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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
American Century Companies
Missouri
$8.17M
3
Franklin Resources
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
Bank of America
North Carolina
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
251
Horizon Investments
North Carolina
$533K +$533K +5,942 New
VPIM
252
Vanguard Personalized Indexing Management
California
$525K -$142K -1,564 -21%
VIA
253
Vident Investment Advisory
Georgia
$520K -$307K -3,394 -37%
IAIM
254
International Assets Investment Management
Florida
$509K +$509K +505,077 New
BCI
255
Brinker Capital Investments
Pennsylvania
$506K +$14.9K +165 +3%
DADC
256
D.A. Davidson & Co
Montana
$504K -$3.46K -38 -0.7%
CAM
257
Cresset Asset Management
Illinois
$504K -$34.3K -378 -6%
DWT
258
Dorsey & Whitney Trust
South Dakota
$500K -$12.5K -138 -2%
HI
259
Harbour Investments
Wisconsin
$499K +$82.6K +912 +20%
TL
260
Tradewinds LLC
North Carolina
$484K +$484K +14,625 New
BC
261
Burney Company
Virginia
$478K -$48.4K -534 -9%
PG
262
Patten Group
Tennessee
$470K -$906 -10 -0.2%
VF
263
Virtu Financial
New York
$470K +$470K +5,192 New
BNP Paribas Financial Markets
264
BNP Paribas Financial Markets
France
$462K -$1.06M -11,700 -70%
Pacer Advisors
265
Pacer Advisors
Pennsylvania
$458K +$458K +5,058 New
PAMP
266
Polar Asset Management Partners
Ontario, Canada
$452K +$452K +5,000 New
ZIM
267
Zacks Investment Management
Illinois
$452K -$2.27K -25 -0.5%
TRCT
268
Tower Research Capital (TRC)
New York
$444K +$407K +4,492 +1,096%
Royal London Asset Management
269
Royal London Asset Management
United Kingdom
$444K +$444K +4,898 New
AIA
270
Avalon Investment & Advisory
Texas
$442K +$442K +4,877 New
ACS
271
Archford Capital Strategies
Illinois
$438K +$80.8K +892 +23%
UC
272
Unio Capital
New Jersey
$438K +$17.2K +190 +4%
Prudential Financial
273
Prudential Financial
New Jersey
$432K – – –
SG Americas Securities
274
SG Americas Securities
New York
$431K +$431K +4,755 New
ONB
275
Old National Bancorp
Indiana
$424K -$25.8K -285 -6%
9 10
11
12 13