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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 %
SGI
201
Summit Global Investments
Utah
$1.18M +$654K +6,559 +124%
Prudential Financial
202
Prudential Financial
New Jersey
$1.18M +$699K +7,001 +147%
PP
203
Pegasus Partners
Wisconsin
$1.16M – – –
TYCC
204
Texas Yale Capital Corp
Florida
$1.16M – – –
FAB
205
First American Bank
Illinois
$1.15M – – –
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$1.12M -$16.2M -162,857 -94%
Creative Planning
207
Creative Planning
Kansas
$1.08M -$2.22M -22,274 -67%
NSAM
208
North Star Asset Management
Wisconsin
$1.08M +$57.9K +581 +6%
AAM
209
Advisors Asset Management
Colorado
$1.06M +$131K +1,315 +14%
FCI
210
Financial Counselors Inc
Kansas
$1.06M – – –
ST
211
Smithfield Trust
Pennsylvania
$1.03M – – –
State Street
212
State Street
Massachusetts
$1.01M – – –
AP
213
Advisor Partners
California
$1.01M -$15.2K -152 -1%
NAM
214
NorthCoast Asset Management
Connecticut
$1.01M +$1.01M +10,102 New
GWM
215
Geneos Wealth Management
Colorado
$1.01M -$71.6K -711 -7%
CI
216
Cigna Investments
Connecticut
$964K -$9.49K -95 -1%
SP
217
Symmetry Partners
Connecticut
$956K +$8.51K +83 +0.9%
PAMP
218
Polar Asset Management Partners
Ontario, Canada
$941K -$24.2M -242,200 -96%
JFGIW
219
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$925K -$5.99K -60 -0.6%
AWM
220
AE Wealth Management
Kansas
$918K -$14.7K -147 -2%
CGA
221
Crescent Grove Advisors
Illinois
$914K -$14.6K -146 -2%
PA
222
Probity Advisors
Texas
$883K +$25.4K +255 +3%
IIM
223
Ipswich Investment Management
Massachusetts
$878K – – –
HI
224
Harbour Investments
Wisconsin
$875K +$43.9K +440 +5%
BFS
225
Baskin Financial Services
Ontario, Canada
$864K -$55.3K -555 -6%
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