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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$152M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$131M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
+$108M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$88.8M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$236M
2
Goldman Sachs
Goldman Sachs
New York
-$164M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$105M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$63M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
276
First Business Financial Services
Wisconsin
$406K +$159K +2,981 +64%
ACM
277
Avalon Capital Management
California
$403K – – –
CCP
278
Corient Capital Partners
California
$396K – – –
GI
279
Gradient Investments
Minnesota
$394K +$388K +4,435 +6,720%
Credit Agricole
280
Credit Agricole
France
$393K +$186K +2,119 +90%
RP
281
Rowlandmiller & Partners
Georgia
$392K – – –
Allspring Global Investments
282
Allspring Global Investments
North Carolina
$386K -$53.6K -613 -12%
Citadel Advisors
283
Citadel Advisors
Florida
$381K -$9.74M -111,119 -96%
1WA
284
180 Wealth Advisors
Washington
$377K +$178K +2,033 +89%
CB
285
Commerce Bank
Missouri
$363K +$1.58K +18 +0.4%
DMIC
286
Dixon Mitchell Investment Counsel
British Columbia, Canada
$361K -$1.5K -17 -0.4%
JIC
287
Johnson Investment Counsel
Ohio
$355K – – –
BCM
288
Boltwood Capital Management
California
$351K – – –
HWAM
289
Hennion & Walsh Asset Management
New Jersey
$349K -$10K -114 -3%
ACS
290
Archford Capital Strategies
Illinois
$345K +$11.3K +129 +3%
PTC
291
Petrus Trust Company
Texas
$344K +$151K +1,722 +78%
BBVA
292
Banco Bilbao Vizcaya Argentaria
Spain
$343K +$343K +3,849 New
CSPIA
293
Cary Street Partners Investment Advisory
Virginia
$341K – – –
W
294
Wealthsimple
Ontario, Canada
$337K +$8.37K +50 +3%
AAS
295
Annex Advisory Services
Wisconsin
$335K -$2.89K -33 -0.9%
AssetMark Inc
296
AssetMark Inc
California
$330K -$1.67K -19 -0.5%
GVAG
297
Great Valley Advisor Group
Delaware
$327K -$1.76K -20 -0.5%
FOA
298
Five Oceans Advisors
California
$326K +$88.2K +1,008 +37%
SWM
299
Silverlake Wealth Management
Vermont
$325K +$13.8K +158 +4%
MJP
300
Michael J. Puzo
$307K – – –
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12
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