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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.41B
2
OAC
OMERS Administration Corp
Ontario, Canada
$236M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.12B
4
MSE
MUFG Securities EMEA
United Kingdom
$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.24B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
2
Fidelity International
Fidelity International
Bermuda
$301M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.21B
4
AM
AGF Management
Ontario, Canada
$0
5
Morgan Stanley
Morgan Stanley
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
451
Financial Perspectives
Minnesota
$3.98K – – –
M
452
MOTCO
Texas
$3.61K – – –
CTA
453
Colonial Trust Advisors
South Carolina
$3.61K – – –
Acadian Asset Management
454
Acadian Asset Management
Massachusetts
$3K -$321K -4,500 -99%
PCM
455
Penserra Capital Management
California
$3K – – –
SWM
456
Sugarloaf Wealth Management
Georgia
$2.98K – – –
KFI
457
Key Financial Inc
Pennsylvania
$2.98K +$2.98K +33 New
WPWM
458
Western Pacific Wealth Management
Illinois
$2.89K – – –
FHA
459
First Horizon Advisors
Tennessee
$2.53K – – –
SSB
460
Sandy Spring Bank
Maryland
$2.08K – – –
BIA
461
Bell Investment Advisors
California
$1.18K -$1.45K -16 -55%
CFB
462
Cullen/Frost Bankers
Texas
$1.08K – – –
BWM
463
Baystate Wealth Management
Massachusetts
$1.06K – – –
CJL
464
Cyrus J. Lawrence
New York
$126 – – –
MFT
465
Moisand Fitzgerald Tamayo
Florida
$91 – – –
AM
466
AGF Management
Ontario, Canada
– -$186M -2,088,905 Closed
TIM
467
Timelo Investment Management
Ontario, Canada
– -$9.36M -105,000 Closed
WBC
468
Westpac Banking Corp
Australia
– -$9.61M -79,850 Closed
CAM
469
ClariVest Asset Management
California
– -$7.03M -78,724 Closed
Voloridge Investment Management
470
Voloridge Investment Management
Florida
– -$2.87M -32,258 Closed
BC
471
Brookfield Corp
Ontario, Canada
– -$2.71M -30,273 Closed
CP
472
CenterBook Partners
Connecticut
– -$2.37M -26,575 Closed
DTL
473
Dynamic Technology Lab
Singapore
– -$1.61M -18,070 Closed
DGAM
474
Desjardins Global Asset Management
Quebec, Canada
– -$1.54M -17,314 Closed
SNT
475
SIG North Trading
Pennsylvania
– -$1.49M -16,725 Closed
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