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Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$1.06B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.05B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$836M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.35B
5
Bank of America
Bank of America
North Carolina
$334M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$115M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$362M
3
Two Sigma Investments
Two Sigma Investments
New York
$14.4M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$1.33B
5
Millennium Management
Millennium Management
New York
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
151
Principal Financial Group
Iowa
$4.92M +$4.92M +41,790 New
Capital Fund Management (CFM)
152
Capital Fund Management (CFM)
France
$4.65M -$2.88M -24,400 -38%
PCOC
153
Power Corp of Canada
Canada
$4.53M +$4.53M +26,649 New
Barclays
154
Barclays
United Kingdom
$4.43M -$4.76M -40,346 -52%
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$4.12M -$13.5M -114,545 -77%
RG
156
Rathbones Group
United Kingdom
$4.05M -$244K -2,075 -6%
Osaic Holdings
157
Osaic Holdings
Arizona
$3.89M +$157K +1,470 +4%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$3.8M -$63.8K -541 -2%
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$3.75M -$101K -860 -3%
SLA
160
Silver Lake Advisory
Utah
$3.66M -$48.4K -410 -1%
TRCT
161
Tower Research Capital (TRC)
New York
$3.58M +$3.01M +25,565 +527%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$3.54M – – –
CQS
163
Credential Qtrade Securities
$3.53M +$45.3K +385 +1%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$3.47M +$3.14M +26,604 +952%
AIM
165
Artemis Investment Management
United Kingdom
$3.46M +$3.46M +29,347 New
UB
166
UMB Bank
Missouri
$3.37M – – –
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$3.2M +$2.41M +20,453 +308%
WF
168
WoodTrust Financial
Wisconsin
$3.19M – – –
Natixis Advisors
169
Natixis Advisors
Massachusetts
$3.03M +$564K +4,780 +23%
BCM
170
Bridgeway Capital Management
Texas
$2.97M – – –
RMC
171
Resources Management Corp
Connecticut
$2.96M -$4.72K -40 -0.2%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$2.93M +$1.08M +9,150 +58%
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$2.88M +$63.2K +536 +2%
SWP
174
Stratos Wealth Partners
Ohio
$2.85M +$129K +1,096 +5%
US Bancorp
175
US Bancorp
Minnesota
$2.81M +$80K +678 +3%
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