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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.41B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$236M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.12B
4
MSE
4
MUFG Securities EMEA
United Kingdom
$138M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$1.24B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$271M
2
Fidelity International
2
Fidelity International
Bermuda
$301M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.21B
4
AM
4
AGF Management
Ontario, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
101
Wellington Management Group
Massachusetts
$10.6M +$544K +6,013 +5%
Axa
102
Axa
France
$10.3M +$430K +4,756 +4%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$10.2M +$6.96M +77,040 +214%
LOAME
104
Lombard Odier Asset Management (Europe)
United Kingdom
$9.22M +$2.6M +16,369 +39%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$9.15M -$3.52M -39,000 -28%
American Century Companies
106
American Century Companies
Missouri
$9.15M -$50.7K -561 -0.6%
Jane Street
107
Jane Street
New York
$8.85M +$2.22M +24,598 +34%
Two Sigma Advisers
108
Two Sigma Advisers
New York
$8.72M +$8.72M +96,598 New
UIM
109
USS Investment Management
United Kingdom
$8.7M +$194K +2,148 +2%
AAIM
110
American Assets Investment Management
California
$8.67M – – –
Federated Hermes
111
Federated Hermes
Pennsylvania
$8.21M -$91.7K -1,015 -1%
IMCOOI
112
Investment Management Corp of Ontario (IMCO)
Canada
$7.9M +$98.1K +1,086 +1%
VanEck Associates
113
VanEck Associates
New York
$7.9M +$5.36M +59,321 +211%
RJA
114
Raymond James & Associates
Florida
$7.56M +$398K +4,405 +6%
URS
115
Utah Retirement Systems
Utah
$7.56M +$145K +1,600 +2%
NEI
116
Northwest & Ethical Investments
Ontario, Canada
$7.55M +$416K +4,606 +6%
Ameriprise
117
Ameriprise
Minnesota
$7.03M -$1.61M -15,597 -19%
HighTower Advisors
118
HighTower Advisors
Illinois
$6.52M +$206K +2,258 +3%
NB
119
Northwest Bancshares
Pennsylvania
$6.18M +$2.06M +22,815 +50%
MCM
120
Marathon Capital Management
Maryland
$6.01M -$86.2K -955 -1%
Royal London Asset Management
121
Royal London Asset Management
United Kingdom
$6.01M +$5.16M +57,113 +606%
KJHP
122
K.J. Harrison & Partners
Ontario, Canada
$5.71M -$78.2K -869 -1%
M&T Bank
123
M&T Bank
New York
$5.31M +$43.8K +484 +0.8%
RBC
124
Romano Brothers & Co
Illinois
$5.28M -$118K -1,307 -2%
LSWM
125
Lorne Steinberg Wealth Management
Canada
$5.26M +$73K +808 +1%
3 4
5
6 7