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Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.17%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$195M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$120M
3
AM
AGF Management
Ontario, Canada
+$110M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
+$79.1M
5
Fidelity International
Fidelity International
Bermuda
+$68.7M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
-$138M
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$85.2M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$66.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$38M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
251
NWAM LLC
Washington
$517K -$9.62K -114 -2%
BB
252
Busey Bank
Illinois
$515K – – –
VCS
253
Vaughan & Co Securities
New Jersey
$514K -$2.78K -33 -0.5%
TRCT
254
Tower Research Capital (TRC)
New York
$512K -$241K -2,859 -32%
OC
255
Oppenheimer & Co
New York
$504K +$26.5K +314 +6%
BFG
256
Beacon Financial Group
Texas
$499K -$33.8K -393 -6%
MM
257
MQS Management
New York
$484K +$484K +5,742 New
DWT
258
Dorsey & Whitney Trust
South Dakota
$474K +$7.43K +88 +2%
QT
259
Quantbot Technologies
New York
$456K +$456K +5,404 New
SC
260
Syon Capital
California
$454K +$454K +5,377 New
GA
261
Goldstein Advisors
Wisconsin
$446K +$446K +5,289 New
FCI
262
Financial Counselors Inc
Kansas
$445K -$194K -2,299 -30%
GIBU
263
Gulf International Bank (UK)
United Kingdom
$440K -$80K -950 -15%
BCI
264
Brinker Capital Investments
Pennsylvania
$440K -$2.45K -29 -0.6%
OPS
265
Orion Portfolio Solutions
Nebraska
$440K -$2.45K -29 -0.6%
PFO
266
Pathstone Family Office
New Jersey
$437K +$145K +1,684 +50%
PG
267
Patten Group
Tennessee
$436K – – –
GI
268
Gradient Investments
Minnesota
$431K +$15.3K +181 +4%
Millennium Management
269
Millennium Management
New York
$430K -$863K -10,223 -67%
IWA
270
IBEX Wealth Advisors
New Jersey
$424K +$424K +5,029 New
IWC
271
Integrated Wealth Concepts
Massachusetts
$408K -$2.45K -29 -0.6%
ACS
272
Archford Capital Strategies
Illinois
$403K -$20.2K -239 -5%
Prudential Financial
273
Prudential Financial
New Jersey
$402K – – –
ACM
274
Avalon Capital Management
California
$388K – – –
DGAM
275
Desjardins Global Asset Management
Quebec, Canada
$385K +$385K +4,540 New
9 10
11
12 13