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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
2
American Century Companies
Missouri
$8.17M
3
Franklin Resources
3
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
5
Bank of America
North Carolina
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
151
Rathbones Group
United Kingdom
$2.8M -$79.7K -880 -3%
LA
152
LBP AM
France
$2.64M +$2.64M +29,175 New
PAG
153
Private Advisor Group
New Jersey
$2.63M -$10.3K -123 -0.4%
Osaic Holdings
154
Osaic Holdings
Arizona
$2.62M -$41.7K -460 -2%
WF
155
WoodTrust Financial
Wisconsin
$2.46M +$12.9K +142 +0.5%
Natixis Advisors
156
Natixis Advisors
Massachusetts
$2.45M -$569K -6,279 -19%
MML Investors Services
157
MML Investors Services
Massachusetts
$2.45M +$77K +850 +3%
PRC
158
Pearl River Capital
Michigan
$2.41M +$2.41M +26,616 New
PG
159
Pendal Group
Australia
$2.37M -$3.97M -43,795 -63%
SGI
160
Summit Global Investments
Utah
$2.31M -$9.87K -109 -0.4%
AAF
161
Andra AP-fonden
Sweden
$2.21M +$2.21M +18,000 New
RWM
162
Ritholtz Wealth Management
New York
$2.19M +$1.03M +11,377 +89%
RMC
163
Resources Management Corp
Connecticut
$2.14M -$127K -1,400 -6%
FM
164
Foster & Motley
Ohio
$2.09M -$375K -4,142 -15%
Capital Fund Management (CFM)
165
Capital Fund Management (CFM)
France
$2.02M +$97.6K +1,077 +5%
US Bancorp
166
US Bancorp
Minnesota
$2.01M -$117K -1,287 -5%
S
167
Seeyond
France
$1.99M +$1.99M +22,000 New
LM
168
Lincluden Management
Ontario, Canada
$1.96M – – –
PCOC
169
Power Corp of Canada
Canada
$1.95M +$20.6K +228 +1%
Principal Financial Group
170
Principal Financial Group
Iowa
$1.86M -$45.3K -500 -2%
GC
171
Guggenheim Capital
Illinois
$1.84M -$121K -1,337 -6%
VanEck Associates
172
VanEck Associates
New York
$1.78M +$65.2K +721 +4%
DGAM
173
Desjardins Global Asset Management
Quebec, Canada
$1.74M +$1.74M +19,229 New
Mariner
174
Mariner
Kansas
$1.68M -$200K -2,209 -11%
ABC
175
Associated Banc-Corp
Wisconsin
$1.65M – – –
5 6
7
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