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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 %
KPF
126
K2 Principal Fund
Ontario, Canada
$8.98M +$8.98M +76,100 New
Mitsubishi UFJ Trust & Banking
127
Mitsubishi UFJ Trust & Banking
Japan
$8.77M +$2.7M +22,936 +45%
RJA
128
Raymond James & Associates
Florida
$8.34M -$925K -7,845 -10%
NEI
129
Northwest & Ethical Investments
Ontario, Canada
$8.31M +$419K +3,558 +5%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$8.24M +$1.91M +16,159 +30%
MPA
131
Marvin & Palmer Associates
Delaware
$8.22M +$8.22M +69,658 New
WBC
132
Westpac Banking Corp
Australia
$8.1M +$250K +1,700 +3%
ACM
133
Azimuth Capital Management
Michigan
$8.09M +$190K +1,611 +2%
SAM
134
Shell Asset Management
Netherlands
$7.78M -$512K -4,347 -6%
JAM
135
JCIC Asset Management
Ontario, Canada
$7.56M +$6.92M +58,795 +1,074%
LPL Financial
136
LPL Financial
California
$7.26M +$224K +1,903 +3%
M&T Bank
137
M&T Bank
New York
$6.97M -$1.89K -16 -0%
Voloridge Investment Management
138
Voloridge Investment Management
Florida
$6.64M +$3.51M +29,754 +112%
AllianceBernstein
139
AllianceBernstein
Tennessee
$6.63M +$82.8K +702 +1%
LCP
140
Legacy Capital Partners
Wisconsin
$6.61M -$8.85K -75 -0.1%
Ameriprise
141
Ameriprise
Minnesota
$6.34M +$1.18M +10,424 +23%
BPA
142
Beacon Pointe Advisors
California
$6.27M +$6.27M +53,179 New
DR
143
Davis Rea
Ontario, Canada
$5.83M +$5.27M +127,894 +951%
Stifel Financial
144
Stifel Financial
Missouri
$5.78M -$350K -2,967 -6%
CGH
145
Crossmark Global Holdings
Texas
$5.69M +$359K +3,047 +7%
MME
146
Meag Munich Ergo
Germany
$5.64M +$5.64M +47,260 New
American Century Companies
147
American Century Companies
Missouri
$5.32M +$695K +5,902 +15%
EP
148
Edgestream Partners
New Jersey
$5.23M +$372K +3,153 +8%
ACM
149
AlphaCrest Capital Management
New York
$5.08M -$14.8M -125,634 -74%
SFI
150
Susquehanna Fundamental Investments
Pennsylvania
$5.03M +$1.25M +10,600 +33%
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