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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
American Century Companies
Missouri
$8.17M
3
Franklin Resources
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
Bank of America
North Carolina
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
$335K -$17.2K -190 -5%
LOAMU
302
Lombard Odier Asset Management (USA)
New York
$334K -$159K -1,758 -32%
DA
303
Doliver Advisors
Texas
$331K +$331K +3,654 New
BJL
304
Brighton Jones LLC
Washington
$327K +$22K +243 +7%
BPWM
305
Badgley Phelps Wealth Managers
Washington
$324K +$324K +3,576 New
ECM
306
Evergreen Capital Management
Washington
$324K +$36.8K +406 +13%
IF
307
Intrua Financial
Texas
$320K +$73.3K +751 +30%
MJP
308
Michael J. Puzo
$317K – – –
CG
309
Cutler Group
California
$317K +$116K +1,287 +58%
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$304K -$10.8K -119 -3%
BCA
311
Bay Colony Advisors
Massachusetts
$301K +$181 +2 +0.1%
CAM
312
Cozad Asset Management
Illinois
$301K -$2.54K -28 -0.8%
AAS
313
Ameritas Advisory Services
Nebraska
$300K +$57.5K +635 +24%
SWP
314
Stratos Wealth Partners
Ohio
$298K -$985K -10,876 -77%
SIA
315
Schechter Investment Advisors
Michigan
$296K +$29K +320 +11%
KA
316
KLCM Advisors
Wisconsin
$293K – – –
BFEC
317
Benjamin F. Edwards & Company
Missouri
$293K +$18.9K +209 +7%
SFA
318
Sequoia Financial Advisors
Ohio
$289K +$289K +3,188 New
OC
319
Oarsman Capital
Wisconsin
$288K +$60.3K +666 +27%
Tudor Investment Corp
320
Tudor Investment Corp
Connecticut
$284K +$284K +3,130 New
CSS
321
Cubist Systematic Strategies
Connecticut
$281K -$697K -7,697 -71%
AAS
322
Annex Advisory Services
Wisconsin
$281K -$65.2K -720 -19%
AP
323
Americana Partners
Texas
$281K – – –
TIM
324
Thompson Investment Management
Wisconsin
$279K -$13.1K -145 -4%
BBHC
325
Brown Brothers Harriman & Co
New York
$279K – – –
11 12
13
14 15