BMO icon

Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$426M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.12B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.75B
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$394M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$733M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$584M
2
Goldman Sachs
2
Goldman Sachs
New York
$97.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$710M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$9.56M 108,509 -53,759 -33%
PIC
102
Portland Investment Counsel
Ontario, Canada
$9.41M 107,310 +6,500 +6%
Wellington Management Group
103
Wellington Management Group
Massachusetts
$8.85M 100,487 +4,457 +5%
Federated Hermes
104
Federated Hermes
Pennsylvania
$8.51M 97,073 -917 -0.9%
DCP
105
DSM Capital Partners
Florida
$8.46M 96,543 -5,255 -5%
AAIM
106
American Assets Investment Management
California
$8.41M 96,000 – –
UIM
107
USS Investment Management
United Kingdom
$7.72M 88,193 -47,861 -35%
EVM
108
Eaton Vance Management
Massachusetts
$7.39M 84,271 +31 +0%
AIM
109
Achmea Investment Management
Netherlands
$7.07M 80,236 -19,541 -20%
CAM
110
ClariVest Asset Management
California
$7.03M 79,714 -1,462 -2%
Wells Fargo
111
Wells Fargo
California
$6.83M 77,895 +5,266 +7%
NEI
112
Northwest & Ethical Investments
Ontario, Canada
$6.58M 75,067 +5,319 +8%
SFI
113
Susquehanna Fundamental Investments
Pennsylvania
$6.38M 72,847 +72,847 New
RJA
114
Raymond James & Associates
Florida
$6.35M 72,454 -882 -1%
PG
115
Pendal Group
Australia
$6.13M 69,979 +57,242 +449%
HighTower Advisors
116
HighTower Advisors
Illinois
$6.02M 67,946 +45,046 +197%
WCA
117
Waratah Capital Advisors
Ontario, Canada
$5.59M 63,781 +63,781 New
LOAME
118
Lombard Odier Asset Management (Europe)
United Kingdom
$5.31M 31,968 -346 -1%
JAM
119
JCIC Asset Management
Ontario, Canada
$5.2M 56,398 +56,398 New
AllianceBernstein
120
AllianceBernstein
Tennessee
$5.04M 57,512 +3,360 +6%
LPL Financial
121
LPL Financial
California
$5.03M 57,366 -744 -1%
RBC
122
Romano Brothers & Co
Illinois
$5.01M 57,109 +57,109 New
M&T Bank
123
M&T Bank
New York
$4.98M 56,712 -3,472 -6%
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$4.91M 56,102 -316,048 -85%
DIA
125
Dana Investment Advisors
Wisconsin
$4.89M 55,758 +200 +0.4%
3 4
5
6 7