BMO icon

Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
2
American Century Companies
Missouri
$8.17M
3
Franklin Resources
3
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
5
Bank of America
North Carolina
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
226
ICA Group Wealth Management
Colorado
$766K -$154K -1,696 -17%
Corient Private Wealth
227
Corient Private Wealth
Florida
$763K +$763K +8,427 New
IIM
228
Ipswich Investment Management
Massachusetts
$752K – – –
Twin Tree Management
229
Twin Tree Management
Texas
$751K -$760K -8,384 -50%
AWM
230
AE Wealth Management
Kansas
$749K -$11.7K -129 -2%
BWP
231
Baldwin Wealth Partners
Massachusetts
$725K -$326K -3,600 -31%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$699K +$53.2K +587 +8%
FTDI
233
First Trust Direct Indexing
Massachusetts
$694K -$36.6K -404 -5%
BFS
234
Baskin Financial Services
Ontario, Canada
$684K +$79K +873 +13%
KAS
235
Kestra Advisory Services
Texas
$679K -$218K -2,402 -24%
S
236
SignatureFD
Georgia
$678K +$86K +949 +15%
SO
237
STRS Ohio
Ohio
$642K -$9.9M -109,500 -94%
LOAMS
238
Lombard Odier Asset Management (Switzerland)
Switzerland
$633K +$293K +2,385 +86%
FFM
239
Forum Financial Management
Illinois
$619K +$272 +3 +0%
TT
240
TI-Trust
Illinois
$606K – – –
NL
241
NWAM LLC
Washington
$591K +$2.63K +29 +0.4%
PP
242
Prudential plc
United Kingdom
$575K +$575K +6,344 New
BB
243
Busey Bank
Illinois
$568K – – –
TWM
244
Tradition Wealth Management
Minnesota
$567K -$13.6K -150 -2%
IWA
245
Intercontinental Wealth Advisors
Texas
$563K +$3.26K +36 +0.6%
VCS
246
Vaughan & Co Securities
New Jersey
$562K -$15.5K -171 -3%
GIBU
247
Gulf International Bank (UK)
United Kingdom
$558K +$9.04K +100 +2%
OC
248
Oppenheimer & Co
New York
$548K -$89.2K -985 -14%
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$541K – – –
QP
250
Quilter Plc
United Kingdom
$536K -$58.9K -650 -10%
8 9
10
11 12