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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$426M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.12B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.75B
4
BGC
Beutel, Goodman & Co
Ontario, Canada
$394M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$733M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$584M
2
Goldman Sachs
Goldman Sachs
New York
$97.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$710M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$2.34M +$124K +1,417 +6%
KJHP
152
K.J. Harrison & Partners
Ontario, Canada
$2.31M -$29.2K -330 -1%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$2.29M -$165K -1,878 -7%
MML Investors Services
154
MML Investors Services
Massachusetts
$2.29M +$459K +5,238 +25%
SGI
155
Summit Global Investments
Utah
$2.25M -$234K -2,664 -9%
BCM
156
Bridgeway Capital Management
Texas
$2.21M – – –
RMC
157
Resources Management Corp
Connecticut
$2.19M – – –
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$2.14M +$146K +1,642,727 +7%
Jane Street
159
Jane Street
New York
$2.12M +$438K +5,004 +26%
US Bancorp
160
US Bancorp
Minnesota
$2.06M -$25.6K -292 -1%
GC
161
Guggenheim Capital
Illinois
$1.9M +$651K +7,432 +52%
LM
162
Lincluden Management
Ontario, Canada
$1.89M – – –
MGP
163
Metis Global Partners
California
$1.88M -$242K -2,759 -11%
PCOC
164
Power Corp of Canada
Canada
$1.87M – – –
Capital Fund Management (CFM)
165
Capital Fund Management (CFM)
France
$1.86M -$377K -4,305 -17%
Principal Financial Group
166
Principal Financial Group
Iowa
$1.85M -$1.51M -17,196 -45%
Mariner
167
Mariner
Kansas
$1.82M +$1.82M +20,703 New
MIM
168
Manitou Investment Management
Ontario, Canada
$1.81M +$22.1K +250 +1%
ACM
169
AlphaCrest Capital Management
New York
$1.79M -$4.22M -48,125 -70%
VanEck Associates
170
VanEck Associates
New York
$1.66M +$95.3K +1,088 +6%
LNWWM
171
Laird Norton Wetherby Wealth Management
California
$1.62M +$151K +1,725 +10%
ABC
172
Associated Banc-Corp
Wisconsin
$1.6M -$37.4K -426 -2%
RB
173
Rodgers Brothers
Pennsylvania
$1.59M +$1.59M +18,125 New
NP
174
NorthRock Partners
Minnesota
$1.55M -$16.7K -190 -1%
YIH
175
Y-Intercept (HK)
Hong Kong
$1.54M +$417K +4,754 +37%
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