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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 %
MJP
301
Michael J. Puzo
$337K – – –
BCA
302
Bay Colony Advisors
Massachusetts
$335K -$24.1K -239 -7%
PFO
303
Pathstone Family Office
New Jersey
$332K +$119K +1,240 +56%
CCA
304
Checchi Capital Advisers
California
$328K +$35.2K +349 +12%
BJL
305
Brighton Jones LLC
Washington
$324K -$18.7K -195 -5%
CAM
306
Cozad Asset Management
Illinois
$324K – – –
TIM
307
Thompson Investment Management
Wisconsin
$310K -$4.04K -42 -1%
IWA
308
IBEX Wealth Advisors
New Jersey
$305K +$305K +3,172 New
KA
309
KLCM Advisors
Wisconsin
$302K -$12K -125 -4%
AP
310
Americana Partners
Texas
$298K – – –
BBHC
311
Brown Brothers Harriman & Co
New York
$296K – – –
Cetera Investment Advisers
312
Cetera Investment Advisers
Illinois
$294K -$29.1K -302 -9%
ECM
313
Evergreen Capital Management
Washington
$294K -$28.3K -294 -9%
BFEC
314
Benjamin F. Edwards & Company
Missouri
$290K +$61.4K +637 +27%
FFN
315
Focus Financial Network
Minnesota
$289K +$42.2K +439 +17%
AG
316
Algert Global
California
$288K – – –
JPMPWA
317
J.P. Morgan Private Wealth Advisors
California
$285K -$5.97K -62 -2%
AFC
318
AFT Forsyth & Company
Florida
$282K – – –
EBT
319
Enterprise Bank & Trust
Massachusetts
$281K – – –
PAM
320
Premier Asset Management
Illinois
$273K -$169K -1,683 -38%
CAPTRUST Financial Advisors
321
CAPTRUST Financial Advisors
North Carolina
$271K +$109K +1,130 +67%
PP
322
Patten & Patten
Tennessee
$268K – – –
SMC
323
Smith, Moore & Co
Missouri
$265K +$83.4K +868 +46%
PA
324
Parallel Advisors
California
$264K +$12K +125 +5%
MA
325
Mutual Advisors
Nebraska
$263K +$50.3K +523 +24%
11 12
13
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