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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 %
Cetera Investment Advisers
301
Cetera Investment Advisers
Illinois
$304K +$36.5K +417 +14%
ASN
302
Advisory Services Network
Georgia
$301K -$22.9K -261 -7%
BJL
303
Brighton Jones LLC
Washington
$295K -$88 -1 -0%
CCA
304
Checchi Capital Advisers
California
$295K +$9.3K +106 +3%
CAM
305
Cozad Asset Management
Illinois
$293K -$1.66K -19 -0.6%
BCA
306
Bay Colony Advisors
Massachusetts
$291K +$263 +3 +0.1%
IWC
307
Integrated Wealth Concepts
Massachusetts
$285K +$63.6K +727 +29%
KA
308
KLCM Advisors
Wisconsin
$284K +$8.78K +100 +3%
TIM
309
Thompson Investment Management
Wisconsin
$283K – – –
IWA
310
IBEX Wealth Advisors
New Jersey
$279K +$964 +11 +0.3%
ECM
311
Evergreen Capital Management
Washington
$278K +$10K +114 +4%
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$278K +$30.9K +352 +12%
BP
313
Ballentine Partners
Massachusetts
$278K +$50.1K +571 +22%
Cerity Partners
314
Cerity Partners
New York
$276K +$60.3K +687 +28%
AP
315
Americana Partners
Texas
$271K – – –
BBHC
316
Brown Brothers Harriman & Co
New York
$270K – – –
ACA
317
Atlas Capital Advisors
Wyoming
$270K -$55.1K -629 -17%
FFN
318
Focus Financial Network
Minnesota
$268K +$4.38K +50 +2%
BFEC
319
Benjamin F. Edwards & Company
Missouri
$265K +$1.23K +14 +0.5%
PA
320
Parallel Advisors
California
$259K +$18.6K +212 +8%
SIA
321
Schechter Investment Advisors
Michigan
$259K +$259K +2,952 New
JPMPWA
322
J.P. Morgan Private Wealth Advisors
California
$258K -$1.67K -19 -0.6%
AFC
323
AFT Forsyth & Company
Florida
$257K – – –
EBT
324
Enterprise Bank & Trust
Massachusetts
$256K – – –
MFG
325
Magnus Financial Group
New York
$251K -$128K -1,460 -34%
11 12
13
14 15