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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 %
BCV
401
Banque Cantonale Vaudoise
Switzerland
$25K – – –
VAG
402
VisionPoint Advisory Group
Texas
$21.8K +$9.28K +110 +74%
WOSD
403
WFA of San Diego
California
$21.1K – – –
Daiwa Securities Group
404
Daiwa Securities Group
Japan
$21K – – –
CFGS
405
Concourse Financial Group Securities
Alabama
$20.2K – – –
IWP
406
IAG Wealth Partners
Wisconsin
$19.2K +$13.6K +161 +240%
HFM
407
Harvest Fund Management
China
$19K – – –
FA
408
Financial Avengers
California
$18K – – –
FMP
409
Financial Management Professionals
Texas
$16K +$174 +2 +1%
NA
410
NewEdge Advisors
Louisiana
$15.5K +$84 +1 +0.5%
WAM
411
WFA Asset Management
Wisconsin
$15.3K – – –
GRP
412
Global Retirement Partners
California
$15.3K +$161 +2 +1%
CG
413
Cutler Group
California
$14K +$8.09K +100 +137%
ME
414
McIlrath & Eck
Washington
$13.5K – – –
GIA
415
GHP Investment Advisors
Colorado
$13K – – –
NIC
416
Northwest Investment Counselors
Oregon
$12.7K – – –
WIM
417
Westside Investment Management
California
$12.7K – – –
FWM
418
Focused Wealth Management
New York
$12.7K – – –
JWA
419
JFS Wealth Advisors
Pennsylvania
$11.6K -$5.23K -62 -31%
SIM
420
Studio Investment Management
Illinois
$11K +$11K +130 New
AssetMark Inc
421
AssetMark Inc
California
$10.7K -$428K -5,069 -98%
TCM
422
Tradewinds Capital Management
Washington
$10.5K – – –
GWSG
423
GPS Wealth Strategies Group
Colorado
$10.1K – – –
MA
424
MCF Advisors
Kentucky
$10K – – –
FMTCOCP
425
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
15 16
17
18 19