BMO icon

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
$426M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.12B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.75B
4
BGC
Beutel, Goodman & Co
Ontario, Canada
$394M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$733M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$584M
2
Goldman Sachs
Goldman Sachs
New York
$97.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$710M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
426
Stonebridge Capital Advisors
Minnesota
$9K – – –
MSFP
427
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
CSB
428
City State Bank
Iowa
$9K – – –
SC
429
Schubert & Co
Texas
$9K +$1.68K +20 +23%
MWC
430
MBM Wealth Consultants
Missouri
$8K – – –
RG
431
Retirement Group
California
$8K +$8K +95 New
EARNEST Partners
432
EARNEST Partners
Georgia
$7K – – –
BIA
433
Bell Investment Advisors
California
$6K – – –
EWA
434
EverSource Wealth Advisors
Alabama
$6K – – –
IWP
435
IAG Wealth Partners
Wisconsin
$6K – – –
CFD
436
Creative Financial Designs
Indiana
$5K – – –
HGERS
437
Householder Group Estate & Retirement Specialist
Arizona
$5K +$5K +62 New
MWM
438
Mascoma Wealth Management
New Hampshire
$4K – – –
M
439
MOTCO
Texas
$4K – – –
TH
440
TCTC Holdings
Texas
$4K – – –
SMG
441
Spectrum Management Group
Indiana
$4K – – –
FP
442
Financial Perspectives
Minnesota
$3.76K – – –
Acadian Asset Management
443
Acadian Asset Management
Massachusetts
$3K – – –
SWM
444
Sugarloaf Wealth Management
Georgia
$3K – – –
PPWM
445
PFG Private Wealth Management
Florida
$3K – – –
SSB
446
Sandy Spring Bank
Maryland
$2K – – –
FHA
447
First Horizon Advisors
Tennessee
$2K – – –
WPWM
448
Western Pacific Wealth Management
Illinois
$2K – – –
BWM
449
Baystate Wealth Management
Massachusetts
$1K – – –
FGAM
450
Financial Gravity Asset Management
Texas
$32 -$3 -8 -8%
16 17
18
19 20