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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$216M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$127M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$124M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$101M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$47.9M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$202M
2
Fidelity International
Fidelity International
Bermuda
-$141M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$94.7M
4
Bank of America
Bank of America
North Carolina
-$62.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
426
Westside Investment Management
California
$13.4K – – –
FWM
427
Focused Wealth Management
New York
$13.4K – – –
FMP
428
Financial Management Professionals
Texas
$13K -$11.1K -120 -46%
SSC
429
Syverson Strege & Co
Iowa
$12.9K +$12.9K +145 New
TCM
430
Tradewinds Capital Management
Washington
$11.1K – – –
GWSG
431
GPS Wealth Strategies Group
Colorado
$10.7K +$10.7K +120 New
FMTCOCP
432
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
MA
433
MCF Advisors
Kentucky
$9.8K – – –
OC
434
Oakworth Capital
Alabama
$9.71K – – –
ETC
435
Exchange Traded Concepts
Oklahoma
$9.18K +$535 +6 +6%
CSB
436
City State Bank
Iowa
$9K – – –
MSFP
437
Mark Sheptoff Financial Planning
Connecticut
$8.91K – – –
CP
438
Castleview Partners
Texas
$8.91K +$8.91K +100 New
MWC
439
MBM Wealth Consultants
Missouri
$8K – – –
EARNEST Partners
440
EARNEST Partners
Georgia
$7.22K – – –
PO
441
Private Ocean
California
$6.51K +$6.51K +73 New
HGERS
442
Householder Group Estate & Retirement Specialist
Arizona
$6K – – –
IWP
443
IAG Wealth Partners
Wisconsin
$5.97K – – –
PFA
444
Pathway Financial Advisers
Indiana
$5.35K – – –
VWM
445
Venturi Wealth Management
Texas
$5.35K +$5.35K +60 New
CFD
446
Creative Financial Designs
Indiana
$4.74K – – –
Commonwealth Equity Services
447
Commonwealth Equity Services
Massachusetts
$4.67K +$1.24K +13,858 +36%
MWM
448
Mascoma Wealth Management
New Hampshire
$4.51K – – –
FP
449
Financial Perspectives
Minnesota
$3.89K +$88 +1 +2%
SC
450
Schubert & Co
Texas
$3.74K -$4.55K -51 -55%
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