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Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$1.06B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.05B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$836M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.35B
5
Bank of America
Bank of America
North Carolina
$334M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$115M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$362M
3
Two Sigma Investments
Two Sigma Investments
New York
$14.4M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$1.33B
5
Millennium Management
Millennium Management
New York
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QTM
526
qPULA Trading Management
New York
– -$560K -5,200 Closed
Pacer Advisors
527
Pacer Advisors
Pennsylvania
– -$535K -4,965 Closed
TSS
528
Two Sigma Securities
New York
– -$503K -4,673 Closed
VOYA Investment Management
529
VOYA Investment Management
Georgia
– -$494K -4,580 Closed
LOAMS
530
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$599K -4,400 Closed
EGM
531
Engineers Gate Manager
New York
– -$474K -4,396 Closed
BAM
532
Blueshift Asset Management
New Jersey
– -$338K -3,137 Closed
FA
533
FDx Advisors
Illinois
– -$334K -3,105 Closed
PTC
534
Petrus Trust Company
Texas
– -$310K -2,877 Closed
YIH
535
Y-Intercept (HK)
Hong Kong
– -$306K -2,843 Closed
BCM
536
Bayesian Capital Management
New York
– -$261K -2,422 Closed
PJSIMP
537
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$254K -2,242 Closed
SBIA
538
Sheaff Brock Investment Advisors
Indiana
– -$227K -2,107 Closed
Tudor Investment Corp
539
Tudor Investment Corp
Connecticut
– -$210K -1,951 Closed
DC
540
Davenport & Co
Virginia
– -$206K -1,913 Closed
TCOV
541
Trust Company of Vermont
Vermont
– -$135K -1,255 Closed
BAM
542
Barrett Asset Management
New York
– -$54K -500 Closed
CT
543
Cambridge Trust
Massachusetts
– -$22K -200 Closed
TFS
544
TrustCore Financial Services
Tennessee
– -$19K -172 Closed
SCA
545
Snowden Capital Advisors
New York
– -$18K -169 Closed
OF
546
Outfitter Financial
Maine
– -$13K -125 Closed
RG
547
Retirement Group
California
– -$10K -95 Closed
BWM
548
BerganKDV Wealth Management
Minnesota
– -$8K -75 Closed
CA
549
CoreCap Advisors
Michigan
– -$1K -12 Closed
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