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

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$146M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$5.01M
4
GC
4
Guardian Capital
Ontario, Canada
$258M
5
IIM
5
Intact Investment Management
Quebec, Canada
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
426
Sargent Bickham Lagudis
Colorado
$20K – – –
FA
427
Financial Avengers
California
$20K – – –
FMP
428
Financial Management Professionals
Texas
$20K +$6.6K +69 +49%
ETC
429
Exchange Traded Concepts
Oklahoma
$19K -$11.4K -118 -37%
HCP
430
Hexagon Capital Partners
Arkansas
$19K +$19K +198 New
WAM
431
WFA Asset Management
Wisconsin
$17.4K – – –
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$15K -$12.5K -126 -45%
ME
433
McIlrath & Eck
Washington
$15K – – –
GIA
434
GHP Investment Advisors
Colorado
$15K – – –
CP
435
Corbenic Partners
Pennsylvania
$15K – – –
AWM
436
Avior Wealth Management
Nebraska
$15K +$1.32K +14 +10%
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
NIC
438
Northwest Investment Counselors
Oregon
$14K – – –
FWM
439
Focused Wealth Management
New York
$14K – – –
LS
440
Leelyn Smith
Illinois
$14K – – –
MPWT
441
MassMutual Private Wealth & Trust
Connecticut
$13K +$3.65K +39 +39%
TCM
442
Tradewinds Capital Management
Washington
$12K – – –
GWSG
443
GPS Wealth Strategies Group
Colorado
$12K +$100 +1 +0.8%
MA
444
MCF Advisors
Kentucky
$11K – – –
IA
445
IFP Advisors
Florida
$11K – – –
OC
446
Oakworth Capital
Alabama
$10K – – –
SCA
447
Stonebridge Capital Advisors
Minnesota
$10K – – –
MSFP
448
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
CSB
449
City State Bank
Iowa
$10K – – –
SSG
450
Summit Securities Group
New York
$10K +$10K +102 New
16 17
18
19 20