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Bank of Montreal
BMO

508 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 177 increasing their positions, 137 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 48

29% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 137

19% more capital invested

Capital invested by funds: $28.6B → $34B (+$5.35B)

8% more funds holding in top 10

Funds holding in top 10: 24 → 26 (+2)

4% more funds holding

Funds holding: 488 → 508 (+20)

3.12% more ownership

Funds ownership: 41.34% → 44.46% (+3.1%)

32% less call options, than puts

Call options by funds: $389M | Put options by funds: $575M

Holders
508
Holders Change
+20
Holders Change %
+4.1%
% of All Funds
8.01%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
74
Increased
177
Reduced
137
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$971M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$430M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$203M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$196M
5
Bank of America
Bank of America
North Carolina
+$184M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$108M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$95.6M
3
Two Sigma Investments
Two Sigma Investments
New York
-$77.6M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$70.1M
5
Millennium Management
Millennium Management
New York
-$55.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
CSB
477
City State Bank
Iowa
$12K +$11.6K +100 New
CP
478
Castleview Partners
Texas
$11K -$1.24M -10,672 -99%
IA
479
IFP Advisors
Florida
$11K +$20.6K +178 New
EARNEST Partners
480
EARNEST Partners
Georgia
$10K – – –
MWC
481
MBM Wealth Consultants
Missouri
$10K – – –
MCC
482
Money Concepts Capital
Florida
$9K +$8.69K +75 New
EWA
483
EverSource Wealth Advisors
Alabama
$8K – – –
GI
484
Gradient Investments
Minnesota
$8K – – –
HWA
485
HHM Wealth Advisors
Tennessee
$8K – – –
ED
486
Exane Derivatives
France
$7.64K – – –
RIM
487
Rockbridge Investment Management
New York
$6.08K – – –
HPC
488
HM Payson & Co
Maine
$6K – – –
MWM
489
Mascoma Wealth Management
New Hampshire
$6K – – –
VRM
490
Vectors Research Management
New York
$6K – – –
CFD
491
Creative Financial Designs
Indiana
$6K +$5.91K +51 New
SMG
492
Spectrum Management Group
Indiana
$6K +$5.91K +51 New
TH
493
TCTC Holdings
Texas
$6K +$5.91K +51 New
M
494
MOTCO
Texas
$5K – – –
FP
495
Financial Perspectives
Minnesota
$4.99K – – –
Acadian Asset Management
496
Acadian Asset Management
Massachusetts
$4K -$846K -7,300 -99%
PPWM
497
PFG Private Wealth Management
Florida
$4K – – –
SWM
498
Sugarloaf Wealth Management
Georgia
$4K – – –
DI
499
Disciplined Investments
Oklahoma
$4K +$4.06K +35 New
SSB
500
Sandy Spring Bank
Maryland
$3K -$118K -1,016 -98%
18 19
20
21 22

BMO Hedge Fund Activity: Q1 2022 in Review

508 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q1 2022, worth a combined $34B — up 19% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new BMO positions and 48 closed out — a net gain of 26 holders — while 177 added to existing stakes and 137 trimmed.

The largest buyer was Fidelity International, adding an estimated $971M. The largest seller was Morgan Stanley, cutting an estimated $108M.

  • 508 institutional investors held Bank of Montreal (BMO) as of Q1 2022, up from 488 in Q4 2021.
  • Funds reported $34B of Bank of Montreal stock for Q1 2022, up 19% quarter-over-quarter.
  • 74 funds opened new Bank of Montreal positions in Q1 2022 and 48 closed out, a net change of +26 holders.
  • The largest Bank of Montreal buyer in Q1 2022 was Fidelity International, an estimated $971M added.
  • The largest Bank of Montreal seller in Q1 2022 was Morgan Stanley, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2022.