
$1.45M -$127K -1,177 -8%
SGI
198
Summit Global Investments
Utah
$1.37M +$95.8K +889 +8%
AAM
199
Advisors Asset Management
Colorado
$1.33M +$178K +1,656 +16%
PP
200
Pegasus Partners
Wisconsin
$1.31M +$51.9K +482 +4%
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