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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.41B
2
OAC
OMERS Administration Corp
Ontario, Canada
$236M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.12B
4
MSE
MUFG Securities EMEA
United Kingdom
$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.24B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
2
Fidelity International
Fidelity International
Bermuda
$301M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.21B
4
AM
AGF Management
Ontario, Canada
$0
5
Morgan Stanley
Morgan Stanley
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
126
Dana Investment Advisors
Wisconsin
$5.14M +$11.7K +130 +0.2%
LPL Financial
127
LPL Financial
California
$5.14M +$102K +1,134 +2%
Stifel Financial
128
Stifel Financial
Missouri
$5.1M -$633K -7,006 -11%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$4.76M +$25.1K +278 +0.5%
AllianceBernstein
130
AllianceBernstein
Tennessee
$4.52M -$198K -2,187 -4%
PCOC
131
Power Corp of Canada
Canada
$4.42M +$54.8K +607 +1%
MGIM
132
M&G Investment Management
United Kingdom
$4.35M -$17M -188,172 -80%
CGH
133
Crossmark Global Holdings
Texas
$3.97M -$478K -5,193 -11%
Assenagon Asset Management
134
Assenagon Asset Management
Luxembourg
$3.8M +$266K +2,938 +8%
Ensign Peak Advisors
135
Ensign Peak Advisors
Utah
$3.78M – – –
HIM
136
Hillsdale Investment Management
Ontario, Canada
$3.72M -$5.17M -57,240 -58%
ACIM
137
Azimuth Capital Investment Management
Michigan
$3.61M -$4.97K -55 -0.1%
QP
138
Quilter Plc
United Kingdom
$3.58M – – –
PIC
139
PCJ Investment Counsel
Ontario, Canada
$3.49M -$1.2M -13,290 -26%
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$3.32M -$1.13M -12,517 -25%
O
141
Ossiam
France
$3.25M -$440K -4,862 -12%
WCA
142
Westover Capital Advisors
Delaware
$3.2M -$80.5K -891 -2%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$3.2M +$381K +4,224 +14%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$3.2M +$234K +2,586 +8%
CF
145
Canoe Financial
Alberta, Canada
$3.17M -$244K -2,700 -7%
JAM
146
JCIC Asset Management
Ontario, Canada
$3.07M -$1.88M -20,860 -38%
CGPCS
147
Capital Group Private Client Services
California
$3.04M +$3.04M +33,674 New
MGP
148
Metis Global Partners
California
$2.99M +$149K +1,654 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
149
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.92M +$2.92M +32,331 New
Walleye Trading
150
Walleye Trading
New York
$2.9M +$1.36M +15,009 +88%
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