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Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$985M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$438M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$203M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$199M
5
Bank of America
Bank of America
North Carolina
+$187M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$110M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$97.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$79M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$71.4M
5
Millennium Management
Millennium Management
New York
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
376
Curi RMB Capital
Illinois
$232K – – –
AAS
377
Avantax Advisory Services
Texas
$228K +$5.4K +46 +2%
PWLP
378
Prio Wealth Limited Partnership
Massachusetts
$226K -$27.5K -233 -11%
EIG
379
Ellenbecker Investment Group
Wisconsin
$226K -$708 -6 -0.3%
BCM
380
Buckhead Capital Management
Georgia
$225K – – –
SFA
381
Sequoia Financial Advisors
Ohio
$225K +$225K +1,908 New
SMC
382
Smith, Moore & Co
Missouri
$223K – – –
EFL
383
ERn Financial LLC
Wisconsin
$218K +$218K +1,851 New
HCM
384
Heathbridge Capital Management
Ontario, Canada
$216K +$216K +1,835 New
KPWS
385
Kestra Private Wealth Services
Texas
$211K +$211K +1,787 New
AWA
386
Arete Wealth Advisors
Illinois
$211K +$211K +1,793 New
VT
387
Vise Technologies
New York
$210K +$210K +1,777 New
VWA
388
V Wealth Advisors
Kansas
$207K +$207K +1,754 New
RC
389
RegentAtlantic Capital
New Jersey
$206K +$206K +1,742 New
LWAC
390
Laurel Wealth Advisors (California)
California
$202K +$202K +1,716 New
FG
391
Foster Group
Iowa
$201K +$201K +1,701 New
VFA
392
Valeo Financial Advisors
Indiana
$200K +$200K +1,698 New
MBI
393
Montrusco Bolton Investments
Quebec, Canada
$200K +$200K +1,700 New
CAPTRUST Financial Advisors
394
CAPTRUST Financial Advisors
North Carolina
$199K -$96.7K -820 -33%
Bessemer Group
395
Bessemer Group
New Jersey
$188K -$2.94K -25 -2%
SPIA
396
Steward Partners Investment Advisory
New York
$170K +$5.31K +45 +3%
WB
397
Webster Bank
Connecticut
$165K – – –
CJL
398
Cyrus J. Lawrence
New York
$165K +$165K +1,400 New
JWM
399
Janiczek Wealth Management
Colorado
$159K +$1.18K +10 +0.7%
BC
400
Bartlett & Co
Ohio
$157K +$157K +1,330 New
14 15
16
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