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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$216M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$127M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$124M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$101M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$47.9M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$202M
2
Fidelity International
Fidelity International
Bermuda
-$141M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$94.7M
4
Bank of America
Bank of America
North Carolina
-$62.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
326
Magnus Financial Group
New York
$255K – – –
IWA
327
IBEX Wealth Advisors
New Jersey
$255K -$160K -1,800 -39%
HCA
328
Harbour Capital Advisors
Virginia
$252K -$8.91K -100 -3%
MFS
329
Mirabella Financial Services
United Kingdom
$251K +$5.17K +58 +2%
SPC
330
Sigma Planning Corp
Michigan
$250K +$250K +2,810 New
PP
331
Patten & Patten
Tennessee
$248K – – –
ACA
332
Atlas Capital Advisors
Wyoming
$246K -$12.8K -144 -5%
BHPW
333
Beverly Hills Private Wealth
California
$244K +$244K +2,740 New
TSS
334
Two Sigma Securities
New York
$242K +$242K +2,720 New
FBFS
335
First Business Financial Services
Wisconsin
$242K +$3.3K +37 +1%
AAS
336
Annex Advisory Services
Wisconsin
$238K -$38.1K -427 -14%
AGA
337
Arkos Global Advisors
Texas
$238K – – –
BP
338
Ballentine Partners
Massachusetts
$232K +$1.6K +18 +0.7%
AG
339
Algert Global
California
$231K – – –
PNC
340
Park National Corp
Ohio
$230K – – –
CCA
341
Checchi Capital Advisers
California
$230K -$21.4K -240 -9%
NSIM
342
North Star Investment Management
Illinois
$227K +$178 +2 +0.1%
SMC
343
Smith, Moore & Co
Missouri
$226K -$19.6K -220 -8%
AAS
344
Ameritas Advisory Services
Nebraska
$225K -$70.2K -786 -24%
CFO
345
CVA Family Office
Colorado
$223K – – –
KOCAA
346
Knights of Columbus Asset Advisors
Connecticut
$220K +$4.9K +55 +2%
IAA
347
Independent Advisor Alliance
North Carolina
$217K +$217K +2,439 New
PA
348
Parallel Advisors
California
$216K -$7.22K -81 -3%
FAFN
349
First Affirmative Financial Network
Colorado
$213K +$213K +2,392 New
WI
350
Wintrust Investments
Illinois
$209K +$209K +2,345 New
12 13
14
15 16