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Bank of Montreal
BMO

Overview Fund Activity

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.17B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$844M
3
Goldman Sachs
3
Goldman Sachs
New York
$287M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$146M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$5.01M
4
GC
4
Guardian Capital
Ontario, Canada
$258M
5
IIM
5
Intact Investment Management
Quebec, Canada
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWC
451
MBM Wealth Consultants
Missouri
$8K – – –
EARNEST Partners
452
EARNEST Partners
Georgia
$8K – – –
GIS
453
Grayhawk Investment Strategies
Alberta, Canada
$8K +$8K +66 New
SC
454
Schubert & Co
Texas
$8K +$8K +87 New
IWP
455
IAG Wealth Partners
Wisconsin
$6K -$19.9K -222 -77%
EWA
456
EverSource Wealth Advisors
Alabama
$6K – – –
GI
457
Gradient Investments
Minnesota
$6K – – –
HWA
458
HHM Wealth Advisors
Tennessee
$6K – – –
BIA
459
Bell Investment Advisors
California
$6K +$6K +65 New
RIM
460
Rockbridge Investment Management
New York
$5K – – –
TH
461
TCTC Holdings
Texas
$5K – – –
HPC
462
HM Payson & Co
Maine
$5K – – –
SMG
463
Spectrum Management Group
Indiana
$5K – – –
MWM
464
Mascoma Wealth Management
New Hampshire
$5K – – –
VRM
465
Vectors Research Management
New York
$5K – – –
CFD
466
Creative Financial Designs
Indiana
$5K +$96 +1 +2%
FP
467
Financial Perspectives
Minnesota
$4.1K +$95 +1 +2%
M
468
MOTCO
Texas
$4K – – –
Acadian Asset Management
469
Acadian Asset Management
Massachusetts
$4K – – –
FMB
470
Field & Main Bank
Kentucky
$4K +$4K +40 New
DI
471
Disciplined Investments
Oklahoma
$3K – – –
SWM
472
Sugarloaf Wealth Management
Georgia
$3K – – –
WPWM
473
Western Pacific Wealth Management
Illinois
$3K – – –
PPWM
474
PFG Private Wealth Management
Florida
$3K – – –
CI
475
CX Institutional
Indiana
$3K +$3K +33 New
17 18
19
20 21