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Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$985M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$438M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$203M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$199M
5
Bank of America
Bank of America
North Carolina
+$187M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$110M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$97.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$79M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$71.4M
5
Millennium Management
Millennium Management
New York
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
401
Bartlett & Co Wealth Management
Ohio
$157K +$157K +1,330 New
AF
402
Allworth Financial
California
$153K – – –
JEST
403
JTC Employer Solutions Trustee
Jersey
$137K – – –
SOW
404
State of Wyoming
Wyoming
$132K +$56.5K +480 +75%
SWA
405
Sutton Wealth Advisors
Florida
$129K – – –
T
406
TOBAM
France
$128K +$128K +1,085 New
GLLW
407
Graves Light Lenhart Wealth
Virginia
$118K – – –
WT
408
Washington Trust
Rhode Island
$118K – – –
JFA
409
JNBA Financial Advisors
Minnesota
$118K – – –
TF
410
Tompkins Financial
New York
$118K +$118K +1,000 New
IHWM
411
Iron Horse Wealth Management
Iowa
$116K – – –
SG Americas Securities
412
SG Americas Securities
New York
$115K +$115K +974 New
CIM
413
Contravisory Investment Management
Massachusetts
$114K – – –
BBPWM
414
Blue Bell Private Wealth Management
Pennsylvania
$113K – – –
HI
415
Hudock Inc
Pennsylvania
$107K +$354 +3 +0.3%
AAP
416
Arax Advisory Partners
Colorado
$96K +$8.37K +71 +10%
BCA
417
Bray Capital Advisors
Florida
$94K – – –
CTC
418
Central Trust Company
Missouri
$90K +$44.4K +375 +97%
PP
419
Pacifica Partners
Canada
$89K – – –
CPA
420
Cowen Prime Advisors
New York
$89K – – –
FCT
421
First Community Trust
Iowa
$83K – – –
T
422
TCWP
Ohio
$75K +$75K +643 New
CA
423
Crewe Advisors
Utah
$73K – – –
CFB
424
Cullen/Frost Bankers
Texas
$72K – – –
PGAM
425
Princeton Global Asset Management
New Jersey
$71K – – –
15 16
17
18 19