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Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.18%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.25B
3
AM
3
AGF Management
Ontario, Canada
$110M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$201M
5
Fidelity International
5
Fidelity International
Bermuda
$350M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
Public Sector Pension Investment Board (PSP Investments)
2
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$938M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.68B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
APG Asset Management
151
APG Asset Management
Netherlands
$2.71M -$275K -2,400 -9%
HighTower Advisors
152
HighTower Advisors
Illinois
$2.65M -$3.39M -40,163 -56%
HPG
153
Harvest Portfolios Group
Ontario, Canada
$2.61M +$104K +1,236 +4%
SLA
154
Silver Lake Advisory
Utah
$2.6M -$46.4K -550 -2%
OAM
155
Ostrum Asset Management
France
$2.58M -$118K -1,393 -4%
WCA
156
Westover Capital Advisors
Delaware
$2.55M -$447K -5,301 -15%
SAM
157
Shell Asset Management
Netherlands
$2.53M -$27.5K -325 -1%
Creative Planning
158
Creative Planning
Kansas
$2.48M +$530K +6,279 +27%
Squarepoint
159
Squarepoint
New York
$2.36M +$998K +11,830 +73%
WF
160
WoodTrust Financial
Wisconsin
$2.29M -$85.2K -1,010 -4%
M
161
Murchinson
Ontario, Canada
$2.11M +$2.11M +25,000 New
Wolverine Trading
162
Wolverine Trading
Illinois
$2.09M +$1.88M +22,236 +890%
Man Group
163
Man Group
United Kingdom
$2.07M -$2.74M -30,365 Closed
MSRPS
164
Maryland State Retirement & Pension System
Maryland
$2.06M +$27.6K +327 +1%
Mariner
165
Mariner
Kansas
$2M +$137K +1,627 +7%
MML Investors Services
166
MML Investors Services
Massachusetts
$1.98M -$101K -1,196 -5%
US Bancorp
167
US Bancorp
Minnesota
$1.97M +$159K +1,881 +9%
CGPCS
168
Capital Group Private Client Services
California
$1.96M -$877K -10,395 -31%
RMC
169
Resources Management Corp
Connecticut
$1.93M -$506 -6 -0%
GF
170
Gries Financial
Ohio
$1.81M -$11.8K -140 -0.6%
LNWWM
171
Laird Norton Wetherby Wealth Management
California
$1.73M +$122K +1,441 +8%
PAG
172
Private Advisor Group
New Jersey
$1.72M – – –
UB
173
UMB Bank
Missouri
$1.69M -$219K -2,592 -11%
Truist Financial
174
Truist Financial
North Carolina
$1.68M -$37K -438 -2%
CP
175
Cumberland Partners
Ontario, Canada
$1.68M -$36.4K -430 -2%
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