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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$426M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.12B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.75B
4
BGC
Beutel, Goodman & Co
Ontario, Canada
$394M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$733M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$584M
2
Goldman Sachs
Goldman Sachs
New York
$97.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$710M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Probity Advisors
Texas
$766K -$20.6K -235 -3%
API
227
Advisor Partners II
California
$766K +$766K +8,740 New
SBH
228
Segall Bryant & Hamill
Illinois
$762K +$6.41K +73 +0.8%
VIA
229
Vident Investment Advisory
Georgia
$760K +$40K +481 +6%
AWM
230
AE Wealth Management
Kansas
$736K -$54.9K -626 -7%
IIM
231
Ipswich Investment Management
Massachusetts
$728K -$18.1K -206 -2%
Walleye Capital
232
Walleye Capital
New York
$716K +$716K +8,175 New
FTDI
233
First Trust Direct Indexing
Massachusetts
$707K +$34.6K +395 +5%
PA
234
Pinnacle Associates
New York
$701K +$701K +8,000 New
VPIM
235
Vanguard Personalized Indexing Management
California
$645K +$9.64K +110 +2%
TSS
236
Two Sigma Securities
New York
$625K +$154K +1,755 +33%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$624K +$61.9K +707 +11%
OC
238
Oppenheimer & Co
New York
$616K -$8.76K -100 -1%
FFM
239
Forum Financial Management
Illinois
$598K – – –
TT
240
TI-Trust
Illinois
$586K +$12.3K +140 +2%
BFS
241
Baskin Financial Services
Ontario, Canada
$585K -$15.3K -175 -3%
QP
242
Quilter Plc
United Kingdom
$575K +$85.9K +982 +18%
S
243
SignatureFD
Georgia
$573K -$47.8K -545 -8%
NL
244
NWAM LLC
Washington
$569K -$8.59K -98 -1%
TWM
245
Tradition Wealth Management
Minnesota
$562K +$6.13K +70 +1%
VCS
246
Vaughan & Co Securities
New Jersey
$558K +$53.8K +614 +11%
BB
247
Busey Bank
Illinois
$550K – – –
IWA
248
Intercontinental Wealth Advisors
Texas
$542K +$542K +6,183 New
NAS
249
Nicolet Advisory Services
Wisconsin
$535K -$1.11K -13 -0.2%
JFGIW
250
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$533K -$305K -3,413 -36%
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