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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 %
Swedbank
351
Swedbank
Sweden
$177K +$177K +2,096 New
TC
352
Tacita Capital
Ontario, Canada
$169K -$332K -3,920 -66%
OA
353
Operose Advisors
Wisconsin
$148K – – –
AWM
354
Avior Wealth Management
Nebraska
$141K – – –
QCG
355
Quadrant Capital Group
Ohio
$122K -$39.7K -471 -25%
WB
356
Webster Bank
Connecticut
$118K – – –
T
357
TOBAM
France
$115K – – –
BCWM
358
Bartlett & Co Wealth Management
Ohio
$112K – – –
BC
359
Bartlett & Co
Ohio
$112K – – –
AF
360
Allworth Financial
California
$111K +$844 +10 +0.8%
MIA
361
Milestone Investment Advisors
Wisconsin
$108K +$108K +1,277 New
IG
362
ING Group
Netherlands
$105K – – –
CSC
363
Caldwell Sutter Capital
California
$96.4K -$591 -7 -0.6%
HNB
364
Huntington National Bank
Ohio
$96.3K -$49.3K -584 -34%
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$93K +$28.3K +335 +44%
RhumbLine Advisers
366
RhumbLine Advisers
Massachusetts
$92.4K +$12.2K +145 +15%
CTC
367
Central Trust Company
Missouri
$86.9K – – –
TF
368
Tompkins Financial
New York
$84.4K – – –
WT
369
Washington Trust
Rhode Island
$84.4K – – –
AF
370
Advisornet Financial
Minnesota
$84.4K – – –
JFA
371
JNBA Financial Advisors
Minnesota
$84.4K – – –
IHWM
372
Iron Horse Wealth Management
Iowa
$82.7K – – –
BBPWM
373
Blue Bell Private Wealth Management
Pennsylvania
$81K – – –
WT
374
Whittier Trust
California
$78.1K – – –
PFA
375
Pathway Financial Advisers
Indiana
$77.9K +$77.9K +923 New
13 14
15
16 17