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Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.17%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.25B
3
AM
AGF Management
Ontario, Canada
$110M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$201M
5
Fidelity International
Fidelity International
Bermuda
$350M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$938M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.68B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVCP
426
Silicon Valley Capital Partners
California
$9.8K +$84 +1 +0.9%
EARNEST Partners
427
EARNEST Partners
Georgia
$9.28K – – –
SCA
428
Stonebridge Capital Advisors
Minnesota
$8.44K -$28.6K -339 -77%
CP
429
Castleview Partners
Texas
$8.44K – – –
MSFP
430
Mark Sheptoff Financial Planning
Connecticut
$8.44K – – –
HL
431
HeadInvest LLC
Maine
$8.16K +$8.16K +100 New
ETC
432
Exchange Traded Concepts
Oklahoma
$8.1K +$1.01K +12 +14%
CSB
433
City State Bank
Iowa
$8K – – –
BNP Paribas Financial Markets
434
BNP Paribas Financial Markets
France
$7K – – –
PO
435
Private Ocean
California
$6.16K – – –
VWM
436
Venturi Wealth Management
Texas
$5.06K – – –
CFD
437
Creative Financial Designs
Indiana
$4.6K +$84 +1 +2%
IA
438
IFP Advisors
Florida
$4.22K – – –
PCM
439
Penserra Capital Management
California
$4K +$1.33K +19 +50%
FP
440
Financial Perspectives
Minnesota
$3.75K – – –
M
441
MOTCO
Texas
$3.38K – – –
CTA
442
Colonial Trust Advisors
South Carolina
$3.38K – – –
BIA
443
Bell Investment Advisors
California
$3.29K +$2.19K +26 +200%
SWM
444
Sugarloaf Wealth Management
Georgia
$2.78K – – –
WPWM
445
Western Pacific Wealth Management
Illinois
$2.7K – – –
FHA
446
First Horizon Advisors
Tennessee
$2.36K – – –
SSB
447
Sandy Spring Bank
Maryland
$1.94K – – –
CFB
448
Cullen/Frost Bankers
Texas
$1.01K – – –
BWM
449
Baystate Wealth Management
Massachusetts
$1K – – –
LFA
450
LGT Financial Advisors
Texas
$506 +$506 +6 New
16 17
18
19 20