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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$115M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$362M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$14.4M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$1.33B
5
Millennium Management
5
Millennium Management
New York
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIM
101
USS Investment Management
United Kingdom
$17.2M +$362K +3,071 +2%
JFL
102
Jarislowsky, Fraser Ltd
Quebec, Canada
$17M -$183K -1,551 -1%
NIPH
103
NN Investment Partners Holdings
Netherlands
$17M -$347K -2,938 -2%
PFP
104
Pinnacle Financial Partners
Tennessee
$15.5M +$1.13M +9,572 +8%
DJSG
105
D.J. St. Germain
Massachusetts
$15.5M -$713K -6,044 -4%
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$15.1M +$15.1M +103,921 New
CS
107
Candriam SCA
Luxembourg
$15.1M -$924K -7,846 -6%
AIM
108
Achmea Investment Management
Netherlands
$14.8M +$798K +6,774 +6%
Two Sigma Investments
109
Two Sigma Investments
New York
$14.4M -$79M -669,600 -85%
Millennium Management
110
Millennium Management
New York
$14.2M -$56M -475,033 -80%
EVM
111
Eaton Vance Management
Massachusetts
$13.8M +$3.01M +25,518 +28%
CH
112
CVI Holdings
Delaware
$12.2M +$12.2M +103,700 New
Wellington Management Group
113
Wellington Management Group
Massachusetts
$12.2M +$3.56M +30,267 +41%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$11.9M +$7.88M +66,969 +197%
PIC
115
Portland Investment Counsel
Ontario, Canada
$11.8M +$8.85M +75,200 +303%
ClearBridge Investments
116
ClearBridge Investments
New York
$11.7M +$11.7M +1,000 New
KJHP
117
K.J. Harrison & Partners
Ontario, Canada
$11.6M +$759K +6,445 +7%
Federated Hermes
118
Federated Hermes
Pennsylvania
$11.6M -$4.97M -42,156 -30%
AAIM
119
American Assets Investment Management
California
$11.3M – – –
APG Asset Management
120
APG Asset Management
Netherlands
$11.2M +$529K +5,000 +5%
SSA
121
Schonfeld Strategic Advisors
New York
$10M +$7.72M +65,600 +335%
DCP
122
DSM Capital Partners
Florida
$9.88M +$5.13M +43,611 +108%
PIC
123
PCJ Investment Counsel
Ontario, Canada
$9.63M +$237K +2,011 +3%
WCA
124
Waratah Capital Advisors
Ontario, Canada
$9.13M +$3.4M +28,916 +59%
TIM
125
Thornburg Investment Management
New Mexico
$9.07M +$9.07M +77,078 New
3 4
5
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