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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$152M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$131M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
+$108M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$88.8M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$236M
2
Goldman Sachs
Goldman Sachs
New York
-$164M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$105M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$63M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDA
351
Wendell David Associates
New Hampshire
$202K -$17.6K -200 -8%
CG
352
Cutler Group
California
$194K +$29.8K +340 +18%
IRC
353
Investors Research Corp
Georgia
$189K – – –
BWA
354
BDO Wealth Advisors
Florida
$185K – – –
OA
355
Operose Advisors
Wisconsin
$183K – – –
WFA
356
Wipfli Financial Advisors
Wisconsin
$161K +$161K +1,832 New
Bessemer Group
357
Bessemer Group
New Jersey
$147K +$19.1K +217 +15%
SPIA
358
Steward Partners Investment Advisory
New York
$145K +$18.8K +215 +15%
HNB
359
Huntington National Bank
Ohio
$133K -$19.4K -222 -13%
HFM
360
Harvest Fund Management
China
$130K +$130K +1,488 New
WB
361
Webster Bank
Connecticut
$123K – – –
CJL
362
Cyrus J. Lawrence
New York
$123K – – –
T
363
TOBAM
France
$119K -$32.1K -365 -21%
BC
364
Bartlett & Co
Ohio
$117K – – –
BCWM
365
Bartlett & Co Wealth Management
Ohio
$117K – – –
AF
366
Allworth Financial
California
$114K -$7.54K -86 -6%
TCOV
367
Trust Company of Vermont
Vermont
$110K – – –
IWA
368
Icon Wealth Advisors
Texas
$105K +$105K +1,196 New
JEST
369
JTC Employer Solutions Trustee
Jersey
$103K – – –
CTC
370
Central Trust Company
Missouri
$99K +$38.7K +440 +64%
SWA
371
Sutton Wealth Advisors
Florida
$95.9K – – –
JWM
372
Janiczek Wealth Management
Colorado
$91K -$34.8K -410 -28%
TF
373
Tompkins Financial
New York
$88K – – –
WT
374
Washington Trust
Rhode Island
$88K – – –
AF
375
Advisornet Financial
Minnesota
$88K – – –
13 14
15
16 17