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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.39B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.07B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.9B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.25B
5
TD Asset Management
TD Asset Management
Ontario, Canada
$1.47B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
Fidelity International
Fidelity International
Bermuda
$524M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336M
4
Bank of America
Bank of America
North Carolina
$176M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
176
SIG North Trading
Pennsylvania
$1.49M -$3.48M -39,096 -70%
NIM
177
Nexus Investment Management
Ontario, Canada
$1.47M – – –
Capital Fund Management (CFM)
178
Capital Fund Management (CFM)
France
$1.46M -$521K -5,851 -26%
AWM
179
AE Wealth Management
Kansas
$1.44M +$700K +7,852 +95%
MCM
180
Mainstay Capital Management
Michigan
$1.41M +$17.4K +195 +1%
AAM
181
Advisors Asset Management
Colorado
$1.39M +$104K +1,170 +8%
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$1.34M +$1.34M +15,000 New
NGA
183
Naples Global Advisors
Florida
$1.34M +$37K +415 +3%
AIM
184
Aigen Investment Management
New York
$1.27M +$1.27M +14,215 New
CFMC
185
Curbstone Financial Management Corp
New Hampshire
$1.26M -$17.8K -200 -1%
Victory Capital Management
186
Victory Capital Management
Texas
$1.25M +$1.25M +14,040 New
IA
187
IFG Advisory
Georgia
$1.25M +$856K +9,604 +219%
Truist Financial
188
Truist Financial
North Carolina
$1.24M +$63.6K +714 +5%
Parallax Volatility Advisers
189
Parallax Volatility Advisers
California
$1.21M +$1.21M +13,566 New
API
190
Advisor Partners II
California
$1.21M +$334K +3,745 +38%
TIM
191
Thornburg Investment Management
New Mexico
$1.2M -$2.77M -30,960 -70%
UH
192
Unigestion Holding
Switzerland
$1.18M – – –
CI
193
Cigna Investments
Connecticut
$1.13M -$18.5K -208 -2%
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$1.1M +$325K +3,650 +42%
LOAMS
195
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.1M +$255K +1,563 +30%
TYCC
196
Texas Yale Capital Corp
Florida
$1.09M -$20.1K -225 -2%
DR
197
Davis Rea
Ontario, Canada
$1.05M -$101K -1,132 -9%
FAB
198
First American Bank
Illinois
$1.03M – – –
YCM
199
Yousif Capital Management
Michigan
$1.02M – – –
CAN
200
Cetera Advisor Networks
California
$1.02M +$27.4K +308 +3%
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