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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$152M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$131M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
+$108M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$88.8M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$236M
2
Goldman Sachs
Goldman Sachs
New York
-$164M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$105M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$63M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
376
JNBA Financial Advisors
Minnesota
$88K – – –
BBPWM
377
Blue Bell Private Wealth Management
Pennsylvania
$84K – – –
CIM
378
Contravisory Investment Management
Massachusetts
$84K – – –
HI
379
Hudock Inc
Pennsylvania
$80K +$349 +4 +0.4%
PP
380
Pacifica Partners
Canada
$79K +$10.9K +123 +16%
AAP
381
Arax Advisory Partners
Colorado
$72K +$527 +6 +0.7%
BCA
382
Bray Capital Advisors
Florida
$70K – – –
CPA
383
Cowen Prime Advisors
New York
$66K – – –
PI
384
PineBridge Investments
New York
$55K – – –
CFB
385
Cullen/Frost Bankers
Texas
$54K – – –
PGAM
386
Princeton Global Asset Management
New Jersey
$53K – – –
APA
387
American Portfolios Advisors
New York
$52.1K – – –
BTI
388
Blue Trust Inc
Georgia
$50K +$13.1K +135 +35%
DSC
389
Duncker Streett & Co
Missouri
$46K – – –
CAL
390
Capital Analysts LLC
Pennsylvania
$39K +$265 +3 +0.7%
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$39K +$25.7K +292 +193%
TRCT
392
Tower Research Capital (TRC)
New York
$36K -$876K -9,977 -96%
HCP
393
Hexagon Capital Partners
Arkansas
$35K +$17.8K +205 +104%
WAS
394
Winch Advisory Services
Wisconsin
$31K – – –
PTC
395
Private Trust Company
Ohio
$31K – – –
CLOS
396
Compagnie Lombard Odier SCmA
Switzerland
$30K – – –
Daiwa Securities Group
397
Daiwa Securities Group
Japan
$30K +$30K +340 New
GWS
398
Glassman Wealth Services
Virginia
$29K +$610 +7 +2%
GRP
399
Global Retirement Partners
California
$28K -$1.38K -15 -5%
ZB
400
Zions Bancorporation
Utah
$28K -$795 -9 -3%
14 15
16
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