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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.

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

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$584M
2
Goldman Sachs
Goldman Sachs
New York
$97.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$710M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
126
Barclays
United Kingdom
$4.86M -$1.58M -18,084 -25%
CGH
127
Crossmark Global Holdings
Texas
$4.68M +$236K +2,697 +5%
Stifel Financial
128
Stifel Financial
Missouri
$4.65M +$241K +2,745 +5%
Ameriprise
129
Ameriprise
Minnesota
$4.38M +$1.48M +16,903 +51%
MME
130
Meag Munich Ergo
Germany
$4.03M +$443K +5,026 +12%
TIM
131
Thornburg Investment Management
New Mexico
$3.89M -$3.06M -34,980 -44%
LSWM
132
Lorne Steinberg Wealth Management
Canada
$3.74M +$2.2M +24,886 +142%
ACIM
133
Azimuth Capital Investment Management
Michigan
$3.65M -$161K -1,840 -4%
SAM
134
Shell Asset Management
Netherlands
$3.64M -$2.28M -25,892 -39%
Assenagon Asset Management
135
Assenagon Asset Management
Luxembourg
$3.31M +$1.26M +14,341 +62%
O
136
Ossiam
France
$3.25M +$3.25M +36,931 New
M
137
Murchinson
Ontario, Canada
$3.09M +$3.09M +25,526 New
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$3.01M +$95.6K +1,000 +3%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$2.92M +$761K +8,682 +35%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$2.9M +$96.6K +1,102 +3%
QC
141
Quadrature Capital
United Kingdom
$2.89M -$23.6M -266,200 -89%
RG
142
Rathbones Group
United Kingdom
$2.81M -$110K -1,250 -4%
PAG
143
Private Advisor Group
New Jersey
$2.78M +$458K +5,225 +20%
SLA
144
Silver Lake Advisory
Utah
$2.72M – – –
Baird Financial Group
145
Baird Financial Group
Wisconsin
$2.71M +$11.5K +131 +0.4%
Osaic Holdings
146
Osaic Holdings
Arizona
$2.57M +$117K +1,330 +5%
FM
147
Foster & Motley
Ohio
$2.39M -$444K -5,063 -16%
WF
148
WoodTrust Financial
Wisconsin
$2.37M – – –
AIM
149
Artemis Investment Management
United Kingdom
$2.36M -$1.91M -21,631 -45%
APG Asset Management
150
APG Asset Management
Netherlands
$2.35M -$2.89M -32,100 -55%
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