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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$216M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$127M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$124M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$101M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$47.9M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$202M
2
Fidelity International
Fidelity International
Bermuda
-$141M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$94.7M
4
Bank of America
Bank of America
North Carolina
-$62.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
376
State of Wyoming
Wyoming
$104K +$104K +1,164 New
IWP
377
Icon Wealth Partners
Texas
$102K +$102K +1,144 New
CTC
378
Central Trust Company
Missouri
$91.8K – – –
TF
379
Tompkins Financial
New York
$89.1K – – –
WT
380
Washington Trust
Rhode Island
$89.1K – – –
AF
381
Advisornet Financial
Minnesota
$89.1K – – –
JFA
382
JNBA Financial Advisors
Minnesota
$89.1K – – –
JWM
383
Janiczek Wealth Management
Colorado
$88.9K -$7.55K -83 -8%
ASN
384
Advisory Services Network
Georgia
$88.2K -$154K -1,732 -64%
IHWM
385
Iron Horse Wealth Management
Iowa
$87.3K – – –
BBPWM
386
Blue Bell Private Wealth Management
Pennsylvania
$85.5K – – –
RI
387
Ridgewood Investments
New Jersey
$77.6K +$77.6K +870 New
AAP
388
Arax Advisory Partners
Colorado
$72.9K – – –
BCA
389
Bray Capital Advisors
Florida
$71.3K – – –
CPA
390
Cowen Prime Advisors
New York
$68K – – –
BWA
391
BDO Wealth Advisors
Florida
$67K -$60.5K -679 -47%
CSC
392
Caldwell Sutter Capital
California
$61K +$61K +684 New
Group One Trading
393
Group One Trading
Illinois
$55.9K +$55.9K +627 New
CWM
394
Compass Wealth Management
Connecticut
$53.5K – – –
PGAM
395
Princeton Global Asset Management
New Jersey
$53.5K – – –
GBT
396
Grove Bank & Trust
Florida
$45.4K – – –
CAL
397
Capital Analysts LLC
Pennsylvania
$40K +$268 +3 +0.7%
SCA
398
Stonebridge Capital Advisors
Minnesota
$39.1K – – –
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$39K -$4.71K -53 -11%
GWS
400
Glassman Wealth Services
Virginia
$38.5K +$1.34K +15 +4%
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16
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