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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$216M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$127M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$124M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$101M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$47.9M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$202M
2
Fidelity International
Fidelity International
Bermuda
-$141M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$94.7M
4
Bank of America
Bank of America
North Carolina
-$62.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WA
301
180 Wealth Advisors
Washington
$331K -$22.8K -256 -6%
CSPIA
302
Cary Street Partners Investment Advisory
Virginia
$330K – – –
BFEC
303
Benjamin F. Edwards & Company
Missouri
$328K +$39.7K +445 +14%
EIG
304
Ellenbecker Investment Group
Wisconsin
$322K +$87.6K +985 +37%
KA
305
KLCM Advisors
Wisconsin
$317K +$29K +325 +10%
DA
306
Doliver Advisors
Texas
$317K -$8.38K -94 -3%
SFA
307
Sequoia Financial Advisors
Ohio
$317K +$32.4K +364 +11%
MJP
308
Michael J. Puzo
$312K – – –
PFO
309
Pathstone Family Office
New Jersey
$311K -$689K -7,495 -69%
BJL
310
Brighton Jones LLC
Washington
$298K -$24K -269 -7%
ONB
311
Old National Bancorp
Indiana
$296K -$121K -1,363 -29%
SIA
312
Schechter Investment Advisors
Michigan
$291K -$891 -10 -0.3%
IF
313
Intrua Financial
Texas
$288K +$263 +3 +0.1%
OC
314
Oarsman Capital
Wisconsin
$283K – – –
CAM
315
Cozad Asset Management
Illinois
$279K -$16.3K -183 -6%
AP
316
Americana Partners
Texas
$276K – – –
TIM
317
Thompson Investment Management
Wisconsin
$275K +$624 +7 +0.2%
BBHC
318
Brown Brothers Harriman & Co
New York
$274K – – –
BCA
319
Bay Colony Advisors
Massachusetts
$268K -$25.7K -291 -9%
PP
320
PDS Planning
Ohio
$268K +$268K +3,002 New
VFA
321
Valeo Financial Advisors
Indiana
$264K +$44.4K +498 +20%
FOA
322
Five Oceans Advisors
California
$263K -$68.8K -772 -21%
AFC
323
AFT Forsyth & Company
Florida
$262K – – –
EBT
324
Enterprise Bank & Trust
Massachusetts
$260K – – –
IAM
325
Innovis Asset Management
Illinois
$257K +$13.1K +147 +5%
11 12
13
14 15