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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.39B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.07B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.9B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.25B
5
TD Asset Management
TD Asset Management
Ontario, Canada
$1.47B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
Fidelity International
Fidelity International
Bermuda
$524M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336M
4
Bank of America
Bank of America
North Carolina
$176M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
151
Susquehanna Fundamental Investments
Pennsylvania
$2.62M -$2.95M -33,143 -53%
Osaic Holdings
152
Osaic Holdings
Arizona
$2.58M +$1.87K +21 +0.1%
VanEck Associates
153
VanEck Associates
New York
$2.51M +$749K +8,380 +43%
WF
154
WoodTrust Financial
Wisconsin
$2.42M – – –
HPG
155
Harvest Portfolios Group
Ontario, Canada
$2.38M +$2.38M +26,761 New
CP
156
CenterBook Partners
Connecticut
$2.37M +$1.12M +12,598 +90%
LA
157
LBP AM
France
$2.37M -$228K -2,565 -9%
Natixis Advisors
158
Natixis Advisors
Massachusetts
$2.3M -$112K -1,253 -5%
APG Asset Management
159
APG Asset Management
Netherlands
$2.16M -$3.34M -40,820 -61%
FM
160
Foster & Motley
Ohio
$2.07M +$18K +202 +0.9%
UB
161
UMB Bank
Missouri
$2.02M +$849K +9,530 +73%
US Bancorp
162
US Bancorp
Minnesota
$1.96M -$14.9K -167 -0.8%
MSRPS
163
Maryland State Retirement & Pension System
Maryland
$1.94M +$1.94M +21,670 New
LM
164
Lincluden Management
Ontario, Canada
$1.92M – – –
Creative Planning
165
Creative Planning
Kansas
$1.82M +$381K +4,270 +26%
PAG
166
Private Advisor Group
New Jersey
$1.81M -$1M -11,229 -36%
Mariner
167
Mariner
Kansas
$1.8M +$148K +1,660 +9%
Principal Financial Group
168
Principal Financial Group
Iowa
$1.72M -$106K -1,193 -6%
ABC
169
Associated Banc-Corp
Wisconsin
$1.63M +$8.02K +90 +0.5%
DTL
170
Dynamic Technology Lab
Singapore
$1.61M +$1.61M +18,070 New
LNWWM
171
Laird Norton Wetherby Wealth Management
California
$1.6M +$24.9K +279 +2%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$1.55M -$46.7K -524 -3%
DGAM
173
Desjardins Global Asset Management
Quebec, Canada
$1.54M -$170K -1,915 -10%
Walleye Trading
174
Walleye Trading
New York
$1.52M +$1.52M +17,052 New
NP
175
NorthRock Partners
Minnesota
$1.5M +$1.42K +16 +0.1%
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