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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$426M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.12B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.75B
4
BGC
Beutel, Goodman & Co
Ontario, Canada
$394M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$733M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$584M
2
Goldman Sachs
Goldman Sachs
New York
$97.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$710M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIBU
251
Gulf International Bank (UK)
United Kingdom
$531K -$41.1K -470 -7%
CAM
252
Cresset Asset Management
Illinois
$521K -$878 -10 -0.2%
BCM
253
Bayesian Capital Management
New York
$521K +$521K +5,943 New
BC
254
Burney Company
Virginia
$509K +$10.9K +124 +2%
MFS
255
Mirabella Financial Services
United Kingdom
$505K +$505K +5,696 New
DA
256
Duality Advisers
Florida
$499K +$499K +5,690 New
DWT
257
Dorsey & Whitney Trust
South Dakota
$496K +$12.1K +138 +2%
DADC
258
D.A. Davidson & Co
Montana
$492K +$3.54K +40 +0.7%
LOAMU
259
Lombard Odier Asset Management (USA)
New York
$477K +$477K +5,446 New
BCI
260
Brinker Capital Investments
Pennsylvania
$475K -$1.75K -20 -0.4%
DZ Bank
261
DZ Bank
Germany
$473K – – –
Renaissance Technologies
262
Renaissance Technologies
New York
$464K -$15.2M -173,800 -97%
LOAMS
263
Lombard Odier Asset Management (Switzerland)
Switzerland
$461K -$339K -2,042 -42%
PG
264
Patten Group
Tennessee
$446K -$42.9K -500 -9%
HI
265
Harbour Investments
Wisconsin
$442K – – –
OPPTF
266
OPSEU Pension Plan Trust Fund
Ontario, Canada
$441K -$26.4K -297 -6%
ZIM
267
Zacks Investment Management
Illinois
$439K +$439K +5,013 New
ONB
268
Old National Bancorp
Indiana
$436K +$54.4K +620 +14%
VT
269
Vise Technologies
New York
$426K +$26K +297 +7%
Prudential Financial
270
Prudential Financial
New Jersey
$418K -$4.73K -54 -1%
Wolverine Trading
271
Wolverine Trading
Illinois
$415K +$19.9K +225 +5%
WT
272
Whittier Trust
California
$414K +$88 +1 +0%
EFS
273
Essex Financial Services
Connecticut
$410K -$379K -4,325 -48%
UC
274
Unio Capital
New Jersey
$407K – – –
GT
275
Glenmede Trust
Pennsylvania
$406K +$6.64K +76 +2%
9 10
11
12 13