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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
Bank of Nova Scotia
Ontario, Canada
$1.18B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$400M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.65B
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$486M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.05B

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$827M
2
OAC
OMERS Administration Corp
Ontario, Canada
$0
3
CIBC World Market
CIBC World Market
Ontario, Canada
$1.25B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.8B
5
Two Sigma Investments
Two Sigma Investments
New York
$98.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
201
Millennium Management
New York
$1.04M -$9.15M -89,209 -90%
CSS
202
Cubist Systematic Strategies
Connecticut
$1.02M -$1.58M -15,359 -61%
CI
203
Cigna Investments
Connecticut
$1M -$3.8K -37 -0.4%
FC
204
FORA Capital
Florida
$961K +$961K +9,368 New
AWM
205
AE Wealth Management
Kansas
$960K +$64K +624 +7%
AAM
206
Advisors Asset Management
Colorado
$959K +$234K +2,278 +32%
JFGIW
207
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$957K – – –
CGA
208
Crescent Grove Advisors
Illinois
$955K -$120K -1,173 -11%
SP
209
Symmetry Partners
Connecticut
$947K – – –
BFS
210
Baskin Financial Services
Ontario, Canada
$945K -$32.8K -320 -3%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$919K -$95.1K -927 -9%
IIM
212
Ipswich Investment Management
Massachusetts
$903K – – –
KAS
213
Kestra Advisory Services
Texas
$883K +$167K +1,630 +23%
PA
214
Probity Advisors
Texas
$882K +$12.7K +124 +1%
BFG
215
Berger Financial Group
Minnesota
$861K -$37.2K -363 -4%
HI
216
Harbour Investments
Wisconsin
$854K -$15.1K -147 -2%
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$823K +$823K +8,028 New
OC
218
Oppenheimer & Co
New York
$773K -$101K -981 -12%
MCM
219
Marathon Capital Management
Maryland
$751K +$10.2K +100 +1%
SBH
220
Segall Bryant & Hamill
Illinois
$747K – – –
GIBU
221
Gulf International Bank (UK)
United Kingdom
$704K -$56.3K -550 -7%
FFN
222
Focus Financial Network
Minnesota
$699K -$1.23K -12 -0.2%
LOAMS
223
Lombard Odier Asset Management (Switzerland)
Switzerland
$695K -$5.72K -45 -0.8%
JAM
224
JCIC Asset Management
Ontario, Canada
$695K – – –
BAM
225
Blueshift Asset Management
New Jersey
$687K +$687K +6,703 New
7 8
9
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