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Bank of Montreal
BMO

Overview Fund Activity

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.17B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$844M
3
Goldman Sachs
3
Goldman Sachs
New York
$287M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$146M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$5.01M
4
GC
4
Guardian Capital
Ontario, Canada
$258M
5
IIM
5
Intact Investment Management
Quebec, Canada
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
476
HC Financial Advisors
California
$2K – – –
SSB
477
Sandy Spring Bank
Maryland
$2K – – –
EW
478
Evoke Wealth
California
$2K – – –
FHA
479
First Horizon Advisors
Tennessee
$2K +$1.71K +24 +600%
BWM
480
Baystate Wealth Management
Massachusetts
$1K – – –
CA
481
CoreCap Advisors
Michigan
$1K +$1K +12 New
FGAM
482
Financial Gravity Asset Management
Texas
$35 -$51 -140 -59%
WIM
483
Westside Investment Management
California
$14 – – –
BCM
484
Barometer Capital Management
Ontario, Canada
– -$29.2M -200,403 Closed
CH
485
CVI Holdings
Delaware
– -$12.2M -103,700 Closed
WCA
486
Waratah Capital Advisors
Ontario, Canada
– -$9.13M -77,602 Closed
KPF
487
K2 Principal Fund
Ontario, Canada
– -$8.98M -76,100 Closed
JAM
488
JCIC Asset Management
Ontario, Canada
– -$7.56M -64,268 Closed
EP
489
Edgestream Partners
New Jersey
– -$5.23M -44,329 Closed
Qube Research & Technologies (QRT)
490
Qube Research & Technologies (QRT)
United Kingdom
– -$4.12M -34,907 Closed
LSV Asset Management
491
LSV Asset Management
Illinois
– -$1.95M -16,500 Closed
EFI
492
EHP Funds Inc
Canada
– -$1.33M -11,280 Closed
PFS
493
Prospera Financial Services
Texas
– -$964K -8,175 Closed
CW
494
Connectus Wealth
Ohio
– -$814K -7,537 Closed
CWM
495
Cordatus Wealth Management
Pennsylvania
– -$887K -7,522 Closed
SNT
496
SIG North Trading
Pennsylvania
– -$856K -7,277 Closed
BPC
497
Banque Pictet & Cie
Switzerland
– -$605K -5,141 Closed
CC
498
Centiva Capital
New York
– -$556K -4,712 Closed
ALAM
499
Asahi Life Asset Management
Japan
– -$522K -4,430 Closed
NP
500
Ninepoint Partners
Ontario, Canada
– -$514K -4,353 Closed
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