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Bank of Montreal
BMO

Overview Fund Activity

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.17B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$844M
3
Goldman Sachs
3
Goldman Sachs
New York
$287M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$146M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$5.01M
4
GC
4
Guardian Capital
Ontario, Canada
$258M
5
IIM
5
Intact Investment Management
Quebec, Canada
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
VT
276
Vise Technologies
New York
$439K +$268K +2,787 +157%
RP
277
Rowlandmiller & Partners
Georgia
$430K – – –
Wolverine Trading
278
Wolverine Trading
Illinois
$430K +$430K +4,466 New
ONB
279
Old National Bancorp
Indiana
$418K -$2.59K -27 -0.6%
GAM
280
Gotham Asset Management
New York
$417K +$37K +385 +10%
MFG
281
Magnus Financial Group
New York
$416K +$384 +4 +0.1%
CCP
282
Corient Capital Partners
California
$396K -$28.1K -292 -7%
CB
283
Commerce Bank
Missouri
$396K -$1.06K -11 -0.3%
ATPW
284
Ashton Thomas Private Wealth
Arizona
$396K -$274K -2,844 -41%
DMIC
285
Dixon Mitchell Investment Counsel
British Columbia, Canada
$395K -$95.5K -993 -19%
HWAM
286
Hennion & Walsh Asset Management
New Jersey
$394K +$12.3K +128 +3%
JIC
287
Johnson Investment Counsel
Ohio
$389K -$19.2K -200 -5%
BCM
288
Boltwood Capital Management
California
$385K – – –
SG Americas Securities
289
SG Americas Securities
New York
$376K +$282K +2,932 +301%
CSPIA
290
Cary Street Partners Investment Advisory
Virginia
$374K +$374K +3,890 New
AAS
291
Annex Advisory Services
Wisconsin
$371K +$3.27K +34 +0.9%
ACS
292
Archford Capital Strategies
Illinois
$366K +$32.1K +334 +10%
AssetMark Inc
293
AssetMark Inc
California
$363K +$352K +3,664 +3,186%
GVAG
294
Great Valley Advisor Group
Delaware
$360K +$2.88K +30 +0.8%
ACA
295
Atlas Capital Advisors
Wyoming
$357K -$185K -1,927 -34%
DHFB
296
Dixon Hubard Feinour & Brown
Virginia
$356K – – –
ASN
297
Advisory Services Network
Georgia
$355K +$140K +1,461 +65%
QCG
298
Quadrant Capital Group
Ohio
$352K +$20.3K +211 +6%
CAM
299
Carret Asset Management
New York
$349K -$43.2K -450 -11%
SWM
300
Silverlake Wealth Management
Vermont
$341K +$192 +2 +0.1%
10 11
12
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