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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
American Century Companies
Missouri
$8.17M
3
Franklin Resources
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
Bank of America
North Carolina
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
376
Webster Bank
Connecticut
$127K – – –
AF
377
Allworth Financial
California
$123K +$5.53K +61 +5%
T
378
TOBAM
France
$123K – – –
BCWM
379
Bartlett & Co Wealth Management
Ohio
$120K – – –
BC
380
Bartlett & Co
Ohio
$120K – – –
WT
381
Whittier Trust
California
$112K -$316K -3,492 -74%
TCOV
382
Trust Company of Vermont
Vermont
$111K -$3.17K -35 -3%
JEST
383
JTC Employer Solutions Trustee
Jersey
$105K – – –
JWM
384
Janiczek Wealth Management
Colorado
$103K -$1.07K -11 -1%
CTC
385
Central Trust Company
Missouri
$93.3K -$8.61K -95 -8%
TF
386
Tompkins Financial
New York
$91K – – –
WT
387
Washington Trust
Rhode Island
$90.6K – – –
AF
388
Advisornet Financial
Minnesota
$90.6K – – –
JFA
389
JNBA Financial Advisors
Minnesota
$90.6K – – –
IHWM
390
Iron Horse Wealth Management
Iowa
$89K +$66.3K +730 +292%
BBPWM
391
Blue Bell Private Wealth Management
Pennsylvania
$87K – – –
CIM
392
Contravisory Investment Management
Massachusetts
$86.3K -$272 -3 -0.3%
AAP
393
Arax Advisory Partners
Colorado
$74.1K -$181 -2 -0.2%
BCA
394
Bray Capital Advisors
Florida
$72.5K – – –
CPA
395
Cowen Prime Advisors
New York
$68K – – –
SWA
396
Sutton Wealth Advisors
Florida
$56.9K -$42.2K -466 -43%
CWM
397
Compass Wealth Management
Connecticut
$54.4K +$54.4K +600 New
PGAM
398
Princeton Global Asset Management
New Jersey
$54K – – –
NA
399
NewEdge Advisors
Louisiana
$51.3K +$51.3K +748 New
DSC
400
Duncker Streett & Co
Missouri
$47.7K – – –
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