BMO icon

Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$1.06B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.05B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$836M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.35B
5
Bank of America
Bank of America
North Carolina
$334M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$115M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$362M
3
Two Sigma Investments
Two Sigma Investments
New York
$14.4M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$1.33B
5
Millennium Management
Millennium Management
New York
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGP
176
Metis Global Partners
California
$2.78M +$2.78M +23,658 New
T. Rowe Price Associates
177
T. Rowe Price Associates
Maryland
$2.78M +$15.4K +131 +0.6%
PAI
178
Pittenger & Anderson Inc
Nebraska
$2.71M +$2.71M +22,950 New
LOAME
179
Lombard Odier Asset Management (Europe)
United Kingdom
$2.61M +$335K +2,850 +15%
HighTower Advisors
180
HighTower Advisors
Illinois
$2.61M -$58.9K -499 -2%
PAG
181
Private Advisor Group
New Jersey
$2.58M +$183K +1,554 +8%
LM
182
Lincluden Management
Ontario, Canada
$2.54M +$2.46M +20,935 +3,167%
Assenagon Asset Management
183
Assenagon Asset Management
Luxembourg
$2.53M -$175K -1,484 -6%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$2.43M +$44.2K +375 +2%
MIM
185
Manitou Investment Management
Ontario, Canada
$2.38M -$66.5K -565 -3%
LNWWM
186
Laird Norton Wetherby Wealth Management
California
$2.27M +$274K +2,327 +14%
ABC
187
Associated Banc-Corp
Wisconsin
$2.2M – – –
NP
188
NorthRock Partners
Minnesota
$2.07M +$126K +1,068 +6%
LSWM
189
Lorne Steinberg Wealth Management
Canada
$2.04M +$3.53K +30 +0.2%
MML Investors Services
190
MML Investors Services
Massachusetts
$2.03M +$87.1K +738 +4%
VanEck Associates
191
VanEck Associates
New York
$2.01M -$583K -4,956 -23%
NIM
192
Nexus Investment Management
Ontario, Canada
$1.95M – – –
LSV Asset Management
193
LSV Asset Management
Illinois
$1.95M -$1.94M -16,400 -50%
UH
194
Unigestion Holding
Switzerland
$1.86M -$314K -2,653 -14%
RE
195
RBC Europe
United Kingdom
$1.83M -$114K -962 -6%
TC
196
Tacita Capital
Ontario, Canada
$1.83M – – –
BBA
197
Baader Bank Aktiengesellschaft
Germany
$1.76M – – –
NGA
198
Naples Global Advisors
Florida
$1.76M +$5.9K +50 +0.3%
BAMF
199
BI Asset Management Fondsmaeglerselskab
Denmark
$1.75M +$1.17M +9,950 +204%
Truist Financial
200
Truist Financial
North Carolina
$1.74M -$618K -5,241 -26%
6 7
8
9 10