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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 %
OC
201
Oppenheimer & Co
New York
$1.31M +$495K +4,595 +61%
TYCC
202
Texas Yale Capital Corp
Florida
$1.26M – – –
Prudential Financial
203
Prudential Financial
New Jersey
$1.25M -$22.1K -205 -2%
FAB
204
First American Bank
Illinois
$1.25M – – –
Creative Planning
205
Creative Planning
Kansas
$1.24M +$69.6K +646 +6%
CGA
206
Crescent Grove Advisors
Illinois
$1.18M +$193K +1,787 +20%
Comerica Bank
207
Comerica Bank
Texas
$1.16M -$77K -673 -6%
NSAM
208
North Star Asset Management
Wisconsin
$1.14M -$32.7K -304 -3%
FCI
209
Financial Counselors Inc
Kansas
$1.12M -$21.5K -200 -2%
AP
210
Advisor Partners
California
$1.11M +$18.5K +172 +2%
ST
211
Smithfield Trust
Pennsylvania
$1.11M – – –
State Street
212
State Street
Massachusetts
$1.09M – – –
YCM
213
Yousif Capital Management
Michigan
$1.08M +$1.08M +10,027 New
AFM
214
Anson Funds Management
Texas
$1.08M +$1.08M +10,000 New
GWM
215
Geneos Wealth Management
Colorado
$1.06M -$13.1K -122 -1%
CG
216
Cutler Group
California
$1.05M -$1.9M -17,679 -65%
CI
217
Cigna Investments
Connecticut
$1.03M -$13.4K -124 -1%
AWM
218
AE Wealth Management
Kansas
$1.01M +$20.6K +191 +2%
JFGIW
219
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$999K – – –
SP
220
Symmetry Partners
Connecticut
$987K -$9.3K -87 -0.9%
BFG
221
Berger Financial Group
Minnesota
$963K +$63.7K +591 +7%
PA
222
Probity Advisors
Texas
$961K +$7.54K +70 +0.8%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$958K +$38.8K +360 +4%
IIM
224
Ipswich Investment Management
Massachusetts
$948K – – –
TI
225
Trexquant Investment
Connecticut
$937K +$148K +1,376 +19%
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