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Bank of Montreal
BMO

508 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 177 increasing their positions, 137 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 48

29% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 137

19% more capital invested

Capital invested by funds: $28.6B → $34B (+$5.35B)

8% more funds holding in top 10

Funds holding in top 10: 24 → 26 (+2)

4% more funds holding

Funds holding: 488 → 508 (+20)

3.12% more ownership

Funds ownership: 41.34% → 44.46% (+3.1%)

32% less call options, than puts

Call options by funds: $389M | Put options by funds: $575M

Holders
508
Holders Change
+20
Holders Change %
+4.1%
% of All Funds
8.01%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
74
Increased
177
Reduced
137
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$971M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$430M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$203M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$196M
5
Bank of America
Bank of America
North Carolina
+$184M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$108M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$95.6M
3
Two Sigma Investments
Two Sigma Investments
New York
-$77.6M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$70.1M
5
Millennium Management
Millennium Management
New York
-$55.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
376
Bridges Investment Management
Nebraska
$236K – – –
PWPS
377
Pinnacle Wealth Planning Services
Ohio
$236K +$232K +1,999 New
LWM
378
Laidlaw Wealth Management
New York
$233K +$229K +1,974 New
CRC
379
Curi RMB Capital
Illinois
$232K – – –
AAS
380
Avantax Advisory Services
Texas
$228K +$5.33K +46 +2%
PWLP
381
Prio Wealth Limited Partnership
Massachusetts
$226K -$27K -233 -11%
EIG
382
Ellenbecker Investment Group
Wisconsin
$226K -$696 -6 -0.3%
BCM
383
Buckhead Capital Management
Georgia
$225K – – –
SFA
384
Sequoia Financial Advisors
Ohio
$225K +$221K +1,908 New
SMC
385
Smith, Moore & Co
Missouri
$223K – – –
EFL
386
ERn Financial LLC
Wisconsin
$218K +$215K +1,851 New
HCM
387
Heathbridge Capital Management
Ontario, Canada
$216K +$213K +1,835 New
KPWS
388
Kestra Private Wealth Services
Texas
$211K +$207K +1,787 New
AWA
389
Arete Wealth Advisors
Illinois
$211K +$208K +1,793 New
VT
390
Vise Technologies
New York
$210K +$206K +1,777 New
VWA
391
V Wealth Advisors
Kansas
$207K +$203K +1,754 New
RC
392
RegentAtlantic Capital
New Jersey
$206K +$202K +1,742 New
LWAC
393
Laurel Wealth Advisors (California)
California
$202K +$199K +1,716 New
FG
394
Foster Group
Iowa
$201K +$197K +1,701 New
VFA
395
Valeo Financial Advisors
Indiana
$200K +$197K +1,698 New
MBI
396
Montrusco Bolton Investments
Quebec, Canada
$200K +$197K +1,700 New
CAPTRUST Financial Advisors
397
CAPTRUST Financial Advisors
North Carolina
$199K -$95.1K -820 -33%
Bessemer Group
398
Bessemer Group
New Jersey
$188K -$2.9K -25 -2%
CT
399
Caldwell Trust
Florida
$177K – – –
SPIA
400
Steward Partners Investment Advisory
New York
$170K +$5.22K +45 +3%
14 15
16
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