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Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.17%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.25B
3
AM
AGF Management
Ontario, Canada
$110M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$201M
5
Fidelity International
Fidelity International
Bermuda
$350M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$938M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.68B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
476
Perpetual Ltd
Australia
– -$345K -3,818 Closed
HF
477
HRT Financial
New York
– -$331K -3,674 Closed
AP
478
Americana Partners
Texas
– -$280K -3,100 Closed
AG
479
Algert Global
California
– -$235K -2,598 Closed
SPC
480
Sigma Planning Corp
Michigan
– -$213K -2,359 Closed
WI
481
Wintrust Investments
Illinois
– -$212K -2,350 Closed
WHG
482
Westwood Holdings Group
Texas
– -$211K -2,336 Closed
LC
483
Landaas & Company
Wisconsin
– -$210K -2,326 Closed
BFM
484
Boothbay Fund Management
New York
– -$208K -2,300 Closed
BRWA
485
B. Riley Wealth Advisors
Florida
– -$207K -2,295 Closed
AAS
486
Avantax Advisory Services
Texas
– -$206K -2,280 Closed
DC
487
Davenport & Co
Virginia
– -$201K -2,225 Closed
TA
488
Townsend & Associates
Colorado
– -$208K -2,225 Closed
RW
489
REDW Wealth
New Mexico
– -$200K -2,220 Closed
BSC
490
Brown Shipley & Co
United Kingdom
– -$149K -1,650 Closed
CJL
491
Cyrus J. Lawrence
New York
– -$126 -1,400 Closed
IWP
492
Icon Wealth Partners
Texas
– -$103K -1,144 Closed
RI
493
Ridgewood Investments
New Jersey
– -$68.7K -760 Closed
LFASL
494
Lugano Financial Advisors SA (LFA)
Switzerland
– -$59.8K -500 Closed
PIAS
495
PCA Investment Advisory Services
Ohio
– -$25.8K -286 Closed
SF
496
Safeguard Financial
Wisconsin
– -$22K -251 Closed
SIC
497
Salem Investment Counselors
North Carolina
– -$13.8K -153 Closed
KFI
498
Key Financial Inc
Pennsylvania
– -$2.98K -33 Closed
16 17 18 19
20