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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.41B
2
OAC
OMERS Administration Corp
Ontario, Canada
$236M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.12B
4
MSE
MUFG Securities EMEA
United Kingdom
$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.24B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
2
Fidelity International
Fidelity International
Bermuda
$301M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.21B
4
AM
AGF Management
Ontario, Canada
$0
5
Morgan Stanley
Morgan Stanley
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
376
Allworth Financial
California
$117K -$6.95K -77 -6%
IG
377
ING Group
Netherlands
$113K – – –
CSC
378
Caldwell Sutter Capital
California
$104K +$42.1K +466 +68%
IWP
379
Icon Wealth Partners
Texas
$103K – – –
CTC
380
Central Trust Company
Missouri
$93K – – –
TF
381
Tompkins Financial
New York
$90.3K – – –
WT
382
Washington Trust
Rhode Island
$90.3K – – –
AF
383
Advisornet Financial
Minnesota
$90.3K – – –
JFA
384
JNBA Financial Advisors
Minnesota
$90.3K – – –
IHWM
385
Iron Horse Wealth Management
Iowa
$88.5K – – –
BBPWM
386
Blue Bell Private Wealth Management
Pennsylvania
$86.7K – – –
RhumbLine Advisers
387
RhumbLine Advisers
Massachusetts
$85.8K +$85.8K +950 New
JWM
388
Janiczek Wealth Management
Colorado
$84.8K -$3.43K -38 -4%
WT
389
Whittier Trust
California
$83.6K -$27.9K -309 -25%
BCA
390
Bray Capital Advisors
Florida
$72.2K – – –
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$69K +$29.4K +325 +74%
RI
392
Ridgewood Investments
New Jersey
$68.7K -$9.94K -110 -13%
CPA
393
Cowen Prime Advisors
New York
$68K – – –
BWA
394
BDO Wealth Advisors
Florida
$67.9K – – –
AAP
395
Arax Advisory Partners
Colorado
$63.3K -$10.6K -117 -14%
LFASL
396
Lugano Financial Advisors SA (LFA)
Switzerland
$59.8K +$59.8K +500 New
PGAM
397
Princeton Global Asset Management
New Jersey
$54.2K – – –
CWM
398
Compass Wealth Management
Connecticut
$54.2K – – –
PTC
399
Private Trust Company
Ohio
$54K +$22.4K +248 +71%
LM
400
Lincluden Management
Ontario, Canada
$54K -$1.9M -21,000 -97%
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