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Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.17%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.25B
3
AM
AGF Management
Ontario, Canada
$110M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$201M
5
Fidelity International
Fidelity International
Bermuda
$350M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$938M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.68B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
176
Corient Private Wealth
Florida
$1.59M +$649K +7,697 +69%
AAM
177
Advisors Asset Management
Colorado
$1.45M +$95.3K +1,129 +7%
NP
178
NorthRock Partners
Minnesota
$1.41M -$12.4K -146 -0.9%
Principal Financial Group
179
Principal Financial Group
Iowa
$1.41M -$119K -1,400 -8%
NIM
180
Nexus Investment Management
Ontario, Canada
$1.4M – – –
QCM
181
Quantinno Capital Management
New York
$1.38M +$973K +11,536 +238%
RJFSA
182
Raymond James Financial Services Advisors
Florida
$1.33M -$105K -1,242 -7%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$1.31M -$63.4K -752 -5%
Acadian Asset Management
184
Acadian Asset Management
Massachusetts
$1.31M +$1.3M +15,400 +36,667%
PA
185
Pinnacle Associates
New York
$1.27M +$413K +4,900 +49%
Group One Trading
186
Group One Trading
Illinois
$1.24M +$1.24M +14,709 New
NGA
187
Naples Global Advisors
Florida
$1.23M -$31K -367 -2%
FM
188
Foster & Motley
Ohio
$1.23M -$301K -3,561 -20%
ABC
189
Associated Banc-Corp
Wisconsin
$1.17M -$371K -4,396 -24%
IA
190
IFG Advisory
Georgia
$1.16M -$17.2K -204 -1%
CFMC
191
Curbstone Financial Management Corp
New Hampshire
$1.15M -$33.7K -400 -3%
CI
192
Cigna Investments
Connecticut
$1.14M +$14.6K +172 +1%
Walleye Trading
193
Walleye Trading
New York
$1.13M -$1.58M -18,677 -58%
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$1.12M +$59.4K +704 +6%
UH
195
Unigestion Holding
Switzerland
$1.11M – – –
Victory Capital Management
196
Victory Capital Management
Texas
$1.02M – – –
YCM
197
Yousif Capital Management
Michigan
$993K +$15.2K +180 +2%
DR
198
Davis Rea
Ontario, Canada
$989K -$28.3K -335 -3%
API
199
Advisor Partners II
California
$985K +$4.56K +54 +0.5%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$952K -$146K -1,728 -13%
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