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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 %
GWS
401
Glassman Wealth Services
Virginia
$47.7K +$8.67K +96 +22%
GBT
402
Grove Bank & Trust
Florida
$46.1K – – –
CAL
403
Capital Analysts LLC
Pennsylvania
$41K +$273 +3 +0.7%
SCA
404
Stonebridge Capital Advisors
Minnesota
$39.6K – – –
BTI
405
Blue Trust Inc
Georgia
$34K -$803 -9 -2%
JMF
406
Johnson Midwest Financial
Iowa
$33.1K +$7.23K +80 +28%
WAS
407
Winch Advisory Services
Wisconsin
$32K – – –
HCP
408
Hexagon Capital Partners
Arkansas
$31.1K +$7.23K +80 +30%
CA
409
Crewe Advisors
Utah
$28.4K +$28.4K +315 New
ZB
410
Zions Bancorporation
Utah
$28.3K +$632 +7 +2%
BCV
411
Banque Cantonale Vaudoise
Switzerland
$27K – – –
PIAS
412
PCA Investment Advisory Services
Ohio
$25.8K +$25.8K +286 New
Daiwa Securities Group
413
Daiwa Securities Group
Japan
$23K – – –
WOSD
414
WFA of San Diego
California
$22.6K +$22.6K +250 New
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$22.4K +$1.26K +14 +6%
SF
416
Safeguard Financial
Wisconsin
$22K +$22K +251 New
CFGS
417
Concourse Financial Group Securities
Alabama
$21.7K – – –
HFM
418
Harvest Fund Management
China
$20K – – –
FA
419
Financial Avengers
California
$19.2K – – –
JWA
420
JFS Wealth Advisors
Pennsylvania
$18K +$1.63K +18 +10%
GRP
421
Global Retirement Partners
California
$17K -$181 -2 -1%
BF
422
BOK Financial
Oklahoma
$17K – – –
NA
423
NewEdge Advisors
Louisiana
$16.5K – – –
WAM
424
WFA Asset Management
Wisconsin
$16.3K – – –
FMP
425
Financial Management Professionals
Texas
$16K +$3.6K +41 +29%
15 16
17
18 19