BMO icon

Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$216M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$127M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$124M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$101M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$47.9M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$202M
2
Fidelity International
Fidelity International
Bermuda
-$141M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$94.7M
4
Bank of America
Bank of America
North Carolina
-$62.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VT
276
Vise Technologies
New York
$412K -$1.69K -19 -0.4%
BNP Paribas Financial Markets
277
BNP Paribas Financial Markets
France
$412K -$42.3K -475 -9%
ACM
278
Avalon Capital Management
California
$410K – – –
Acadian Asset Management
279
Acadian Asset Management
Massachusetts
$403K +$399K +4,500 +10,714%
Credit Agricole
280
Credit Agricole
France
$399K – – –
RP
281
Rowlandmiller & Partners
Georgia
$399K – – –
PP
282
Pacifica Partners
Canada
$397K +$132K +1,495 +50%
Allspring Global Investments
283
Allspring Global Investments
North Carolina
$393K – – –
TI
284
Tidal Investments
Wisconsin
$385K +$385K +4,323 New
DMIC
285
Dixon Mitchell Investment Counsel
British Columbia, Canada
$384K +$20.5K +230 +6%
PL
286
Perpetual Ltd
Australia
$384K +$384K +4,294 New
ECM
287
Evergreen Capital Management
Washington
$383K +$64.2K +721 +20%
BFO
288
Biltmore Family Office
North Carolina
$382K +$624 +7 +0.2%
TCOV
289
Trust Company of Vermont
Vermont
$381K +$272K +3,057 +251%
SWM
290
Silverlake Wealth Management
Vermont
$377K +$47K +527 +14%
Cetera Investment Advisers
291
Cetera Investment Advisers
Illinois
$368K +$69.4K +779 +23%
CB
292
Commerce Bank
Missouri
$361K +$980 +11 +0.3%
WPW
293
Watershed Private Wealth
Illinois
$356K – – –
BCM
294
Boltwood Capital Management
California
$356K – – –
GVAG
295
Great Valley Advisor Group
Delaware
$355K -$24.5K -275 -6%
EFS
296
Essex Financial Services
Connecticut
$355K – – –
JPMPWA
297
J.P. Morgan Private Wealth Advisors
California
$352K -$13.4K -150 -4%
SPIA
298
Steward Partners Investment Advisory
New York
$344K +$214K +2,404 +165%
PP
299
Prudential plc
United Kingdom
$336K -$229K -2,569 -40%
JIC
300
Johnson Investment Counsel
Ohio
$334K -$26.7K -300 -7%
10 11
12
13 14