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Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$985M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$438M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$203M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$199M
5
Bank of America
Bank of America
North Carolina
+$187M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$110M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$97.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$79M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$71.4M
5
Millennium Management
Millennium Management
New York
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
326
Operose Advisors
Wisconsin
$326K +$276K +2,339 +549%
AGA
327
Arkos Global Advisors
Texas
$313K – – –
PA
328
Parallel Advisors
California
$311K -$1.07K -9 -0.3%
NSIM
329
North Star Investment Management
Illinois
$307K +$236 +2 +0.1%
BWL
330
Bogart Wealth LLC
Virginia
$307K +$25K +212 +9%
AAS
331
Ameritas Advisory Services
Nebraska
$307K +$25.9K +220 +9%
W
332
Wealthsimple
Ontario, Canada
$306K +$24.4K +166 +9%
PNC
333
Park National Corp
Ohio
$305K – – –
FFN
334
Focus Financial Network
Minnesota
$303K +$24.3K +206 +9%
DA
335
Doliver Advisors
Texas
$299K -$13.2K -112 -4%
RHBC
336
R.H. Bluestein & Co
Michigan
$295K – – –
WDA
337
Wendell David Associates
New Hampshire
$295K +$11.8K +100 +4%
IWC
338
Integrated Wealth Concepts
Massachusetts
$292K -$2.12K -18 -0.7%
CFN
339
Cordasco Financial Network
Florida
$290K +$236 +2 +0.1%
KOCAA
340
Knights of Columbus Asset Advisors
Connecticut
$288K +$77.9K +661 +37%
WFI
341
West Family Investments
California
$285K +$8.36K +71 +3%
OC
342
Oarsman Capital
Wisconsin
$285K +$10.6K +90 +4%
WCA
343
Westover Capital Advisors
Delaware
$283K – – –
BAM
344
Belpointe Asset Management
Nevada
$282K -$39.9K -338 -12%
FOA
345
Five Oceans Advisors
California
$282K +$282K +2,389 New
BFEC
346
Benjamin F. Edwards & Company
Missouri
$280K +$70.3K +596 +34%
Credit Agricole
347
Credit Agricole
France
$279K – – –
WHG
348
Westwood Holdings Group
Texas
$276K -$78.5K -664 -22%
AF
349
Advisornet Financial
Minnesota
$274K -$23.6K -200 -8%
PFO
350
Pathstone Family Office
New Jersey
$272K -$2.58K -21 -0.9%
12 13
14
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