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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
$1.06B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.05B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$836M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.35B
5
Bank of America
Bank of America
North Carolina
$334M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$115M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$362M
3
Two Sigma Investments
Two Sigma Investments
New York
$14.4M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$1.33B
5
Millennium Management
Millennium Management
New York
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
426
American Portfolios Advisors
New York
$70.2K – – –
MGIM
427
M&G Investment Management
United Kingdom
$66.2K +$35 +299 +0.1%
PI
428
PineBridge Investments
New York
$66K -$14.9K -102 -18%
SWM
429
Spire Wealth Management
Virginia
$63K – – –
DSC
430
Duncker Streett & Co
Missouri
$62K – – –
KPCM
431
Kings Point Capital Management
New York
$61K – – –
TVWM
432
Tower View Wealth Management
Wisconsin
$59K -$23.6K -200 -29%
CAL
433
Capital Analysts LLC
Pennsylvania
$52K +$238 +2 +0.5%
SWM
434
Selective Wealth Management
Virginia
$47K +$47K +400 New
SFFS
435
Stonehage Fleming Financial Services
Jersey
$46K – – –
WAS
436
Winch Advisory Services
Wisconsin
$41K – – –
CLOS
437
Compagnie Lombard Odier SCmA
Switzerland
$40K – – –
ZB
438
Zions Bancorporation
Utah
$38K +$935 +8 +3%
ETC
439
Exchange Traded Concepts
Oklahoma
$37K +$352 +3 +1%
BCV
440
Banque Cantonale Vaudoise
Switzerland
$35K – – –
GWS
441
Glassman Wealth Services
Virginia
$35K +$952 +8 +3%
JMF
442
Johnson Midwest Financial
Iowa
$34K – – –
IWP
443
IAG Wealth Partners
Wisconsin
$34K – – –
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$33K +$20.5K +172 +164%
GRP
445
Global Retirement Partners
California
$33K +$33K +313 New
DC
446
DeDora Capital
California
$32K +$32K +273 New
BFC
447
Bedel Financial Consulting
Indiana
$31K – – –
CFGS
448
Concourse Financial Group Securities
Alabama
$30K – – –
JWA
449
JFS Wealth Advisors
Pennsylvania
$29K +$22.5K +194 +346%
FA
450
Financial Avengers
California
$25K – – –
16 17
18
19 20