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Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.17%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$195M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$120M
3
AM
AGF Management
Ontario, Canada
+$110M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
+$79.1M
5
Fidelity International
Fidelity International
Bermuda
+$68.7M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
-$138M
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$85.2M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$66.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$38M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
301
Qtron Investments
Massachusetts
$310K -$16.6K -196 -5%
NB
302
NBT Bank
New York
$306K +$306K +3,625 New
KA
303
KLCM Advisors
Wisconsin
$305K – – –
BJL
304
Brighton Jones LLC
Washington
$298K +$11.8K +140 +4%
SPIA
305
Steward Partners Investment Advisory
New York
$297K +$71.9K +852 +32%
ECM
306
Evergreen Capital Management
Washington
$296K -$88.4K -1,048 -23%
MJP
307
Michael J. Puzo
$295K – – –
AC
308
AXQ Capital
New Jersey
$286K +$286K +3,395 New
CAM
309
Cozad Asset Management
Illinois
$284K +$22.1K +262 +8%
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$283K -$67.9K -805 -19%
DA
311
Doliver Advisors
Texas
$283K -$15.7K -186 -5%
HI
312
Harbour Investments
Wisconsin
$280K -$175K -2,074 -38%
CAPTRUST Financial Advisors
313
CAPTRUST Financial Advisors
North Carolina
$279K -$40.2K -476 -13%
CCA
314
Checchi Capital Advisers
California
$268K +$11.9K +141 +5%
PFS
315
Prospera Financial Services
Texas
$265K +$265K +3,139 New
Barclays
316
Barclays
United Kingdom
$261K -$138K -1,631 -35%
BBHC
317
Brown Brothers Harriman & Co
New York
$260K – – –
OC
318
Oarsman Capital
Wisconsin
$260K – – –
TIM
319
Thompson Investment Management
Wisconsin
$260K -$1.69K -20 -0.6%
VT
320
Vise Technologies
New York
$258K -$30.8K -365 -11%
DT
321
Diversified Trust
Tennessee
$257K +$6.67K +79 +3%
SIA
322
Schechter Investment Advisors
Michigan
$257K +$257K +3,045 New
BCA
323
Bay Colony Advisors
Massachusetts
$256K – – –
BHPW
324
Beverly Hills Private Wealth
California
$255K -$251K -2,970 -50%
PNC
325
Park National Corp
Ohio
$248K +$16.9K +200 +7%
11 12
13
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