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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.41B
2
OAC
OMERS Administration Corp
Ontario, Canada
$236M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.12B
4
MSE
MUFG Securities EMEA
United Kingdom
$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.24B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
2
Fidelity International
Fidelity International
Bermuda
$301M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.21B
4
AM
AGF Management
Ontario, Canada
$0
5
Morgan Stanley
Morgan Stanley
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
476
Aigen Investment Management
New York
– -$1.27M -14,215 Closed
Parallax Volatility Advisers
477
Parallax Volatility Advisers
California
– -$1.21M -13,566 Closed
TIM
478
Thornburg Investment Management
New Mexico
– -$1.2M -13,471 Closed
GI
479
GAMCO Investors
Connecticut
– -$1M -11,238 Closed
Arrowstreet Capital
480
Arrowstreet Capital
Massachusetts
– -$909K -10,211 Closed
VIA
481
Vident Investment Advisory
Georgia
– -$714K -8,000 Closed
PAMP
482
Polar Asset Management Partners
Ontario, Canada
– -$667K -7,500 Closed
MM
483
MQS Management
New York
– -$603K -6,769 Closed
LOAMS
484
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.1M -6,725 Closed
GAM
485
Gotham Asset Management
New York
– -$580K -6,512 Closed
CC
486
Cipher Capital
New York
– -$528K -5,928 Closed
AAF
487
Andra AP-fonden
Sweden
– -$710K -5,900 Closed
FC
488
FORA Capital
Florida
– -$490K -5,501 Closed
TI
489
Tidal Investments
Wisconsin
– -$385K -4,323 Closed
EFS
490
Essex Financial Services
Connecticut
– -$355K -3,984 Closed
JPMPWA
491
J.P. Morgan Private Wealth Advisors
California
– -$352K -3,948 Closed
PP
492
Prudential plc
United Kingdom
– -$336K -3,775 Closed
ONB
493
Old National Bancorp
Indiana
– -$296K -3,322 Closed
SIA
494
Schechter Investment Advisors
Michigan
– -$291K -3,262 Closed
AFC
495
AFT Forsyth & Company
Florida
– -$262K -2,936 Closed
MFS
496
Mirabella Financial Services
United Kingdom
– -$251K -2,814 Closed
FBFS
497
First Business Financial Services
Wisconsin
– -$242K -2,713 Closed
AAS
498
Ameritas Advisory Services
Nebraska
– -$225K -2,520 Closed
MIA
499
Milestone Investment Advisors
Wisconsin
– -$107K -1,203 Closed
SOW
500
State of Wyoming
Wyoming
– -$104K -1,164 Closed
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