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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
2
American Century Companies
Missouri
$8.17M
3
Franklin Resources
3
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
5
Bank of America
North Carolina
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
176
Raymond James Financial Services Advisors
Florida
$1.62M -$745K -8,221 -31%
DA
177
Duality Advisers
Florida
$1.62M +$1.1M +12,174 +214%
LNWWM
178
Laird Norton Wetherby Wealth Management
California
$1.61M -$72.4K -799 -4%
NP
179
NorthRock Partners
Minnesota
$1.53M -$69.6K -769 -4%
NIM
180
Nexus Investment Management
Ontario, Canada
$1.5M – – –
Creative Planning
181
Creative Planning
Kansas
$1.47M -$47.4K -523 -3%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$1.44M +$54.4K +600 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
183
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M -$35.6M -393,400 -96%
MCM
184
Mainstay Capital Management
Michigan
$1.42M +$67K +740 +5%
NGA
185
Naples Global Advisors
Florida
$1.32M -$53.5K -590 -4%
AAM
186
Advisors Asset Management
Colorado
$1.31M +$50.3K +555 +4%
CFMC
187
Curbstone Financial Management Corp
New Hampshire
$1.3M – – –
CP
188
CenterBook Partners
Connecticut
$1.27M +$219K +2,420 +21%
UH
189
Unigestion Holding
Switzerland
$1.22M -$9.48K -104 -0.8%
Truist Financial
190
Truist Financial
North Carolina
$1.2M +$83.2K +918 +7%
UB
191
UMB Bank
Missouri
$1.19M +$200K +2,212 +20%
CI
192
Cigna Investments
Connecticut
$1.16M – – –
DR
193
Davis Rea
Ontario, Canada
$1.15M -$3.01K -34 -0.3%
Comerica Bank
194
Comerica Bank
Texas
$1.14M – – –
TYCC
195
Texas Yale Capital Corp
Florida
$1.13M +$38.5K +425 +4%
ACM
196
Ativo Capital Management
Illinois
$1.09M -$63.3K -699 -5%
FAB
197
First American Bank
Illinois
$1.04M – – –
YCM
198
Yousif Capital Management
Michigan
$1.04M – – –
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$39K -430 -4%
GI
200
GAMCO Investors
Connecticut
$1.02M +$1.02M +11,238 New
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