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Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.17%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.25B
3
AM
AGF Management
Ontario, Canada
$110M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$201M
5
Fidelity International
Fidelity International
Bermuda
$350M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$938M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.68B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
376
Janiczek Wealth Management
Colorado
$75.1K -$4.13K -49 -5%
DFA
377
DHJJ Financial Advisors
Illinois
$67.8K +$67.8K +803 New
BCA
378
Bray Capital Advisors
Florida
$67.5K – – –
AAP
379
Arax Advisory Partners
Colorado
$56.3K -$2.87K -34 -5%
CWM
380
Compass Wealth Management
Connecticut
$50.6K – – –
PGAM
381
Princeton Global Asset Management
New Jersey
$50.6K – – –
PTC
382
Private Trust Company
Ohio
$50.5K – – –
GWS
383
Glassman Wealth Services
Virginia
$46.3K +$1.77K +21 +4%
LM
384
Lincluden Management
Ontario, Canada
$46K -$3.49K -42 -7%
CA
385
Crewe Advisors
Utah
$43.5K +$16.9K +200 +63%
GBT
386
Grove Bank & Trust
Florida
$43K – – –
First Manhattan
387
First Manhattan
New York
$42.2K +$42.2K +500 New
JFGIW
388
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.8K -$170K -2,016 -81%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$38.2K +$17.3K +205 +83%
CAL
390
Capital Analysts LLC
Pennsylvania
$38K +$252 +3 +0.7%
BTI
391
Blue Trust Inc
Georgia
$34K – – –
SFFS
392
Stonehage Fleming Financial Services
Jersey
$33.3K +$33.3K +393 New
JMF
393
Johnson Midwest Financial
Iowa
$31K +$84 +1 +0.3%
WAS
394
Winch Advisory Services
Wisconsin
$30K – – –
CLOS
395
Compagnie Lombard Odier SCmA
Switzerland
$28.8K +$28.8K +340 New
ACA
396
Atlas Capital Advisors
Wyoming
$28.6K -$194K -2,302 -87%
EWA
397
EverSource Wealth Advisors
Alabama
$28.1K +$18.5K +219 +192%
HCP
398
Hexagon Capital Partners
Arkansas
$27.3K -$1.77K -21 -6%
ZB
399
Zions Bancorporation
Utah
$26.4K – – –
BF
400
BOK Financial
Oklahoma
$25.8K +$11.6K +154 +82%
14 15
16
17 18