BMO icon

Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$985M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$438M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$203M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$199M
5
Bank of America
Bank of America
North Carolina
+$187M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$110M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$97.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$79M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$71.4M
5
Millennium Management
Millennium Management
New York
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
226
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.16M +$62.2K +527 +6%
IGWM
227
ICA Group Wealth Management
Colorado
$1.13M +$1.13M +10,326 New
AWM
228
AE Wealth Management
Kansas
$1.1M -$8.73K -74 -0.8%
SP
229
Symmetry Partners
Connecticut
$1.09M – – –
RWM
230
Ritholtz Wealth Management
New York
$1.08M +$637K +5,402 +144%
CAN
231
Cetera Advisor Networks
California
$1.05M +$233K +1,976 +28%
BFG
232
Berger Financial Group
Minnesota
$1.05M -$4.95K -42 -0.5%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$1.04M -$7.67K -65 -0.7%
Prudential Financial
234
Prudential Financial
New Jersey
$1.03M -$335K -2,842 -25%
SBH
235
Segall Bryant & Hamill
Illinois
$1.03M +$48.7K +413 +5%
PA
236
Probity Advisors
Texas
$1.02M -$29.4K -249 -3%
PFS
237
Prospera Financial Services
Texas
$964K +$964K +8,175 New
IIM
238
Ipswich Investment Management
Massachusetts
$944K -$94.4K -800 -9%
BFS
239
Baskin Financial Services
Ontario, Canada
$930K – – –
FTDI
240
First Trust Direct Indexing
Massachusetts
$888K +$53.6K +454 +6%
CWM
241
Cordatus Wealth Management
Pennsylvania
$887K +$887K +7,522 New
VIA
242
Vident Investment Advisory
Georgia
$877K +$14.3K +122 +2%
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$877K +$25.8K +219 +3%
William Blair & Company
244
William Blair & Company
Illinois
$871K -$6.02K -51 -0.7%
KAS
245
Kestra Advisory Services
Texas
$860K -$104K -883 -11%
SNT
246
SIG North Trading
Pennsylvania
$856K +$856K +7,277 New
ATPW
247
Ashton Thomas Private Wealth
Arizona
$821K +$821K +6,961 New
CW
248
Connectus Wealth
Ohio
$814K -$65.8K -609 -7%
FFM
249
Forum Financial Management
Illinois
$805K – – –
S
250
SignatureFD
Georgia
$778K +$75.4K +639 +11%
8 9
10
11 12