BMO icon

Bank of Montreal
BMO

Overview Fund Activity

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.17B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$844M
3
Goldman Sachs
3
Goldman Sachs
New York
$287M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$146M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$5.01M
4
GC
4
Guardian Capital
Ontario, Canada
$258M
5
IIM
5
Intact Investment Management
Quebec, Canada
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
251
Busey Bank
Illinois
$603K – – –
FRM
252
Fox Run Management
Connecticut
$603K +$603K +6,265 New
CAM
253
Cresset Asset Management
Illinois
$572K -$32.2K -335 -5%
PG
254
Patten Group
Tennessee
$555K – – –
VCS
255
Vaughan & Co Securities
New Jersey
$553K – – –
GIBU
256
Gulf International Bank (UK)
United Kingdom
$548K – – –
BC
257
Burney Company
Virginia
$547K -$34.6K -359 -6%
GTCM
258
Gyon Technologies Capital Management
New Jersey
$540K +$540K +5,618 New
QP
259
Quilter Plc
United Kingdom
$538K – – –
DWT
260
Dorsey & Whitney Trust
South Dakota
$531K -$1.15K -12 -0.2%
DADC
261
D.A. Davidson & Co
Montana
$531K +$96 +1 +0%
BCI
262
Brinker Capital Investments
Pennsylvania
$523K +$8.46K +88 +2%
DZ Bank
263
DZ Bank
Germany
$519K – – –
TSS
264
Two Sigma Securities
New York
$517K +$517K +5,373 New
AAF
265
Andra AP-fonden
Sweden
$507K +$507K +4,100 New
OPPTF
266
OPSEU Pension Plan Trust Fund
Ontario, Canada
$498K +$498K +5,257 New
Allspring Global Investments
267
Allspring Global Investments
North Carolina
$483K – – –
Prudential Financial
268
Prudential Financial
New Jersey
$465K -$376K -3,900 -45%
LOAMS
269
Lombard Odier Asset Management (Switzerland)
Switzerland
$459K +$459K +4,819 New
WT
270
Whittier Trust
California
$454K +$192 +2 +0%
FBFS
271
First Business Financial Services
Wisconsin
$446K – – –
UC
272
Unio Capital
New Jersey
$446K +$446K +4,640 New
ACM
273
Avalon Capital Management
California
$442K – – –
HI
274
Harbour Investments
Wisconsin
$442K +$442K +4,595 New
GT
275
Glenmede Trust
Pennsylvania
$439K -$13.7K -143 -3%
9 10
11
12 13