BMO icon

Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$152M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$131M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
+$108M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$88.8M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$236M
2
Goldman Sachs
Goldman Sachs
New York
-$164M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$105M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$63M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
326
Patten & Patten
Tennessee
$244K – – –
SMC
327
Smith, Moore & Co
Missouri
$242K – – –
Balyasny Asset Management
328
Balyasny Asset Management
Illinois
$237K -$2.47M -28,253 -91%
AGA
329
Arkos Global Advisors
Texas
$234K – – –
AAS
330
Ameritas Advisory Services
Nebraska
$234K +$2.54K +29 +1%
EIG
331
Ellenbecker Investment Group
Wisconsin
$229K +$1.4K +16 +0.6%
BWL
332
Bogart Wealth LLC
Virginia
$228K – – –
NSIM
333
North Star Investment Management
Illinois
$228K +$88 +1 +0%
KOCAA
334
Knights of Columbus Asset Advisors
Connecticut
$228K +$14.2K +162 +7%
PNC
335
Park National Corp
Ohio
$227K – – –
AAS
336
Avantax Advisory Services
Texas
$227K +$45.3K +518 +25%
IA
337
IFG Advisory
Georgia
$226K +$226K +2,580 New
IF
338
Intrua Financial
Texas
$222K +$222K +2,533 New
OC
339
Oarsman Capital
Wisconsin
$220K – – –
CAM
340
Carret Asset Management
New York
$219K -$100K -1,140 -31%
RHBC
341
R.H. Bluestein & Co
Michigan
$219K – – –
FA
342
FDx Advisors
Illinois
$217K -$3.24K -37 -1%
UCFA
343
United Capital Financial Advisors
Texas
$214K +$214K +2,444 New
TA
344
Townsend & Associates
Colorado
$213K +$213K +2,225 New
QCG
345
Quadrant Capital Group
Ohio
$211K -$110K -1,253 -34%
WCA
346
Westover Capital Advisors
Delaware
$210K – – –
LC
347
Lindbrook Capital
California
$207K +$3.86K +44 +2%
N
348
Natixis
France
$205K +$6.52K +73 +3%
AWS
349
Atria Wealth Solutions
New York
$205K +$88 +1 +0%
LC
350
Landaas & Company
Wisconsin
$204K – – –
12 13
14
15 16