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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.41B
2
OAC
OMERS Administration Corp
Ontario, Canada
$236M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.12B
4
MSE
MUFG Securities EMEA
United Kingdom
$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.24B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
2
Fidelity International
Fidelity International
Bermuda
$301M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.21B
4
AM
AGF Management
Ontario, Canada
$0
5
Morgan Stanley
Morgan Stanley
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
176
Associated Banc-Corp
Wisconsin
$1.65M -$2.26K -25 -0.1%
FM
177
Foster & Motley
Ohio
$1.64M -$466K -5,156 -22%
Principal Financial Group
178
Principal Financial Group
Iowa
$1.63M -$116K -1,279 -7%
AWM
179
AE Wealth Management
Kansas
$1.62M +$166K +1,836 +11%
RJFSA
180
Raymond James Financial Services Advisors
Florida
$1.54M -$31.3K -347 -2%
NP
181
NorthRock Partners
Minnesota
$1.52M -$4.43K -49 -0.3%
NIM
182
Nexus Investment Management
Ontario, Canada
$1.5M – – –
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$1.48M +$1.48M +16,331 New
Squarepoint
184
Squarepoint
New York
$1.46M +$832K +9,218 +133%
AAM
185
Advisors Asset Management
Colorado
$1.45M +$33.1K +367 +2%
PP
186
PDT Partners
New York
$1.42M +$1.42M +15,671 New
Millennium Management
187
Millennium Management
New York
$1.38M -$23.9M -264,656 -95%
MCM
188
Mainstay Capital Management
Michigan
$1.36M -$70.9K -785 -5%
NGA
189
Naples Global Advisors
Florida
$1.35M -$4.52K -50 -0.3%
CFMC
190
Curbstone Financial Management Corp
New Hampshire
$1.27M -$9.03K -100 -0.7%
IA
191
IFG Advisory
Georgia
$1.26M – – –
CI
192
Cigna Investments
Connecticut
$1.2M +$57.4K +635 +5%
UH
193
Unigestion Holding
Switzerland
$1.18M -$18.3K -204 -2%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$1.18M +$170K +1,881 +17%
Capital Fund Management (CFM)
195
Capital Fund Management (CFM)
France
$1.15M -$328K -3,630 -22%
Cambridge Investment Research Advisors
196
Cambridge Investment Research Advisors
Iowa
$1.14M +$21.3K +236 +2%
RWM
197
Ritholtz Wealth Management
New York
$1.13M +$153K +1,691 +16%
Victory Capital Management
198
Victory Capital Management
Texas
$1.09M -$179K -1,981 -14%
DR
199
Davis Rea
Ontario, Canada
$1.09M +$14.9K +165 +1%
TYCC
200
Texas Yale Capital Corp
Florida
$1.07M -$38.4K -425 -3%
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