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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$216M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$127M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$124M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$101M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$47.9M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$202M
2
Fidelity International
Fidelity International
Bermuda
-$141M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$94.7M
4
Bank of America
Bank of America
North Carolina
-$62.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRC
476
Pearl River Capital
Michigan
– -$2.41M -26,616 Closed
SGI
477
Summit Global Investments
Utah
– -$2.31M -25,524 Closed
DA
478
Duality Advisers
Florida
– -$1.62M -17,864 Closed
Janney Montgomery Scott
479
Janney Montgomery Scott
Pennsylvania
– -$1.44M -15,869 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
480
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.42M -15,700 Closed
TL
481
Tradewinds LLC
North Carolina
– -$484K -14,625 Closed
SP
482
Symmetry Partners
Connecticut
– -$837K -9,238 Closed
CAM
483
Cresset Asset Management
Illinois
– -$504K -5,559 Closed
VF
484
Virtu Financial
New York
– -$470K -5,192 Closed
AIA
485
Avalon Investment & Advisory
Texas
– -$442K -4,877 Closed
UC
486
Unio Capital
New Jersey
– -$438K -4,830 Closed
SG Americas Securities
487
SG Americas Securities
New York
– -$431K -4,755 Closed
HWAM
488
Hennion & Walsh Asset Management
New Jersey
– -$358K -3,956 Closed
LOAMU
489
Lombard Odier Asset Management (USA)
New York
– -$334K -3,688 Closed
BPWM
490
Badgley Phelps Wealth Managers
Washington
– -$324K -3,576 Closed
CG
491
Cutler Group
California
– -$317K -3,504 Closed
SWP
492
Stratos Wealth Partners
Ohio
– -$298K -3,290 Closed
Tudor Investment Corp
493
Tudor Investment Corp
Connecticut
– -$284K -3,130 Closed
CSS
494
Cubist Systematic Strategies
Connecticut
– -$281K -3,107 Closed
PSP
495
Principal Street Partners
Tennessee
– -$254K -2,799 Closed
JF
496
Jump Financial
Illinois
– -$247K -2,729 Closed
PTC
497
Petrus Trust Company
Texas
– -$234K -2,584 Closed
Cerity Partners
498
Cerity Partners
New York
– -$206K -2,272 Closed
UCFA
499
United Capital Financial Advisors
Texas
– -$202K -2,229 Closed
RW
500
REDW Wealth
New Mexico
– -$201K -2,220 Closed
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