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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$216M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$127M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$124M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$101M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$47.9M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$202M
2
Fidelity International
Fidelity International
Bermuda
-$141M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$94.7M
4
Bank of America
Bank of America
North Carolina
-$62.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
351
Westwood Holdings Group
Texas
$208K – – –
LC
352
Landaas & Company
Wisconsin
$207K – – –
GT
353
Glenmede Trust
Pennsylvania
$206K +$6.59K +74 +3%
RMC
354
Resources Management Corp
Connecticut
$206K -$4.32M -22,554 -95%
AAS
355
Avantax Advisory Services
Texas
$201K -$713 -8 -0.4%
TA
356
Townsend & Associates
Colorado
$201K – – –
LC
357
Lindbrook Capital
California
$195K +$9.71K +109 +5%
IRC
358
Investors Research Corp
Georgia
$192K – – –
TCA
359
Trifecta Capital Advisors
Illinois
$189K – – –
AssetMark Inc
360
AssetMark Inc
California
$165K -$166K -1,868 -50%
QCG
361
Quadrant Capital Group
Ohio
$160K -$17.8K -200 -10%
OA
362
Operose Advisors
Wisconsin
$157K – – –
AWM
363
Avior Wealth Management
Nebraska
$152K +$138K +1,547 +973%
BWL
364
Bogart Wealth LLC
Virginia
$149K -$18.9K -212 -11%
HNB
365
Huntington National Bank
Ohio
$147K -$12.7K -142 -8%
CJL
366
Cyrus J. Lawrence
New York
$125K – – –
Bessemer Group
367
Bessemer Group
New Jersey
$125K – – –
WB
368
Webster Bank
Connecticut
$125K – – –
AF
369
Allworth Financial
California
$123K +$1.43K +16 +1%
T
370
TOBAM
France
$120K – – –
BC
371
Bartlett & Co
Ohio
$119K – – –
BCWM
372
Bartlett & Co Wealth Management
Ohio
$119K – – –
IG
373
ING Group
Netherlands
$111K +$111K +1,250 New
WT
374
Whittier Trust
California
$110K +$178 +2 +0.2%
MIA
375
Milestone Investment Advisors
Wisconsin
$107K +$107K +1,203 New
13 14
15
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