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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 %
IWA
251
Intercontinental Wealth Advisors
Texas
$578K +$22.6K +250 +4%
NL
252
NWAM LLC
Washington
$564K -$1.26K -14 -0.2%
BC
253
Burney Company
Virginia
$561K -$4.15K -46 -0.7%
GIBU
254
Gulf International Bank (UK)
United Kingdom
$557K – – –
BFG
255
Beacon Financial Group
Texas
$555K -$67.4K -752 -11%
Pacer Advisors
256
Pacer Advisors
Pennsylvania
$554K +$58.7K +650 +12%
VCS
257
Vaughan & Co Securities
New Jersey
$553K – – –
BB
258
Busey Bank
Illinois
$551K – – –
Tudor Investment Corp
259
Tudor Investment Corp
Connecticut
$538K +$538K +5,962 New
TC
260
Tacita Capital
Ontario, Canada
$535K -$271K -3,000 -34%
BHPW
261
Beverly Hills Private Wealth
California
$535K +$290K +3,253 +119%
HI
262
Horizon Investments
North Carolina
$530K – – –
OC
263
Oppenheimer & Co
New York
$511K +$12.1K +134 +2%
DWT
264
Dorsey & Whitney Trust
South Dakota
$500K -$5.6K -62 -1%
HI
265
Harbour Investments
Wisconsin
$487K -$33K -365 -6%
BCI
266
Brinker Capital Investments
Pennsylvania
$473K +$5.51K +61 +1%
OPS
267
Orion Portfolio Solutions
Nebraska
$473K +$5.51K +61 +1%
ACS
268
Archford Capital Strategies
Illinois
$470K +$8.25K +88 +2%
AssetMark Inc
269
AssetMark Inc
California
$469K +$302K +3,340 +180%
PG
270
Patten Group
Tennessee
$467K -$1.54K -17 -0.3%
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$465K -$39K -432 -8%
SM
272
Sciencast Management
New Jersey
$459K +$459K +5,100 New
ZIM
273
Zacks Investment Management
Illinois
$450K – – –
GI
274
Gradient Investments
Minnesota
$445K -$903 -10 -0.2%
IWC
275
Integrated Wealth Concepts
Massachusetts
$439K +$7.86K +87 +2%
9 10
11
12 13