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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 %
BJL
301
Brighton Jones LLC
Washington
$421K +$3.19K +27 +0.8%
BCA
302
Bay Colony Advisors
Massachusetts
$420K +$13.9K +118 +3%
SWM
303
Silverlake Wealth Management
Vermont
$418K +$3.3K +28 +0.8%
MJP
304
Michael J. Puzo
$413K – – –
ACS
305
Archford Capital Strategies
Illinois
$411K +$18K +152 +5%
QCG
306
Quadrant Capital Group
Ohio
$407K +$46.5K +394 +13%
SW
307
SVB Wealth
Massachusetts
$407K +$57.3K +486 +16%
BBVA
308
Banco Bilbao Vizcaya Argentaria
Spain
$401K -$136K -1,145 -25%
CAM
309
Cozad Asset Management
Illinois
$397K -$42.5K -360 -10%
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$396K -$49.6K -420 -11%
ECM
311
Evergreen Capital Management
Washington
$395K +$27.4K +232 +7%
CCIA
312
Campbell & Co Investment Adviser
Maryland
$389K +$389K +3,300 New
TIM
313
Thompson Investment Management
Wisconsin
$386K – – –
KA
314
KLCM Advisors
Wisconsin
$385K – – –
FIM
315
Freedom Investment Management
Connecticut
$375K +$375K +3,182 New
BOH
316
Bank of Hawaii
Hawaii
$372K -$19.5K -165 -5%
AP
317
Americana Partners
Texas
$365K +$1.88K +16 +0.5%
BBHC
318
Brown Brothers Harriman & Co
New York
$363K – – –
JPMPWA
319
J.P. Morgan Private Wealth Advisors
California
$356K -$8.72K -74 -2%
QI
320
Qtron Investments
Massachusetts
$356K +$356K +3,023 New
AG
321
Algert Global
California
$353K +$353K +2,999 New
AFC
322
AFT Forsyth & Company
Florida
$346K – – –
EBT
323
Enterprise Bank & Trust
Massachusetts
$344K – – –
CCA
324
Checchi Capital Advisers
California
$343K +$33.3K +282 +11%
PP
325
Patten & Patten
Tennessee
$328K – – –
11 12
13
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