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Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$985M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$438M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$203M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$199M
5
Bank of America
Bank of America
North Carolina
+$187M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$110M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$97.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$79M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$71.4M
5
Millennium Management
Millennium Management
New York
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
351
Schechter Investment Advisors
Michigan
$267K +$46.3K +393 +21%
GLA
352
Good Life Advisors
Pennsylvania
$266K +$10.9K +92 +4%
ASN
353
Advisory Services Network
Georgia
$263K +$263K +2,232 New
OWP
354
Obermeyer Wealth Partners
Colorado
$262K – – –
RW
355
REDW Wealth
New Mexico
$262K – – –
MA
356
Mutual Advisors
Nebraska
$261K +$10.5K +89 +4%
IAA
357
Independent Advisor Alliance
North Carolina
$257K – – –
DT
358
Diversified Trust
Tennessee
$256K – – –
IG
359
ING Group
Netherlands
$255K -$40.8K -346 -14%
BTW
360
Boston Trust Walden
Massachusetts
$254K -$2.95K -25 -1%
IRC
361
Investors Research Corp
Georgia
$254K – – –
HNB
362
Huntington National Bank
Ohio
$253K +$63K +534 +33%
LC
363
Lindbrook Capital
California
$251K – – –
LC
364
Landaas & Company
Wisconsin
$251K – – –
BWA
365
BDO Wealth Advisors
Florida
$249K – – –
BNP Paribas Asset Management
366
BNP Paribas Asset Management
France
$248K – – –
BSW
367
Buckingham Strategic Wealth
Missouri
$247K +$247K +2,094 New
AFP
368
Ausdal Financial Partners
Iowa
$244K – – –
SFG
369
SNS Financial Group
Minnesota
$239K – – –
SEP
370
Southland Equity Partners
Missouri
$238K +$5.9K +50 +3%
IP
371
Isthmus Partners
Wisconsin
$237K +$237K +2,007 New
SW
372
Solidarity Wealth
Utah
$237K +$237K +2,065 New
BIM
373
Bridges Investment Management
Nebraska
$236K – – –
PWPS
374
Pinnacle Wealth Planning Services
Ohio
$236K +$236K +1,999 New
LWM
375
Laidlaw Wealth Management
New York
$233K +$233K +1,974 New
13 14
15
16 17