BMO icon

Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$203M
2
OAC
OMERS Administration Corp
Ontario, Canada
+$152M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$144M
4
MSE
MUFG Securities EMEA
United Kingdom
+$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$106M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$248M
2
Fidelity International
Fidelity International
Bermuda
-$231M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$205M
4
AM
AGF Management
Ontario, Canada
-$186M
5
Morgan Stanley
Morgan Stanley
New York
-$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
301
Boltwood Capital Management
California
$361K – – –
QI
302
Qtron Investments
Massachusetts
$348K +$348K +3,854 New
AAS
303
Annex Advisory Services
Wisconsin
$347K +$106K +1,169 +44%
PL
304
Perpetual Ltd
Australia
$345K -$43K -476 -11%
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$341K -$94.9K -1,051 -22%
JIC
306
Johnson Investment Counsel
Ohio
$338K – – –
HF
307
HRT Financial
New York
$331K +$331K +3,674 New
KA
308
KLCM Advisors
Wisconsin
$327K +$5.15K +57 +2%
DA
309
Doliver Advisors
Texas
$320K -$1.45K -16 -0.4%
PFO
310
Pathstone Family Office
New Jersey
$318K +$1.22K +13 +0.4%
MJP
311
Michael J. Puzo
$316K – – –
EIG
312
Ellenbecker Investment Group
Wisconsin
$316K +$14.7K +177 +5%
1WA
313
180 Wealth Advisors
Washington
$315K -$24.5K -268 -7%
VT
314
Vise Technologies
New York
$309K -$108K -1,200 -26%
BJL
315
Brighton Jones LLC
Washington
$306K +$3.88K +43 +1%
FAFN
316
First Affirmative Financial Network
Colorado
$300K +$83.6K +926 +39%
CAM
317
Cozad Asset Management
Illinois
$281K -$2.44K -27 -0.9%
AP
318
Americana Partners
Texas
$280K – – –
TIM
319
Thompson Investment Management
Wisconsin
$280K +$722 +8 +0.3%
OC
320
Oarsman Capital
Wisconsin
$278K -$9.03K -100 -3%
BBHC
321
Brown Brothers Harriman & Co
New York
$278K – – –
CCA
322
Checchi Capital Advisers
California
$274K +$40.9K +453 +18%
BCA
323
Bay Colony Advisors
Massachusetts
$274K – – –
DT
324
Diversified Trust
Tennessee
$268K +$268K +2,973 New
HCA
325
Harbour Capital Advisors
Virginia
$267K +$9.12K +100 +4%
11 12
13
14 15