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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.39B
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$1.07B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.9B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.25B
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.47B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
Fidelity International
2
Fidelity International
Bermuda
$524M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336M
4
Bank of America
4
Bank of America
North Carolina
$176M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
101
Ameriprise
Minnesota
$8.66M +$1.37M +13,266 +19%
AAIM
102
American Assets Investment Management
California
$8.55M – – –
UIM
103
USS Investment Management
United Kingdom
$8.39M – – –
Federated Hermes
104
Federated Hermes
Pennsylvania
$8.19M +$33.4K +375 +0.4%
IMCOOI
105
Investment Management Corp of Ontario (IMCO)
Canada
$7.7M +$84.7K +951 +1%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$7.37M -$11.7M -132,085 -61%
DCP
107
DSM Capital Partners
Florida
$7.29M -$559K -6,271 -7%
URS
108
Utah Retirement Systems
Utah
$7.29M +$7.29M +81,972 New
RJA
109
Raymond James & Associates
Florida
$7.07M +$762K +8,556 +12%
NEI
110
Northwest & Ethical Investments
Ontario, Canada
$7.04M +$103K +1,161 +1%
CAM
111
ClariVest Asset Management
California
$7.03M +$20.5K +230 +0.3%
LOAME
112
Lombard Odier Asset Management (Europe)
United Kingdom
$6.78M +$1.01M +6,171 +17%
Twin Tree Management
113
Twin Tree Management
Texas
$6.61M +$5.87M +65,892 +794%
Jane Street
114
Jane Street
New York
$6.54M -$1.37M -15,379 -17%
HighTower Advisors
115
HighTower Advisors
Illinois
$6.22M -$123K -1,367 -2%
WCA
116
Waratah Capital Advisors
Ontario, Canada
$6.05M +$6.05M +67,874 New
MCM
117
Marathon Capital Management
Maryland
$6.02M +$1.78K +20 +0%
Stifel Financial
118
Stifel Financial
Missouri
$5.65M +$787K +8,828 +16%
KJHP
119
K.J. Harrison & Partners
Ontario, Canada
$5.63M +$3.24M +37,026 +136%
RBC
120
Romano Brothers & Co
Illinois
$5.33M +$225K +2,522 +4%
M&T Bank
121
M&T Bank
New York
$5.19M +$106K +1,188 +2%
LSWM
122
Lorne Steinberg Wealth Management
Canada
$5.11M +$1.26M +14,187 +33%
DIA
123
Dana Investment Advisors
Wisconsin
$5.06M +$24.5K +275 +0.5%
LPL Financial
124
LPL Financial
California
$4.97M -$268K -3,005 -5%
JAM
125
JCIC Asset Management
Ontario, Canada
$4.88M +$90.4K +1,015 +2%
3 4
5
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