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Bank of Montreal
BMO

Overview Fund Activity

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.17B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$844M
3
Goldman Sachs
3
Goldman Sachs
New York
$287M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$146M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$5.01M
4
GC
4
Guardian Capital
Ontario, Canada
$258M
5
IIM
5
Intact Investment Management
Quebec, Canada
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
501
Virtu Financial
New York
– -$473K -4,011 Closed
MM
502
MQS Management
New York
– -$459K -3,891 Closed
BBVA
503
Banco Bilbao Vizcaya Argentaria
Spain
– -$401K -3,377 Closed
FIM
504
Freedom Investment Management
Connecticut
– -$375K -3,182 Closed
QI
505
Qtron Investments
Massachusetts
– -$356K -3,023 Closed
WFI
506
West Family Investments
California
– -$285K -2,420 Closed
BAM
507
Belpointe Asset Management
Nevada
– -$282K -2,387 Closed
WHG
508
Westwood Holdings Group
Texas
– -$276K -2,336 Closed
BNP Paribas Asset Management
509
BNP Paribas Asset Management
France
– -$248K -2,300 Closed
SIA
510
Schechter Investment Advisors
Michigan
– -$267K -2,267 Closed
IG
511
ING Group
Netherlands
– -$255K -2,163 Closed
BTW
512
Boston Trust Walden
Massachusetts
– -$254K -2,150 Closed
AFP
513
Ausdal Financial Partners
Iowa
– -$244K -2,071 Closed
SFG
514
SNS Financial Group
Minnesota
– -$239K -2,025 Closed
SEP
515
Southland Equity Partners
Missouri
– -$238K -2,015 Closed
IP
516
Isthmus Partners
Wisconsin
– -$237K -2,007 Closed
BIM
517
Bridges Investment Management
Nebraska
– -$236K -2,000 Closed
PWPS
518
Pinnacle Wealth Planning Services
Ohio
– -$236K -1,999 Closed
LWM
519
Laidlaw Wealth Management
New York
– -$233K -1,974 Closed
CRC
520
Curi RMB Capital
Illinois
– -$232K -1,965 Closed
PWLP
521
Prio Wealth Limited Partnership
Massachusetts
– -$226K -1,917 Closed
BCM
522
Buckhead Capital Management
Georgia
– -$225K -1,907 Closed
EFL
523
ERn Financial LLC
Wisconsin
– -$218K -1,851 Closed
HCM
524
Heathbridge Capital Management
Ontario, Canada
– -$216K -1,835 Closed
AWA
525
Arete Wealth Advisors
Illinois
– -$211K -1,793 Closed
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