BMO icon

Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$203M
2
OAC
OMERS Administration Corp
Ontario, Canada
+$152M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$144M
4
MSE
MUFG Securities EMEA
United Kingdom
+$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$106M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$248M
2
Fidelity International
Fidelity International
Bermuda
-$231M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$205M
4
AM
AGF Management
Ontario, Canada
-$186M
5
Morgan Stanley
Morgan Stanley
New York
-$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
326
PDS Planning
Ohio
$264K -$6.77K -75 -2%
EBT
327
Enterprise Bank & Trust
Massachusetts
$264K – – –
MFG
328
Magnus Financial Group
New York
$258K -$722 -8 -0.3%
IAM
329
Innovis Asset Management
Illinois
$256K -$3.52K -39 -1%
VFA
330
Valeo Financial Advisors
Indiana
$256K -$11.1K -123 -4%
SFA
331
Sequoia Financial Advisors
Ohio
$255K -$65.5K -725 -20%
Bessemer Group
332
Bessemer Group
New Jersey
$253K +$127K +1,406 +100%
PP
333
Patten & Patten
Tennessee
$251K – – –
IAA
334
Independent Advisor Alliance
North Carolina
$251K +$30.4K +337 +14%
FOA
335
Five Oceans Advisors
California
$250K -$16.3K -180 -6%
AGA
336
Arkos Global Advisors
Texas
$250K +$9.02K +100 +4%
PNC
337
Park National Corp
Ohio
$247K +$13.5K +150 +6%
SEP
338
Southland Equity Partners
Missouri
$245K +$245K +2,712 New
SPIA
339
Steward Partners Investment Advisory
New York
$241K -$108K -1,193 -31%
SMC
340
Smith, Moore & Co
Missouri
$240K +$10.8K +120 +5%
ACA
341
Atlas Capital Advisors
Wyoming
$239K -$10.8K -120 -4%
BP
342
Ballentine Partners
Massachusetts
$237K +$2.44K +27 +1%
AG
343
Algert Global
California
$235K – – –
KOCAA
344
Knights of Columbus Asset Advisors
Connecticut
$232K +$8.85K +98 +4%
NSIM
345
North Star Investment Management
Illinois
$230K +$90 +1 +0%
CFO
346
CVA Family Office
Colorado
$226K – – –
JFGIW
347
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$225K -$304K -3,363 -57%
Wolverine Trading
348
Wolverine Trading
Illinois
$224K +$224K +2,499 New
SPC
349
Sigma Planning Corp
Michigan
$213K -$40.7K -451 -16%
WI
350
Wintrust Investments
Illinois
$212K +$451 +5 +0.2%
12 13
14
15 16