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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$216M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$127M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$124M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$101M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$47.9M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$202M
2
Fidelity International
Fidelity International
Bermuda
-$141M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$94.7M
4
Bank of America
Bank of America
North Carolina
-$62.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
451
MOTCO
Texas
$3.56K – – –
CTA
452
Colonial Trust Advisors
South Carolina
$3.56K – – –
PCM
453
Penserra Capital Management
California
$3K +$158 +2 +6%
SWM
454
Sugarloaf Wealth Management
Georgia
$2.94K – – –
IA
455
IFP Advisors
Florida
$2.93K -$2.93K -50 -50%
WPWM
456
Western Pacific Wealth Management
Illinois
$2.85K – – –
EWA
457
EverSource Wealth Advisors
Alabama
$2.76K -$6.15K -69 -69%
BIA
458
Bell Investment Advisors
California
$2.59K -$3.21K -36 -55%
FHA
459
First Horizon Advisors
Tennessee
$2.5K – – –
FCA
460
Fortis Capital Advisors
Kansas
$2.32K – – –
SSB
461
Sandy Spring Bank
Maryland
$2.05K – – –
CFB
462
Cullen/Frost Bankers
Texas
$1.07K – – –
GFWA
463
Grey Fox Wealth Advisors
Delaware
$1.07K – – –
BWM
464
Baystate Wealth Management
Massachusetts
$1.04K – – –
MFT
465
Moisand Fitzgerald Tamayo
Florida
$90 – – –
N
466
Natixis
France
$89 – – –
FGAM
467
Financial Gravity Asset Management
Texas
$33 +$33 +89 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
468
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$202M -2,227,550 Closed
IAIM
469
International Assets Investment Management
Florida
– -$509K -505,077 Closed
Renaissance Technologies
470
Renaissance Technologies
New York
– -$39.3M -433,795 Closed
BCM
471
Barometer Capital Management
Ontario, Canada
– -$12.9M -144,538 Closed
MIM
472
Manitou Investment Management
Ontario, Canada
– -$10.1M -111,765 Closed
MME
473
Meag Munich Ergo
Germany
– -$4.14M -45,714 Closed
MAM
474
Monaco Asset Management
Monaco
– -$4.05M -44,700 Closed
MML Investors Services
475
MML Investors Services
Massachusetts
– -$2.45M -26,982 Closed
17 18
19
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