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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$426M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.12B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.75B
4
BGC
Beutel, Goodman & Co
Ontario, Canada
$394M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$733M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$584M
2
Goldman Sachs
Goldman Sachs
New York
$97.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$710M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
476
Aigen Investment Management
New York
– -$259K -2,696 Closed
BOH
477
Bank of Hawaii
Hawaii
– -$247K -2,570 Closed
OWP
478
Obermeyer Wealth Partners
Colorado
– -$238K -2,475 Closed
SFA
479
Sequoia Financial Advisors
Ohio
– -$220K -2,286 Closed
GLA
480
Good Life Advisors
Pennsylvania
– -$217K -2,253 Closed
CIBC Private Wealth Group
481
CIBC Private Wealth Group
Georgia
– -$216K -2,244 Closed
RW
482
REDW Wealth
New Mexico
– -$213K -2,220 Closed
IAA
483
Independent Advisor Alliance
North Carolina
– -$210K -2,182 Closed
DT
484
Diversified Trust
Tennessee
– -$208K -2,159 Closed
SW
485
SVB Wealth
Massachusetts
– -$204K -2,126 Closed
DA
486
Doliver Advisors
Texas
– -$204K -2,124 Closed
BSW
487
Buckingham Strategic Wealth
Missouri
– -$200K -2,076 Closed
SW
488
Solidarity Wealth
Utah
– -$208K -2,065 Closed
NIM
489
NuWave Investment Management
New Jersey
– -$183K -1,902 Closed
PI
490
PEAK6 Investments
Illinois
– -$139K -1,544 Closed
SOW
491
State of Wyoming
Wyoming
– -$110K -1,145 Closed
GLLW
492
Graves Light Lenhart Wealth
Virginia
– -$96K -1,000 Closed
FCT
493
First Community Trust
Iowa
– -$68K -707 Closed
VVP
494
Venture Visionary Partners
Ohio
– -$66.5K -692 Closed
SWM
495
SeaCrest Wealth Management
New York
– -$58K -605 Closed
1IA
496
1834 Investment Advisors
Wisconsin
– -$39K -403 Closed
SFFS
497
Stonehage Fleming Financial Services
Jersey
– -$38K -393 Closed
WOSD
498
WFA of San Diego
California
– -$24K -250 Closed
Optiver Holding
499
Optiver Holding
Netherlands
– -$22K -224 Closed
LS
500
Leelyn Smith
Illinois
– -$14K -150 Closed
17 18 19
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