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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$216M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$127M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$124M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$101M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$47.9M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$202M
2
Fidelity International
Fidelity International
Bermuda
-$141M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$94.7M
4
Bank of America
Bank of America
North Carolina
-$62.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$770K -$169K -1,902 -18%
IGWM
227
ICA Group Wealth Management
Colorado
$753K – – –
IIM
228
Ipswich Investment Management
Massachusetts
$740K – – –
PI
229
PEAK6 Investments
Illinois
$737K +$376K +4,215 +104%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$725K +$37.3K +419 +5%
SBH
231
Segall Bryant & Hamill
Illinois
$724K -$47.9K -538 -6%
VIA
232
Vident Investment Advisory
Georgia
$714K +$201K +2,252 +39%
BWP
233
Baldwin Wealth Partners
Massachusetts
$713K – – –
AIM
234
Achmea Investment Management
Netherlands
$712K -$3.54M -39,725 -83%
AAF
235
Andra AP-fonden
Sweden
$710K -$1.46M -12,100 -67%
S
236
SignatureFD
Georgia
$672K +$5.7K +64 +0.9%
PAMP
237
Polar Asset Management Partners
Ontario, Canada
$667K +$222K +2,500 +50%
FTDI
238
First Trust Direct Indexing
Massachusetts
$649K -$34.3K -385 -5%
BFG
239
Beacon Financial Group
Texas
$620K +$620K +6,942 New
Squarepoint
240
Squarepoint
New York
$618K +$618K +6,934 New
FFM
241
Forum Financial Management
Illinois
$608K -$267 -3 -0%
MM
242
MQS Management
New York
$603K +$603K +6,769 New
TT
243
TI-Trust
Illinois
$596K – – –
BFS
244
Baskin Financial Services
Ontario, Canada
$594K -$78.9K -887 -12%
SO
245
STRS Ohio
Ohio
$589K -$42.3K -476 -7%
GAM
246
Gotham Asset Management
New York
$580K +$580K +6,512 New
QCM
247
Quantinno Capital Management
New York
$574K +$574K +6,436 New
VPIM
248
Vanguard Personalized Indexing Management
California
$573K +$56.5K +634 +11%
KAS
249
Kestra Advisory Services
Texas
$559K -$109K -1,220 -16%
BC
250
Burney Company
Virginia
$558K +$88.2K +990 +19%
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