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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
$264M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.25B
3
AM
AGF Management
Ontario, Canada
$110M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$201M
5
Fidelity International
Fidelity International
Bermuda
$350M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$938M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.68B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
276
Credit Agricole
France
$379K +$844 +10 +0.2%
RP
277
Rowlandmiller & Partners
Georgia
$378K – – –
AFP
278
Ausdal Financial Partners
Iowa
$377K +$1.69K +20 +0.4%
SWM
279
Silverlake Wealth Management
Vermont
$375K +$422 +5 +0.1%
Allspring Global Investments
280
Allspring Global Investments
North Carolina
$372K – – –
BFEC
281
Benjamin F. Edwards & Company
Missouri
$370K +$5.91K +70 +2%
TWM
282
Tradition Wealth Management
Minnesota
$369K -$14.9K -177 -4%
KIG
283
Kowal Investment Group
Wisconsin
$366K +$366K +4,343 New
CSPIA
284
Cary Street Partners Investment Advisory
Virginia
$363K – – –
BFO
285
Biltmore Family Office
North Carolina
$361K – – –
PI
286
PineBridge Investments
New York
$354K -$16.4K -143 -4%
GVAG
287
Great Valley Advisor Group
Delaware
$350K +$5.65K +67 +2%
SFA
288
Sequoia Financial Advisors
Ohio
$349K +$110K +1,305 +46%
TCOV
289
Trust Company of Vermont
Vermont
$347K – – –
EIG
290
Ellenbecker Investment Group
Wisconsin
$346K +$25.8K +306 +8%
FAFN
291
First Affirmative Financial Network
Colorado
$345K +$64.9K +769 +23%
IF
292
Intrua Financial
Texas
$343K -$32K -379 -9%
CB
293
Commerce Bank
Missouri
$341K -$1.52K -18 -0.4%
WPW
294
Watershed Private Wealth
Illinois
$337K – – –
BCM
295
Boltwood Capital Management
California
$337K – – –
PP
296
Pacifica Partners
Canada
$328K -$48.5K -602 -13%
JIC
297
Johnson Investment Counsel
Ohio
$316K – – –
Tudor Investment Corp
298
Tudor Investment Corp
Connecticut
$315K -$188K -2,232 -37%
1WA
299
180 Wealth Advisors
Washington
$311K +$20.2K +239 +7%
JPWM
300
Jamison Private Wealth Management
Georgia
$310K +$310K +3,675 New
10 11
12
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