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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.39B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.07B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.9B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.25B
5
TD Asset Management
TD Asset Management
Ontario, Canada
$1.47B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
Fidelity International
Fidelity International
Bermuda
$524M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336M
4
Bank of America
Bank of America
North Carolina
$176M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
126
AllianceBernstein
Tennessee
$4.65M -$486K -5,456 -9%
PIC
127
PCJ Investment Counsel
Ontario, Canada
$4.63M -$2.6M -29,150 -36%
D.E. Shaw & Co
128
D.E. Shaw & Co
New York
$4.39M +$1.18M +13,217 +37%
CGH
129
Crossmark Global Holdings
Texas
$4.31M -$166K -1,866 -4%
PCOC
130
Power Corp of Canada
Canada
$4.15M +$2.3M +26,782 +124%
NB
131
Northwest Bancshares
Pennsylvania
$4.07M +$4.07M +45,625 New
Man Group
132
Man Group
United Kingdom
$3.92M -$17.9M -198,186 Closed
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$3.81M +$748K +8,400 +24%
O
134
Ossiam
France
$3.63M -$585K -6,573 -14%
ACIM
135
Azimuth Capital Investment Management
Michigan
$3.57M -$58.4K -655 -2%
QP
136
Quilter Plc
United Kingdom
$3.51M -$838K -1,140 -19%
Assenagon Asset Management
137
Assenagon Asset Management
Luxembourg
$3.49M +$204K +2,288 +6%
CF
138
Canoe Financial
Alberta, Canada
$3.37M +$3.37M +37,805 New
WCA
139
Westover Capital Advisors
Delaware
$3.24M +$337K +3,782 +12%
Balyasny Asset Management
140
Balyasny Asset Management
Illinois
$3.21M -$17.2M -192,508 -84%
SAM
141
Shell Asset Management
Netherlands
$3.18M +$89.3K +1,000 +3%
OAM
142
Ostrum Asset Management
France
$3.02M +$3.02M +33,964 New
Barclays
143
Barclays
United Kingdom
$3.01M -$4.01M -44,960 -57%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$2.92M -$7.66K -86 -0.3%
Voloridge Investment Management
145
Voloridge Investment Management
Florida
$2.87M +$2.87M +32,258 New
MGP
146
Metis Global Partners
California
$2.8M -$486K -5,452 -15%
SLA
147
Silver Lake Advisory
Utah
$2.8M +$31.6K +355 +1%
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
$2.78M -$153K -1,718 -5%
RG
149
Rathbones Group
United Kingdom
$2.74M -$16.7K -188 -0.6%
BC
150
Brookfield Corp
Ontario, Canada
$2.71M -$422K -4,727 -14%
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