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Bank of Montreal
BMO

Overview Fund Activity

404 hedge funds and large institutions have $24.6B invested in Bank of Montreal in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+5
Holders Change %
+1.25%
% of All Funds
7.11%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
49
Increased
162
Reduced
95
Closed
40
Calls
$407M
Puts
$495M
Net Calls
-$87.9M
Net Calls Change
-$213M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$988M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$938M
3
GC
Guardian Capital
Ontario, Canada
$436M
4
Two Sigma Investments
Two Sigma Investments
New York
$136M
5
Man Group
Man Group
United Kingdom
$104M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
$42.3M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$775M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$761M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$197M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
201
Cigna Investments
Connecticut
$872K -$9.09K -102 -1%
BFS
202
Baskin Financial Services
Ontario, Canada
$851K -$47.6K -534 -5%
JFGIW
203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$832K -$46.5K -522 -5%
SP
204
Symmetry Partners
Connecticut
$824K +$824K +9,242 New
IIM
205
Ipswich Investment Management
Massachusetts
$784K – – –
BFG
206
Berger Financial Group
Minnesota
$780K -$71.9K -807 -8%
AWM
207
AE Wealth Management
Kansas
$778K +$183K +2,049 +31%
OC
208
Oppenheimer & Co
New York
$759K +$45.7K +513 +6%
HI
209
Harbour Investments
Wisconsin
$756K +$756K +8,477 New
PA
210
Probity Advisors
Texas
$755K +$755K +8,471 New
TRCT
211
Tower Research Capital (TRC)
New York
$732K +$236K +2,658 +48%
UIM
212
USS Investment Management
United Kingdom
$731K – – –
Wellington Management Group
213
Wellington Management Group
Massachusetts
$718K -$398K -4,465 -36%
VCS
214
Vaughan & Co Securities
New Jersey
$668K -$14.7K -165 -2%
GIBU
215
Gulf International Bank (UK)
United Kingdom
$661K -$79.7K -895 -11%
SBH
216
Segall Bryant & Hamill
Illinois
$649K – – –
MCM
217
Marathon Capital Management
Maryland
$644K +$63.9K +717 +11%
AAM
218
Advisors Asset Management
Colorado
$631K +$36.6K +410 +6%
KAS
219
Kestra Advisory Services
Texas
$622K -$165K -1,851 -21%
LOAMS
220
Lombard Odier Asset Management (Switzerland)
Switzerland
$617K +$617K +5,512 New
FFN
221
Focus Financial Network
Minnesota
$609K +$207K +2,328 +52%
Creative Planning
222
Creative Planning
Kansas
$598K +$41.6K +467 +7%
NL
223
NWAM LLC
Washington
$571K – – –
NAS
224
Nicolet Advisory Services
Wisconsin
$557K +$131K +1,465 +31%
BB
225
Busey Bank
Illinois
$554K -$74K -831 -12%
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