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Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$1.06B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.05B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$836M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.35B
5
Bank of America
Bank of America
North Carolina
$334M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$115M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$362M
3
Two Sigma Investments
Two Sigma Investments
New York
$14.4M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$1.33B
5
Millennium Management
Millennium Management
New York
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
451
Sargent Bickham Lagudis
Colorado
$25K – – –
WAM
452
WFA Asset Management
Wisconsin
$21.4K +$21.4K +181 New
ME
453
McIlrath & Eck
Washington
$19K – – –
GIA
454
GHP Investment Advisors
Colorado
$19K +$19K +161 New
LS
455
Leelyn Smith
Illinois
$18K – – –
FWM
456
Focused Wealth Management
New York
$18K – – –
NIC
457
Northwest Investment Counselors
Oregon
$18K – – –
CP
458
Corbenic Partners
Pennsylvania
$18K – – –
FMII
459
Farmers & Merchants Investments Inc
Nebraska
$17K -$2.5K -21 -13%
FMP
460
Financial Management Professionals
Texas
$17K +$2.19K +18 +15%
AWM
461
Avior Wealth Management
Nebraska
$17K +$2.23K +19 +15%
TCM
462
Tradewinds Capital Management
Washington
$15K – – –
FPS
463
Fieldpoint Private Securities
Connecticut
$14K – – –
AssetMark Inc
464
AssetMark Inc
California
$14K – – –
GWSG
465
GPS Wealth Strategies Group
Colorado
$14K – – –
OC
466
Oakworth Capital
Alabama
$13K – – –
TAIM
467
TD Ameritrade Investment Management
Nebraska
$13K +$13K +106 New
MA
468
MCF Advisors
Kentucky
$13K +$13K +110 New
SCA
469
Stonebridge Capital Advisors
Minnesota
$12K -$9K -75 -43%
MPWT
470
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
MSFP
471
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
CSB
472
City State Bank
Iowa
$12K +$12K +100 New
CP
473
Castleview Partners
Texas
$11K -$1.17M -10,672 -99%
IA
474
IFP Advisors
Florida
$11K +$11K +178 New
MWC
475
MBM Wealth Consultants
Missouri
$10K – – –
17 18
19
20 21