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Bank of Montreal
BMO

Overview Fund Activity

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.17B
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$844M
3
Goldman Sachs
Goldman Sachs
New York
$287M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297M
5
Morgan Stanley
Morgan Stanley
New York
$158M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$146M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Marshall Wace
Marshall Wace
United Kingdom
$5.01M
4
GC
Guardian Capital
Ontario, Canada
$258M
5
IIM
Intact Investment Management
Quebec, Canada
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
351
Sequoia Financial Advisors
Ohio
$220K +$36.4K +378 +20%
1WA
352
180 Wealth Advisors
Washington
$220K +$220K +2,272 New
GLA
353
Good Life Advisors
Pennsylvania
$217K – – –
CIBC Private Wealth Group
354
CIBC Private Wealth Group
Georgia
$216K -$2.39M -24,850 -92%
RW
355
REDW Wealth
New Mexico
$213K – – –
N
356
Natixis
France
$212K -$360K -3,770 -63%
PTC
357
Petrus Trust Company
Texas
$212K +$212K +2,207 New
IAA
358
Independent Advisor Alliance
North Carolina
$210K +$289 +3 +0.1%
DT
359
Diversified Trust
Tennessee
$208K -$867 -9 -0.4%
SW
360
Solidarity Wealth
Utah
$208K – – –
IRC
361
Investors Research Corp
Georgia
$207K – – –
SW
362
SVB Wealth
Massachusetts
$204K -$127K -1,325 -38%
DA
363
Doliver Advisors
Texas
$204K -$39.8K -414 -16%
BWA
364
BDO Wealth Advisors
Florida
$203K – – –
OA
365
Operose Advisors
Wisconsin
$201K -$65.3K -678 -25%
Squarepoint
366
Squarepoint
New York
$201K +$201K +2,088 New
BSW
367
Buckingham Strategic Wealth
Missouri
$200K -$1.73K -18 -0.9%
AAS
368
Avantax Advisory Services
Texas
$200K +$12.6K +131 +7%
NIM
369
NuWave Investment Management
New Jersey
$183K -$185K -1,918 -50%
CG
370
Cutler Group
California
$180K +$180K +1,877 New
HNB
371
Huntington National Bank
Ohio
$168K -$38.9K -403 -19%
T
372
TOBAM
France
$165K +$60.9K +635 +59%
JWM
373
Janiczek Wealth Management
Colorado
$149K +$13.6K +135 +10%
PI
374
PEAK6 Investments
Illinois
$139K +$139K +1,544 New
Bessemer Group
375
Bessemer Group
New Jersey
$139K -$14.1K -147 -9%
13 14
15
16 17