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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
American Century Companies
Missouri
$8.17M
3
Franklin Resources
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
Bank of America
North Carolina
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
426
WFA Asset Management
Wisconsin
$16.4K – – –
JWA
427
JFS Wealth Advisors
Pennsylvania
$15.4K +$2.9K +32 +23%
GIA
428
GHP Investment Advisors
Colorado
$14.6K – – –
ME
429
McIlrath & Eck
Washington
$14.5K – – –
AWM
430
Avior Wealth Management
Nebraska
$14.4K – – –
USCWA
431
U.S. Capital Wealth Advisors
Texas
$14K +$14K +155 New
NIC
432
Northwest Investment Counselors
Oregon
$13.6K – – –
FWM
433
Focused Wealth Management
New York
$13.6K – – –
DJSG
434
D.J. St. Germain
Massachusetts
$11.6K -$172 -1,895 -1%
TCM
435
Tradewinds Capital Management
Washington
$11.3K – – –
FMTCOCP
436
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K +$11K +117 New
MA
437
MCF Advisors
Kentucky
$9.97K – – –
EARNEST Partners
438
EARNEST Partners
Georgia
$9.94K – – –
OC
439
Oakworth Capital
Alabama
$9.88K – – –
AWM
440
Accurate Wealth Management
Florida
$9.51K +$9.51K +100 New
MSFP
441
Mark Sheptoff Financial Planning
Connecticut
$9.06K – – –
EWA
442
EverSource Wealth Advisors
Alabama
$9.06K +$3.35K +37 +59%
SSG
443
Summit Securities Group
New York
$9K – – –
CSB
444
City State Bank
Iowa
$9K – – –
ETC
445
Exchange Traded Concepts
Oklahoma
$8.79K -$3.9K -43 -31%
SC
446
Schubert & Co
Texas
$8.43K -$1.27K -14 -13%
MWC
447
MBM Wealth Consultants
Missouri
$8K – – –
GIS
448
Grayhawk Investment Strategies
Alberta, Canada
$6.98K +$6.98K +1,750 New
IWP
449
IAG Wealth Partners
Wisconsin
$6.07K – – –
IA
450
IFP Advisors
Florida
$6K -$4.74K -79 -44%
16 17
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