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Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$1.06B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.05B
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$836M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.35B
5
Bank of America
Bank of America
North Carolina
$334M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$115M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$362M
3
Two Sigma Investments
Two Sigma Investments
New York
$14.4M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$1.33B
5
Millennium Management
Millennium Management
New York
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
201
Citadel Advisors
Florida
$1.72M -$20.2M -171,283 -92%
CFMC
202
Curbstone Financial Management Corp
New Hampshire
$1.72M – – –
AIM
203
Aigen Investment Management
New York
$1.7M +$1.1M +9,334 +183%
AAM
204
Advisors Asset Management
Colorado
$1.64M +$186K +1,578 +13%
EFS
205
Essex Financial Services
Connecticut
$1.57M -$148K -1,257 -9%
CGA
206
Crescent Grove Advisors
Illinois
$1.49M +$195K +1,653 +15%
SGI
207
Summit Global Investments
Utah
$1.45M -$50.4K -427 -3%
FM
208
Foster & Motley
Ohio
$1.45M +$1.45M +12,275 New
CSS
209
Cubist Systematic Strategies
Connecticut
$1.43M -$8.01M -67,874 -85%
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$1.41M +$1.02M +8,663 +260%
CI
211
Cigna Investments
Connecticut
$1.4M +$276K +2,345 +25%
TYCC
212
Texas Yale Capital Corp
Florida
$1.37M – – –
FCI
213
Financial Counselors Inc
Kansas
$1.37M +$148K +1,251 +12%
BWP
214
Baldwin Wealth Partners
Massachusetts
$1.37M +$1.37M +11,600 New
Creative Planning
215
Creative Planning
Kansas
$1.37M +$8.49K +72 +0.6%
FAB
216
First American Bank
Illinois
$1.36M – – –
PP
217
Pegasus Partners
Wisconsin
$1.35M -$85.2K -722 -6%
EFI
218
EHP Funds Inc
Canada
$1.33M +$1.33M +11,280 New
OC
219
Oppenheimer & Co
New York
$1.23M -$197K -1,671 -14%
ST
220
Smithfield Trust
Pennsylvania
$1.21M – – –
NSAM
221
North Star Asset Management
Wisconsin
$1.21M -$33.3K -282 -3%
State Street
222
State Street
Massachusetts
$1.2M – – –
Comerica Bank
223
Comerica Bank
Texas
$1.19M -$2.7K -23 -0.2%
YCM
224
Yousif Capital Management
Michigan
$1.18M – – –
AP
225
Advisor Partners
California
$1.17M -$47.6K -403 -4%
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