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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
American Century Companies
Missouri
$8.17M
3
Franklin Resources
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
Bank of America
North Carolina
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
451
Bell Investment Advisors
California
$5.89K – – –
PFA
452
Pathway Financial Advisers
Indiana
$5.44K +$5.44K +60 New
HGERS
453
Householder Group Estate & Retirement Specialist
Arizona
$5K – – –
CFD
454
Creative Financial Designs
Indiana
$4.77K +$90 +1 +2%
MWM
455
Mascoma Wealth Management
New Hampshire
$4.53K – – –
FP
456
Financial Perspectives
Minnesota
$3.92K – – –
M
457
MOTCO
Texas
$3.62K – – –
CTA
458
Colonial Trust Advisors
South Carolina
$3.62K +$3.62K +40 New
PPWM
459
PFG Private Wealth Management
Florida
$3K – – –
Acadian Asset Management
460
Acadian Asset Management
Massachusetts
$3K – – –
PCM
461
Penserra Capital Management
California
$3K +$3K +36 New
SWM
462
Sugarloaf Wealth Management
Georgia
$2.99K – – –
WPWM
463
Western Pacific Wealth Management
Illinois
$2.9K – – –
FHA
464
First Horizon Advisors
Tennessee
$2.54K – – –
FCA
465
Fortis Capital Advisors
Kansas
$2.36K +$2.36K +26 New
SSB
466
Sandy Spring Bank
Maryland
$2.08K – – –
CFB
467
Cullen/Frost Bankers
Texas
$1.09K -$54.4K -600 -98%
GFWA
468
Grey Fox Wealth Advisors
Delaware
$1.09K +$1.09K +12 New
CA
469
CoreCap Advisors
Michigan
$1.09K +$1.09K +12 New
BWM
470
Baystate Wealth Management
Massachusetts
$1K – – –
N
471
Natixis
France
$91 -$209K -2,294 -100%
MFT
472
Moisand Fitzgerald Tamayo
Florida
$91 – – –
WIM
473
Westside Investment Management
California
$13 – – –
WCA
474
Waratah Capital Advisors
Ontario, Canada
– -$5.59M -63,781 Closed
QC
475
Quadrature Capital
United Kingdom
– -$2.89M -32,600 Closed
17 18
19
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