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Bank of Montreal
BMO

Overview Fund Activity

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.17B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$844M
3
Goldman Sachs
3
Goldman Sachs
New York
$287M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$146M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$5.01M
4
GC
4
Guardian Capital
Ontario, Canada
$258M
5
IIM
5
Intact Investment Management
Quebec, Canada
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Probity Advisors
Texas
$863K +$28.8K +299 +3%
BFG
227
Berger Financial Group
Minnesota
$858K +$2.79K +29 +0.3%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$838K -$11.1K -115 -1%
Cambridge Investment Research Advisors
229
Cambridge Investment Research Advisors
Iowa
$835K +$120K +1,250 +17%
VIA
230
Vident Investment Advisory
Georgia
$831K +$114K +1,189 +16%
SBH
231
Segall Bryant & Hamill
Illinois
$826K -$8.45K -88 -1%
IIM
232
Ipswich Investment Management
Massachusetts
$818K +$48.8K +508 +6%
FC
233
FORA Capital
Florida
$791K +$791K +8,225 New
BNP Paribas Financial Markets
234
BNP Paribas Financial Markets
France
$789K -$364K -3,784 -32%
MCM
235
Marathon Capital Management
Maryland
$743K +$743K +7,725 New
FTDI
236
First Trust Direct Indexing
Massachusetts
$738K +$14.1K +147 +2%
CCIA
237
Campbell & Co Investment Adviser
Maryland
$735K +$417K +4,338 +131%
William Blair & Company
238
William Blair & Company
Illinois
$700K -$10K -104 -1%
VPIM
239
Vanguard Personalized Indexing Management
California
$697K +$137K +1,425 +24%
OC
240
Oppenheimer & Co
New York
$686K -$320K -3,328 -32%
S
241
SignatureFD
Georgia
$681K +$46.8K +486 +7%
Verition Fund Management
242
Verition Fund Management
Connecticut
$663K +$663K +6,889 New
BFS
243
Baskin Financial Services
Ontario, Canada
$659K -$99.9K -1,040 -13%
FFM
244
Forum Financial Management
Illinois
$657K – – –
TT
245
TI-Trust
Illinois
$630K +$33.8K +352 +6%
NL
246
NWAM LLC
Washington
$625K +$15K +158 +2%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$618K +$34.5K +358 +6%
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$615K +$60.9K +633 +11%
NAS
249
Nicolet Advisory Services
Wisconsin
$611K +$292 +3 +0%
TWM
250
Tradition Wealth Management
Minnesota
$610K +$20.8K +216 +4%
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