BMO icon

Bank of Montreal
BMO

Overview Fund Activity

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.17B
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$844M
3
Goldman Sachs
Goldman Sachs
New York
$287M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297M
5
Morgan Stanley
Morgan Stanley
New York
$158M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$146M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Marshall Wace
Marshall Wace
United Kingdom
$5.01M
4
GC
Guardian Capital
Ontario, Canada
$258M
5
IIM
Intact Investment Management
Quebec, Canada
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
376
Steward Partners Investment Advisory
New York
$139K – – –
WB
377
Webster Bank
Connecticut
$135K – – –
CJL
378
Cyrus J. Lawrence
New York
$135K – – –
AF
379
Allworth Financial
California
$133K +$8.25K +86 +7%
BC
380
Bartlett & Co
Ohio
$128K – – –
BCWM
381
Bartlett & Co Wealth Management
Ohio
$128K – – –
TCOV
382
Trust Company of Vermont
Vermont
$121K +$121K +1,255 New
JEST
383
JTC Employer Solutions Trustee
Jersey
$112K – – –
SOW
384
State of Wyoming
Wyoming
$110K +$2.21K +23 +2%
SWA
385
Sutton Wealth Advisors
Florida
$105K – – –
AF
386
Advisornet Financial
Minnesota
$96K -$127K -1,320 -57%
WT
387
Washington Trust
Rhode Island
$96K – – –
TF
388
Tompkins Financial
New York
$96K – – –
JFA
389
JNBA Financial Advisors
Minnesota
$96K – – –
GLLW
390
Graves Light Lenhart Wealth
Virginia
$96K – – –
IHWM
391
Iron Horse Wealth Management
Iowa
$94K – – –
CIM
392
Contravisory Investment Management
Massachusetts
$92K -$1.16K -12 -1%
BBPWM
393
Blue Bell Private Wealth Management
Pennsylvania
$92K – – –
HI
394
Hudock Inc
Pennsylvania
$87K +$382 +4 +0.4%
AAP
395
Arax Advisory Partners
Colorado
$78K – – –
BCA
396
Bray Capital Advisors
Florida
$77K – – –
PP
397
Pacifica Partners
Canada
$76K – – –
CPA
398
Cowen Prime Advisors
New York
$72K – – –
FCT
399
First Community Trust
Iowa
$68K – – –
VVP
400
Venture Visionary Partners
Ohio
$66.5K +$66.5K +692 New
14 15
16
17 18