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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
American Century Companies
Missouri
$8.17M
3
Franklin Resources
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
Bank of America
North Carolina
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
476
Artemis Investment Management
United Kingdom
– -$2.36M -26,802 Closed
M
477
Murchinson
Ontario, Canada
– -$3.09M -25,526 Closed
BCM
478
Bridgeway Capital Management
Texas
– -$2.21M -25,200 Closed
ACM
479
AlphaCrest Capital Management
New York
– -$1.79M -20,362 Closed
YIH
480
Y-Intercept (HK)
Hong Kong
– -$1.54M -17,574 Closed
BBA
481
Baader Bank Aktiengesellschaft
Germany
– -$1.31M -15,000 Closed
Squarepoint
482
Squarepoint
New York
– -$1.07M -12,189 Closed
Voloridge Investment Management
483
Voloridge Investment Management
Florida
– -$888K -10,131 Closed
Walleye Capital
484
Walleye Capital
New York
– -$716K -8,175 Closed
TSS
485
Two Sigma Securities
New York
– -$625K -7,128 Closed
BCM
486
Bayesian Capital Management
New York
– -$521K -5,943 Closed
DZ Bank
487
DZ Bank
Germany
– -$473K -5,400 Closed
OPPTF
488
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$441K -4,960 Closed
Wolverine Trading
489
Wolverine Trading
Illinois
– -$415K -4,691 Closed
FFN
490
Focus Financial Network
Minnesota
– -$268K -3,054 Closed
CAM
491
Carret Asset Management
New York
– -$219K -2,494 Closed
FA
492
FDx Advisors
Illinois
– -$217K -2,478 Closed
AWS
493
Atria Wealth Solutions
New York
– -$205K -2,334 Closed
WDA
494
Wendell David Associates
New Hampshire
– -$202K -2,300 Closed
IWA
495
Icon Wealth Advisors
Texas
– -$105K -1,196 Closed
HI
496
Hudock Inc
Pennsylvania
– -$80K -916 Closed
PI
497
PineBridge Investments
New York
– -$55K -452 Closed
GWSG
498
GPS Wealth Strategies Group
Colorado
– -$11K -120 Closed
CP
499
Castleview Partners
Texas
– -$9K -100 Closed
RG
500
Retirement Group
California
– -$8K -95 Closed
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