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Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$1.06B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.05B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$836M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.35B
5
Bank of America
Bank of America
North Carolina
$334M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$115M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$362M
3
Two Sigma Investments
Two Sigma Investments
New York
$14.4M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$1.33B
5
Millennium Management
Millennium Management
New York
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
476
EARNEST Partners
Georgia
$10K – – –
MCC
477
Money Concepts Capital
Florida
$9K +$9K +75 New
HWA
478
HHM Wealth Advisors
Tennessee
$8K – – –
GI
479
Gradient Investments
Minnesota
$8K – – –
EWA
480
EverSource Wealth Advisors
Alabama
$8K – – –
ED
481
Exane Derivatives
France
$7.64K – – –
RIM
482
Rockbridge Investment Management
New York
$6.08K – – –
HPC
483
HM Payson & Co
Maine
$6K – – –
MWM
484
Mascoma Wealth Management
New Hampshire
$6K – – –
VRM
485
Vectors Research Management
New York
$6K – – –
TH
486
TCTC Holdings
Texas
$6K +$6K +51 New
SMG
487
Spectrum Management Group
Indiana
$6K +$6K +51 New
CFD
488
Creative Financial Designs
Indiana
$6K +$6K +51 New
M
489
MOTCO
Texas
$5K – – –
FP
490
Financial Perspectives
Minnesota
$4.99K – – –
Acadian Asset Management
491
Acadian Asset Management
Massachusetts
$4K -$695K -7,300 -99%
SWM
492
Sugarloaf Wealth Management
Georgia
$4K – – –
PPWM
493
PFG Private Wealth Management
Florida
$4K – – –
DI
494
Disciplined Investments
Oklahoma
$4K +$4K +35 New
SSB
495
Sandy Spring Bank
Maryland
$3K -$133K -1,016 -98%
TFO
496
Tarbox Family Office
California
$3K – – –
WPWM
497
Western Pacific Wealth Management
Illinois
$3K – – –
HFA
498
HC Financial Advisors
California
$2K – – –
EW
499
Evoke Wealth
California
$2K – – –
BWM
500
Baystate Wealth Management
Massachusetts
$1K – – –
18 19
20
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