BMO icon

Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.17%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.25B
3
AM
AGF Management
Ontario, Canada
$110M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$201M
5
Fidelity International
Fidelity International
Bermuda
$350M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$938M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.68B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
451
Moisand Fitzgerald Tamayo
Florida
$85 – – –
FGAM
452
Financial Gravity Asset Management
Texas
$28 – – –
MSE
453
MUFG Securities EMEA
United Kingdom
– -$138M -1,150,200 Closed
TAM
454
Todd Asset Management
Kentucky
– -$17.8M -196,906 Closed
JAM
455
Jupiter Asset Management
United Kingdom
– -$13.6M -150,626 Closed
Balyasny Asset Management
456
Balyasny Asset Management
Illinois
– -$10.2M -113,064 Closed
TRSOTSOK
457
Teachers Retirement System of the State of Kentucky
Kentucky
– -$9.15M -101,360 Closed
MGIM
458
M&G Investment Management
United Kingdom
– -$4.35M -48,000 Closed
SFI
459
Susquehanna Fundamental Investments
Pennsylvania
– -$2.69M -29,773 Closed
AFM
460
Anson Funds Management
Texas
– -$1.81M -20,000 Closed
PP
461
PDT Partners
New York
– -$1.42M -15,671 Closed
MCM
462
Mainstay Capital Management
Michigan
– -$1.36M -15,080 Closed
AIM
463
Achmea Investment Management
Netherlands
– -$791K -8,753 Closed
LA
464
LBP AM
France
– -$790K -8,739 Closed
EGM
465
Engineers Gate Manager
New York
– -$749K -8,295 Closed
BWP
466
Baldwin Wealth Partners
Massachusetts
– -$722K -8,000 Closed
SBH
467
Segall Bryant & Hamill
Illinois
– -$721K -7,984 Closed
TSS
468
Two Sigma Securities
New York
– -$624K -6,912 Closed
BC
469
Bridgefront Capital
Texas
– -$618K -6,840 Closed
DA
470
Duality Advisers
Florida
– -$601K -6,659 Closed
HI
471
Horizon Investments
North Carolina
– -$530K -5,942 Closed
Rockefeller Capital Management
472
Rockefeller Capital Management
New York
– -$465K -5,153 Closed
SM
473
Sciencast Management
New Jersey
– -$459K -5,100 Closed
FRM
474
Fox Run Management
Connecticut
– -$366K -4,052 Closed
AAS
475
Annex Advisory Services
Wisconsin
– -$347K -3,844 Closed
16 17 18
19
20