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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.41B
2
OAC
OMERS Administration Corp
Ontario, Canada
$236M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.12B
4
MSE
MUFG Securities EMEA
United Kingdom
$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.24B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
2
Fidelity International
Fidelity International
Bermuda
$301M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.21B
4
AM
AGF Management
Ontario, Canada
$0
5
Morgan Stanley
Morgan Stanley
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
151
Ostrum Asset Management
France
$2.88M -$193K -2,135 -6%
SLA
152
Silver Lake Advisory
Utah
$2.84M – – –
Natixis Advisors
153
Natixis Advisors
Massachusetts
$2.84M +$505K +5,589 +22%
RG
154
Rathbones Group
United Kingdom
$2.76M -$22.1K -244 -0.8%
Man Group
155
Man Group
United Kingdom
$2.74M +$2.74M +30,365 New
SAM
156
Shell Asset Management
Netherlands
$2.72M -$497K -5,500 -15%
SFI
157
Susquehanna Fundamental Investments
Pennsylvania
$2.69M +$33.3K +369 +1%
HPG
158
Harvest Portfolios Group
Ontario, Canada
$2.68M +$263K +2,909 +11%
Twin Tree Management
159
Twin Tree Management
Texas
$2.67M -$4.03M -44,643 -60%
Osaic Holdings
160
Osaic Holdings
Arizona
$2.55M -$62.4K -691 -2%
WF
161
WoodTrust Financial
Wisconsin
$2.54M +$91.2K +1,010 +4%
MML Investors Services
162
MML Investors Services
Massachusetts
$2.22M +$2.22M +24,620 New
MSRPS
163
Maryland State Retirement & Pension System
Maryland
$2.17M +$213K +2,362 +11%
APG Asset Management
164
APG Asset Management
Netherlands
$2.16M -$24.9K -300 -1%
Creative Planning
165
Creative Planning
Kansas
$2.09M +$237K +2,629 +13%
RMC
166
Resources Management Corp
Connecticut
$2.07M +$1.97M +21,804 +2,026%
UB
167
UMB Bank
Missouri
$2.04M – – –
Mariner
168
Mariner
Kansas
$1.99M +$168K +1,865 +9%
GF
169
Gries Financial
Ohio
$1.95M +$1.95M +21,586 New
US Bancorp
170
US Bancorp
Minnesota
$1.94M -$45.5K -504 -2%
PAG
171
Private Advisor Group
New Jersey
$1.88M -$278 -3 -0%
Truist Financial
172
Truist Financial
North Carolina
$1.84M +$584K +6,463 +46%
CP
173
Cumberland Partners
Ontario, Canada
$1.84M -$16.3M -180,640 -90%
AFM
174
Anson Funds Management
Texas
$1.81M +$1.81M +20,000 New
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$1.72M +$94.2K +1,043 +6%
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