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Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$985M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$438M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$203M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$199M
5
Bank of America
Bank of America
North Carolina
+$187M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$110M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$97.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$79M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$71.4M
5
Millennium Management
Millennium Management
New York
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
276
Centiva Capital
New York
$556K +$556K +4,712 New
GT
277
Glenmede Trust
Pennsylvania
$555K -$27.3K -232 -5%
FBFS
278
First Business Financial Services
Wisconsin
$547K – – –
RP
279
Rowlandmiller & Partners
Georgia
$528K – – –
GC
280
Guggenheim Capital
Illinois
$527K +$281K +2,382 +114%
ALAM
281
Asahi Life Asset Management
Japan
$522K +$522K +4,430 New
CCP
282
Corient Capital Partners
California
$520K -$17.8K -151 -3%
PAM
283
Premier Asset Management
Illinois
$519K -$195K -1,651 -27%
ONB
284
Old National Bancorp
Indiana
$516K +$13.6K +115 +3%
NP
285
Ninepoint Partners
Ontario, Canada
$514K +$514K +4,353 New
MFG
286
Magnus Financial Group
New York
$510K -$11.8K -100 -2%
JIC
287
Johnson Investment Counsel
Ohio
$501K – – –
ACM
288
Avalon Capital Management
California
$488K +$488K +4,600 New
CB
289
Commerce Bank
Missouri
$487K -$11.8K -100 -2%
CAM
290
Carret Asset Management
New York
$482K -$62K -525 -11%
VF
291
Virtu Financial
New York
$473K +$473K +4,011 New
BCM
292
Boltwood Capital Management
California
$472K – – –
HWAM
293
Hennion & Walsh Asset Management
New Jersey
$468K -$8.14K -69 -2%
GAM
294
Gotham Asset Management
New York
$466K +$43.9K +372 +10%
BP
295
Ballentine Partners
Massachusetts
$465K +$49K +415 +12%
MM
296
MQS Management
New York
$459K -$97.7K -828 -18%
AAS
297
Annex Advisory Services
Wisconsin
$451K +$118 +1 +0%
NIM
298
NuWave Investment Management
New Jersey
$451K +$379K +3,211 +527%
GVAG
299
Great Valley Advisor Group
Delaware
$438K +$11.4K +97 +3%
DHFB
300
Dixon Hubard Feinour & Brown
Virginia
$436K – – –
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