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Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.17%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.25B
3
AM
AGF Management
Ontario, Canada
$110M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$201M
5
Fidelity International
Fidelity International
Bermuda
$350M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$938M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.68B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBT
326
Enterprise Bank & Trust
Massachusetts
$246K – – –
PP
327
PDS Planning
Ohio
$246K -$1.1K -13 -0.4%
IAM
328
Innovis Asset Management
Illinois
$243K +$3.46K +41 +1%
HCA
329
Harbour Capital Advisors
Virginia
$243K -$4.22K -50 -2%
VFA
330
Valeo Financial Advisors
Indiana
$242K +$2.95K +35 +1%
MFG
331
Magnus Financial Group
New York
$241K – – –
BP
332
Ballentine Partners
Massachusetts
$237K +$15.1K +179 +7%
PP
333
Patten & Patten
Tennessee
$235K – – –
FOA
334
Five Oceans Advisors
California
$234K +$591 +7 +0.3%
IAA
335
Independent Advisor Alliance
North Carolina
$234K -$591 -7 -0.3%
SMC
336
Smith, Moore & Co
Missouri
$233K +$8.44K +100 +4%
SEP
337
Southland Equity Partners
Missouri
$230K +$844 +10 +0.4%
Bessemer Group
338
Bessemer Group
New Jersey
$229K -$9.52K -112 -4%
KOCAA
339
Knights of Columbus Asset Advisors
Connecticut
$229K +$12.1K +143 +6%
AGA
340
Arkos Global Advisors
Texas
$225K -$8.42K -100 -4%
WFI
341
West Family Investments
California
$224K +$224K +2,654 New
NSIM
342
North Star Investment Management
Illinois
$215K +$169 +2 +0.1%
WI
343
WrapManager Inc
California
$215K +$23.2K +275 +12%
CFO
344
CVA Family Office
Colorado
$213K +$1.94K +23 +0.9%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$205K -$493K -5,844 -71%
TCA
346
Trifecta Capital Advisors
Illinois
$194K +$15.2K +180 +8%
PA
347
Parallel Advisors
California
$192K +$10K +119 +6%
BWL
348
Bogart Wealth LLC
Virginia
$186K -$1.1K -13 -0.6%
LC
349
Lindbrook Capital
California
$185K +$1.77K +21 +1%
IRC
350
Investors Research Corp
Georgia
$182K – – –
12 13
14
15 16