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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.41B
2
OAC
OMERS Administration Corp
Ontario, Canada
$236M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.12B
4
MSE
MUFG Securities EMEA
United Kingdom
$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.24B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
2
Fidelity International
Fidelity International
Bermuda
$301M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.21B
4
AM
AGF Management
Ontario, Canada
$0
5
Morgan Stanley
Morgan Stanley
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
426
McIlrath & Eck
Washington
$14.5K – – –
GIA
427
GHP Investment Advisors
Colorado
$14.2K – – –
SIC
428
Salem Investment Counselors
North Carolina
$13.8K +$13.8K +153 New
NIC
429
Northwest Investment Counselors
Oregon
$13.5K – – –
WIM
430
Westside Investment Management
California
$13.5K – – –
FWM
431
Focused Wealth Management
New York
$13.5K – – –
VAG
432
VisionPoint Advisory Group
Texas
$13.4K +$13.4K +148 New
TCM
433
Tradewinds Capital Management
Washington
$11.3K – – –
FMTCOCP
434
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
GWSG
435
GPS Wealth Strategies Group
Colorado
$10.8K – – –
SVCP
436
Silicon Valley Capital Partners
California
$10.4K +$10.4K +115 New
EWA
437
EverSource Wealth Advisors
Alabama
$10.3K +$7.5K +83 +268%
MA
438
MCF Advisors
Kentucky
$10K – – –
MSFP
439
Mark Sheptoff Financial Planning
Connecticut
$9.03K – – –
CP
440
Castleview Partners
Texas
$9.03K – – –
CSB
441
City State Bank
Iowa
$9K – – –
ETC
442
Exchange Traded Concepts
Oklahoma
$7.59K -$1.72K -19 -18%
BNP Paribas Financial Markets
443
BNP Paribas Financial Markets
France
$7.5K -$410K -4,536 -98%
EARNEST Partners
444
EARNEST Partners
Georgia
$7.32K – – –
PO
445
Private Ocean
California
$6.59K – – –
IWP
446
IAG Wealth Partners
Wisconsin
$6.05K – – –
CG
447
Cutler Group
California
$6K +$6K +73 New
VWM
448
Venturi Wealth Management
Texas
$5.42K – – –
CFD
449
Creative Financial Designs
Indiana
$4.86K +$90 +1 +2%
IA
450
IFP Advisors
Florida
$4.52K – – –
16 17
18
19 20