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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
2
American Century Companies
Missouri
$8.17M
3
Franklin Resources
3
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
5
Bank of America
North Carolina
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
126
Dana Investment Advisors
Wisconsin
$5.12M +$72K +795 +1%
SNT
127
SIG North Trading
Pennsylvania
$5.05M -$6.59M -72,868 -57%
Stifel Financial
128
Stifel Financial
Missouri
$4.95M +$142K +1,565 +3%
JAM
129
JCIC Asset Management
Ontario, Canada
$4.87M -$233K -2,580 -5%
CGH
130
Crossmark Global Holdings
Texas
$4.55M -$283K -3,127 -6%
LOAME
131
Lombard Odier Asset Management (Europe)
United Kingdom
$4.34M +$424K +3,455 +11%
O
132
Ossiam
France
$4.29M +$949K +10,480 +28%
MME
133
Meag Munich Ergo
Germany
$4.14M – – –
AIM
134
Achmea Investment Management
Netherlands
$4.05M -$2.76M -32,514 -41%
MAM
135
Monaco Asset Management
Monaco
$4.05M +$4.05M +44,700 New
TIM
136
Thornburg Investment Management
New Mexico
$4.02M – – –
LSWM
137
Lorne Steinberg Wealth Management
Canada
$3.91M +$76.2K +841 +2%
ACIM
138
Azimuth Capital Investment Management
Michigan
$3.69M -$82.6K -912 -2%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$3.49M +$1.08M +11,911 +45%
KJHP
140
K.J. Harrison & Partners
Ontario, Canada
$3.35M +$146K +1,187 +5%
MGP
141
Metis Global Partners
California
$3.34M +$1.4M +15,427 +72%
Assenagon Asset Management
142
Assenagon Asset Management
Luxembourg
$3.33M -$64.1K -708 -2%
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$3.31M +$279K +2,900 +9%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$3.27M -$1.81M -20,038 -36%
BC
145
Brookfield Corp
Ontario, Canada
$3.17M +$3.17M +35,000 New
SAM
146
Shell Asset Management
Netherlands
$3.13M -$607K -6,700 -16%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$2.98M +$174K +1,921 +6%
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
$2.98M -$19.9K -220 -0.7%
WCA
149
Westover Capital Advisors
Delaware
$2.95M +$2.73M +30,178 +1,257%
SLA
150
Silver Lake Advisory
Utah
$2.81M – – –
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