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Bank of Montreal
BMO

Overview Fund Activity

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.17B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$844M
3
Goldman Sachs
3
Goldman Sachs
New York
$287M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$146M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$5.01M
4
GC
4
Guardian Capital
Ontario, Canada
$258M
5
IIM
5
Intact Investment Management
Quebec, Canada
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$5.59M -$326K -3,388 -6%
Voloridge Investment Management
127
Voloridge Investment Management
Florida
$5.37M -$43.6K -453 -0.8%
APG Asset Management
128
APG Asset Management
Netherlands
$5.35M -$4.37M -47,600 -45%
DIA
129
Dana Investment Advisors
Wisconsin
$5.34M +$5.34M +55,558 New
American Century Companies
130
American Century Companies
Missouri
$5.24M +$890K +9,255 +20%
AllianceBernstein
131
AllianceBernstein
Tennessee
$5.21M -$201K -2,085 -4%
BPA
132
Beacon Pointe Advisors
California
$5.11M – – –
Marshall Wace
133
Marshall Wace
United Kingdom
$5.01M -$86.1M -895,921 -94%
CGH
134
Crossmark Global Holdings
Texas
$4.87M +$235K +2,440 +5%
Stifel Financial
135
Stifel Financial
Missouri
$4.84M +$125K +1,300 +3%
AIM
136
Artemis Investment Management
United Kingdom
$4.66M +$1.84M +19,086 +65%
ACIM
137
Azimuth Capital Investment Management
Michigan
$4.18M +$4.18M +43,432 New
MME
138
Meag Munich Ergo
Germany
$3.9M -$631K -6,572 -14%
Principal Financial Group
139
Principal Financial Group
Iowa
$3.67M -$341K -3,550 -8%
CSS
140
Cubist Systematic Strategies
Connecticut
$3.5M +$2.34M +24,301 +201%
Ameriprise
141
Ameriprise
Minnesota
$3.18M -$2.22M -23,061 -41%
RG
142
Rathbones Group
United Kingdom
$3.18M -$119K -1,244 -4%
FM
143
Foster & Motley
Ohio
$3.11M +$1.92M +20,007 +163%
LOAME
144
Lombard Odier Asset Management (Europe)
United Kingdom
$3.08M +$962K +10,096 +45%
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$3.08M +$17.4K +181 +0.6%
SLA
146
Silver Lake Advisory
Utah
$2.99M – – –
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$2.98M – – –
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
$2.98M -$7.02M -72,960 -70%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$2.97M -$132K -1,371 -4%
CP
150
CenterBook Partners
Connecticut
$2.81M +$2.81M +29,207 New
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