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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$426M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.12B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.75B
4
BGC
Beutel, Goodman & Co
Ontario, Canada
$394M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$733M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$584M
2
Goldman Sachs
Goldman Sachs
New York
$97.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$710M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$1.47M +$753K +8,589 +105%
Creative Planning
177
Creative Planning
Kansas
$1.47M +$354K +4,038 +32%
NIM
178
Nexus Investment Management
Ontario, Canada
$1.46M – – –
Twin Tree Management
179
Twin Tree Management
Texas
$1.46M +$9.73K +111 +0.7%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$1.34M +$1.34M +15,269 New
NGA
181
Naples Global Advisors
Florida
$1.33M +$28.9K +330 +2%
BBA
182
Baader Bank Aktiengesellschaft
Germany
$1.31M – – –
MCM
183
Mainstay Capital Management
Michigan
$1.31M +$220K +2,510 +20%
CFMC
184
Curbstone Financial Management Corp
New Hampshire
$1.26M – – –
SWP
185
Stratos Wealth Partners
Ohio
$1.24M -$954K -10,881 -43%
AAM
186
Advisors Asset Management
Colorado
$1.22M +$20.4K +233 +2%
UH
187
Unigestion Holding
Switzerland
$1.18M -$1.31M -14,964 -53%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$1.16M +$6.92K +79 +0.6%
DR
189
Davis Rea
Ontario, Canada
$1.15M -$1.16M -13,146 -50%
CI
190
Cigna Investments
Connecticut
$1.13M +$45.3K +514 +4%
RWM
191
Ritholtz Wealth Management
New York
$1.12M +$262K +2,993 +31%
ACM
192
Ativo Capital Management
Illinois
$1.12M +$1.12M +12,744 New
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$1.11M +$347K +3,956 +45%
Truist Financial
194
Truist Financial
North Carolina
$1.08M -$110K -1,258 -9%
Squarepoint
195
Squarepoint
New York
$1.07M +$885K +10,101 +484%
TYCC
196
Texas Yale Capital Corp
Florida
$1.06M +$35.1K +400 +3%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$538K -6,131 -34%
Comerica Bank
198
Comerica Bank
Texas
$1.04M +$138K +1,537 +15%
BWP
199
Baldwin Wealth Partners
Massachusetts
$1.02M – – –
CP
200
CenterBook Partners
Connecticut
$1.01M -$1.55M -17,650 -60%
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