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Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.17%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.25B
3
AM
AGF Management
Ontario, Canada
$110M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$201M
5
Fidelity International
Fidelity International
Bermuda
$350M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$938M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.68B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
126
Dana Investment Advisors
Wisconsin
$4.81M +$2.95K +35 +0.1%
RBC
127
Romano Brothers & Co
Illinois
$4.75M -$180K -2,128 -4%
Stifel Financial
128
Stifel Financial
Missouri
$4.66M -$100K -1,185 -2%
BPA
129
Beacon Pointe Advisors
California
$4.46M +$4.46M +52,877 New
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$4.44M -$8.35K -99 -0.2%
RG
131
Rathbones Group
United Kingdom
$4.38M +$1.8M +21,195 +69%
AllianceBernstein
132
AllianceBernstein
Tennessee
$4.35M +$134K +1,585 +3%
PCOC
133
Power Corp of Canada
Canada
$4.21M +$55.4K +652 +1%
O
134
Ossiam
France
$3.93M +$886K +10,452 +29%
PIC
135
PCJ Investment Counsel
Ontario, Canada
$3.86M +$603K +7,150 +18%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$3.82M +$3.82M +45,279 New
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$3.75M +$127K +1,500 +4%
HIM
138
Hillsdale Investment Management
Ontario, Canada
$3.7M +$222K +2,630 +6%
Assenagon Asset Management
139
Assenagon Asset Management
Luxembourg
$3.63M +$63.8K +753 +2%
CGH
140
Crossmark Global Holdings
Texas
$3.6M +$61.7K +753 +2%
QP
141
Quilter Plc
United Kingdom
$3.51M – – –
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$3.5M +$512K +6,071 +17%
ACIM
143
Azimuth Capital Investment Management
Michigan
$3.41M +$35.9K +425 +1%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$3.17M +$67.5K +800 +2%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$3.04M +$54.6K +647 +2%
CF
146
Canoe Financial
Alberta, Canada
$2.96M – – –
AWM
147
AE Wealth Management
Kansas
$2.83M +$1.32M +15,612 +87%
Osaic Holdings
148
Osaic Holdings
Arizona
$2.82M +$444K +5,260 +19%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$2.82M +$167K +1,985 +6%
MGP
150
Metis Global Partners
California
$2.8M +$10.7K +127 +0.4%
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