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Bank of Montreal
BMO

Overview Fund Activity

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.17B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$844M
3
Goldman Sachs
3
Goldman Sachs
New York
$287M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$146M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$5.01M
4
GC
4
Guardian Capital
Ontario, Canada
$258M
5
IIM
5
Intact Investment Management
Quebec, Canada
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
UH
151
Unigestion Holding
Switzerland
$2.73M +$1.22M +12,701 +81%
SGI
152
Summit Global Investments
Utah
$2.72M +$1.54M +16,005 +130%
Osaic Holdings
153
Osaic Holdings
Arizona
$2.7M -$820K -8,512 -23%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$2.69M +$305K +3,172 +13%
UB
155
UMB Bank
Missouri
$2.67M -$76.9K -800 -3%
TI
156
Trexquant Investment
Connecticut
$2.67M +$2.67M +27,743 New
PCOC
157
Power Corp of Canada
Canada
$2.64M -$660K -5,335 -20%
WF
158
WoodTrust Financial
Wisconsin
$2.6M – – –
PAG
159
Private Advisor Group
New Jersey
$2.54M +$440K +4,576 +21%
KJHP
160
K.J. Harrison & Partners
Ontario, Canada
$2.54M -$6.97M -72,487 -73%
DR
161
Davis Rea
Ontario, Canada
$2.52M -$11.1M -115,173 -81%
Capital Fund Management (CFM)
162
Capital Fund Management (CFM)
France
$2.45M -$1.34M -13,938 -35%
T. Rowe Price Associates
163
T. Rowe Price Associates
Maryland
$2.44M +$176K +1,836 +8%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$2.43M +$81.2K +844 +3%
BCM
165
Bridgeway Capital Management
Texas
$2.42M – – –
SWP
166
Stratos Wealth Partners
Ohio
$2.41M +$82.3K +856 +4%
RMC
167
Resources Management Corp
Connecticut
$2.41M -$4.81K -50 -0.2%
Natixis Advisors
168
Natixis Advisors
Massachusetts
$2.37M -$99.2K -1,032 -4%
MGP
169
Metis Global Partners
California
$2.33M +$57.1K +594 +3%
US Bancorp
170
US Bancorp
Minnesota
$2.28M -$2.69K -28 -0.1%
Assenagon Asset Management
171
Assenagon Asset Management
Luxembourg
$2.22M +$161K +1,677 +8%
HighTower Advisors
172
HighTower Advisors
Illinois
$2.2M +$73.1K +760 +3%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$2.18M +$78.7K +811,245 +4%
PAI
174
Pittenger & Anderson Inc
Nebraska
$2.12M -$83.7K -870 -4%
LM
175
Lincluden Management
Ontario, Canada
$2.08M – – –
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