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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.41B
2
OAC
OMERS Administration Corp
Ontario, Canada
$236M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.12B
4
MSE
MUFG Securities EMEA
United Kingdom
$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.24B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
2
Fidelity International
Fidelity International
Bermuda
$301M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.21B
4
AM
AGF Management
Ontario, Canada
$0
5
Morgan Stanley
Morgan Stanley
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
226
Achmea Investment Management
Netherlands
$791K +$68.3K +756 +9%
LA
227
LBP AM
France
$790K -$1.62M -17,871 -67%
BFG
228
Berger Financial Group
Minnesota
$786K -$7.13K -79 -0.9%
CGA
229
Crescent Grove Advisors
Illinois
$777K -$24.1K -267 -3%
IGWM
230
ICA Group Wealth Management
Colorado
$763K – – –
IIM
231
Ipswich Investment Management
Massachusetts
$750K – – –
EGM
232
Engineers Gate Manager
New York
$749K +$749K +8,295 New
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$747K -$33.2K -368 -4%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$745K -$42.9K -475 -5%
BWP
235
Baldwin Wealth Partners
Massachusetts
$722K – – –
SBH
236
Segall Bryant & Hamill
Illinois
$721K -$13.5K -150 -2%
VPIM
237
Vanguard Personalized Indexing Management
California
$691K +$111K +1,227 +19%
DCP
238
DSM Capital Partners
Florida
$690K -$6.71M -74,226 -91%
FCI
239
Financial Counselors Inc
Kansas
$684K -$104K -1,152 -13%
FTDI
240
First Trust Direct Indexing
Massachusetts
$662K +$5.06K +56 +0.8%
FFM
241
Forum Financial Management
Illinois
$662K +$45.2K +500 +7%
TSS
242
Two Sigma Securities
New York
$624K +$379K +4,192 +154%
BC
243
Bridgefront Capital
Texas
$618K +$618K +6,840 New
TT
244
TI-Trust
Illinois
$604K – – –
S
245
SignatureFD
Georgia
$602K -$79.8K -884 -12%
DA
246
Duality Advisers
Florida
$601K +$601K +6,659 New
UM
247
UniSuper Management
Australia
$598K +$598K +5,000 New
SO
248
STRS Ohio
Ohio
$598K – – –
BFS
249
Baskin Financial Services
Ontario, Canada
$593K -$9.02K -100 -1%
KAS
250
Kestra Advisory Services
Texas
$591K +$24K +266 +4%
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