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Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$985M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$438M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$203M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$199M
5
Bank of America
Bank of America
North Carolina
+$187M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$110M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$97.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$79M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$71.4M
5
Millennium Management
Millennium Management
New York
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIBU
251
Gulf International Bank (UK)
United Kingdom
$769K – – –
NL
252
NWAM LLC
Washington
$759K +$11.6K +98 +2%
CAM
253
Cresset Asset Management
Illinois
$741K +$23.6K +200 +3%
BB
254
Busey Bank
Illinois
$740K -$46.7K -396 -6%
TT
255
TI-Trust
Illinois
$731K – – –
NAS
256
Nicolet Advisory Services
Wisconsin
$723K -$12.9K -112 -2%
TWM
257
Tradition Wealth Management
Minnesota
$723K +$107K +904 +17%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$715K -$1.53K -13 -0.2%
BC
259
Burney Company
Virginia
$713K -$32.2K -273 -4%
N
260
Natixis
France
$706K -$6.76M -57,361 -91%
VPIM
261
Vanguard Personalized Indexing Management
California
$687K +$153K +1,295 +29%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$680K -$9.21K -78 -1%
VCS
263
Vaughan & Co Securities
New Jersey
$679K – – –
PG
264
Patten Group
Tennessee
$672K +$10.6K +90 +2%
ACA
265
Atlas Capital Advisors
Wyoming
$665K -$19.7K -167 -3%
QP
266
Quilter Plc
United Kingdom
$658K – – –
DADC
267
D.A. Davidson & Co
Montana
$652K – – –
DWT
268
Dorsey & Whitney Trust
South Dakota
$652K +$1.41K +12 +0.2%
PG
269
Pendal Group
Australia
$639K -$2.46M -20,847 -79%
DZ Bank
270
DZ Bank
Germany
$635K – – –
BCI
271
Brinker Capital Investments
Pennsylvania
$631K +$3.42K +29 +0.5%
BPC
272
Banque Pictet & Cie
Switzerland
$605K -$1.56M -13,274 -72%
DMIC
273
Dixon Mitchell Investment Counsel
British Columbia, Canada
$601K +$2.71K +23 +0.5%
Allspring Global Investments
274
Allspring Global Investments
North Carolina
$593K -$70.8K -600 -11%
WT
275
Whittier Trust
California
$557K +$376K +3,190 +208%
9 10
11
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