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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
American Century Companies
Missouri
$8.17M
3
Franklin Resources
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
Bank of America
North Carolina
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
326
Pacifica Partners
Canada
$271K +$191K +2,114 +237%
HCA
327
Harbour Capital Advisors
Virginia
$267K +$267K +2,930 New
AFC
328
AFT Forsyth & Company
Florida
$266K – – –
EBT
329
Enterprise Bank & Trust
Massachusetts
$265K – – –
ACA
330
Atlas Capital Advisors
Wyoming
$263K -$15.9K -175 -6%
MFG
331
Magnus Financial Group
New York
$260K -$362 -4 -0.1%
CCA
332
Checchi Capital Advisers
California
$256K -$48.7K -538 -16%
PSP
333
Principal Street Partners
Tennessee
$254K +$254K +2,799 New
PP
334
Patten & Patten
Tennessee
$252K – – –
SMC
335
Smith, Moore & Co
Missouri
$250K – – –
MFS
336
Mirabella Financial Services
United Kingdom
$249K -$266K -2,940 -52%
IAM
337
Innovis Asset Management
Illinois
$248K +$248K +2,732 New
JF
338
Jump Financial
Illinois
$247K +$247K +2,729 New
ASN
339
Advisory Services Network
Georgia
$247K -$64.3K -710 -21%
GJIA
340
Glass Jacobson Investment Advisors
Maryland
$244K +$244K +2,697 New
FBFS
341
First Business Financial Services
Wisconsin
$242K -$447K -4,940 -65%
AGA
342
Arkos Global Advisors
Texas
$242K – – –
IWC
343
Integrated Wealth Concepts
Massachusetts
$240K -$55.2K -609 -19%
EIG
344
Ellenbecker Investment Group
Wisconsin
$238K +$1.26K +14 +0.5%
AG
345
Algert Global
California
$235K +$235K +2,598 New
PNC
346
Park National Corp
Ohio
$234K – – –
PTC
347
Petrus Trust Company
Texas
$234K -$122K -1,345 -34%
BP
348
Ballentine Partners
Massachusetts
$234K -$52.9K -584 -18%
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$234K -$53.3K -588 -19%
NSIM
350
North Star Investment Management
Illinois
$231K -$4.98K -55 -2%
12 13
14
15 16