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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$152M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$131M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
+$108M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$88.8M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$236M
2
Goldman Sachs
Goldman Sachs
New York
-$164M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$105M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$63M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
401
Banque Cantonale Vaudoise
Switzerland
$26K – – –
MCC
402
Money Concepts Capital
Florida
$24K – – –
FMP
403
Financial Management Professionals
Texas
$24K +$5.63K +64 +31%
IHWM
404
Iron Horse Wealth Management
Iowa
$22K -$64.2K -730 -74%
MGIM
405
M&G Investment Management
United Kingdom
$21K -$28.3K -323,154 -57%
CFGS
406
Concourse Financial Group Securities
Alabama
$21K -$1.4K -16 -6%
FA
407
Financial Avengers
California
$19K – – –
SBL
408
Sargent Bickham Lagudis
Colorado
$18K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
409
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K -$105M -1,191,160 -100%
WAM
410
WFA Asset Management
Wisconsin
$15.9K – – –
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$15K +$2.52K +28 +20%
GIA
412
GHP Investment Advisors
Colorado
$14K – – –
ME
413
McIlrath & Eck
Washington
$14K – – –
AWM
414
Avior Wealth Management
Nebraska
$13K – – –
FWM
415
Focused Wealth Management
New York
$13K – – –
NIC
416
Northwest Investment Counselors
Oregon
$13K – – –
JWA
417
JFS Wealth Advisors
Pennsylvania
$12K -$13.5K -155 -53%
ETC
418
Exchange Traded Concepts
Oklahoma
$12K -$4.89K -57 -29%
GWSG
419
GPS Wealth Strategies Group
Colorado
$11K – – –
TCM
420
Tradewinds Capital Management
Washington
$11K – – –
IA
421
IFP Advisors
Florida
$11K +$61 +1 +0.6%
OC
422
Oakworth Capital
Alabama
$10K – – –
MA
423
MCF Advisors
Kentucky
$10K – – –
CP
424
Castleview Partners
Texas
$9K -$3.52M -39,121 -100%
SSG
425
Summit Securities Group
New York
$9K -$180 -2 -2%
15 16
17
18 19