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Bank of Montreal
BMO

Overview Fund Activity

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.17B
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$844M
3
Goldman Sachs
Goldman Sachs
New York
$287M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297M
5
Morgan Stanley
Morgan Stanley
New York
$158M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$146M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Marshall Wace
Marshall Wace
United Kingdom
$5.01M
4
GC
Guardian Capital
Ontario, Canada
$258M
5
IIM
Intact Investment Management
Quebec, Canada
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
401
Central Trust Company
Missouri
$66K -$7.23K -75 -10%
CFB
402
Cullen/Frost Bankers
Texas
$59K – – –
PGAM
403
Princeton Global Asset Management
New Jersey
$58K – – –
SWM
404
SeaCrest Wealth Management
New York
$58K +$58K +605 New
APA
405
American Portfolios Advisors
New York
$57.2K – – –
PI
406
PineBridge Investments
New York
$56K – – –
MGIM
407
M&G Investment Management
United Kingdom
$54.3K +$31 +321 +0.1%
DSC
408
Duncker Streett & Co
Missouri
$51K – – –
BTI
409
Blue Trust Inc
Georgia
$45K +$45K +381 New
CAL
410
Capital Analysts LLC
Pennsylvania
$42K +$191 +2 +0.5%
1IA
411
1834 Investment Advisors
Wisconsin
$39K +$39K +403 New
SFFS
412
Stonehage Fleming Financial Services
Jersey
$38K – – –
WAS
413
Winch Advisory Services
Wisconsin
$34K – – –
PTC
414
Private Trust Company
Ohio
$34K +$34K +350 New
CLOS
415
Compagnie Lombard Odier SCmA
Switzerland
$33K – – –
ZB
416
Zions Bancorporation
Utah
$31K +$95 +1 +0.3%
GRP
417
Global Retirement Partners
California
$31K +$583 +6 +2%
GWS
418
Glassman Wealth Services
Virginia
$31K +$3.04K +32 +11%
BCV
419
Banque Cantonale Vaudoise
Switzerland
$29K – – –
JMF
420
Johnson Midwest Financial
Iowa
$28K – – –
JWA
421
JFS Wealth Advisors
Pennsylvania
$28K +$4.11K +43 +17%
MCC
422
Money Concepts Capital
Florida
$27K +$19.6K +200 +267%
CFGS
423
Concourse Financial Group Securities
Alabama
$25K – – –
WOSD
424
WFA of San Diego
California
$24K +$24K +250 New
Optiver Holding
425
Optiver Holding
Netherlands
$22K +$22K +224 New
15 16
17
18 19