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Bank of Montreal
BMO

Overview Fund Activity

483 hedge funds and large institutions have $26.1B invested in Bank of Montreal in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
-20
Holders Change %
-3.98%
% of All Funds
8.17%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.39%
New
50
Increased
169
Reduced
140
Closed
62
Calls
$302M
Puts
$490M
Net Calls
-$188M
Net Calls Change
-$1.89M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.17B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$844M
3
Goldman Sachs
3
Goldman Sachs
New York
$287M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$146M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$5.01M
4
GC
4
Guardian Capital
Ontario, Canada
$258M
5
IIM
5
Intact Investment Management
Quebec, Canada
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
201
Texas Yale Capital Corp
Florida
$1.12M – – –
BWP
202
Baldwin Wealth Partners
Massachusetts
$1.12M – – –
FAB
203
First American Bank
Illinois
$1.11M -$3.65K -38 -0.3%
PP
204
Pegasus Partners
Wisconsin
$1.1M – – –
FCI
205
Financial Counselors Inc
Kansas
$1.06M -$61.3K -637 -5%
IGWM
206
ICA Group Wealth Management
Colorado
$1.05M -$19K -184 -2%
NSAM
207
North Star Asset Management
Wisconsin
$1.02M +$33.8K +351 +3%
TRCT
208
Tower Research Capital (TRC)
New York
$997K -$1.92M -20,029 -66%
ST
209
Smithfield Trust
Pennsylvania
$988K – – –
Two Sigma Advisers
210
Two Sigma Advisers
New York
$981K +$981K +10,200 New
State Street
211
State Street
Massachusetts
$976K – – –
CAN
212
Cetera Advisor Networks
California
$966K +$108K +1,125 +13%
Comerica Bank
213
Comerica Bank
Texas
$964K -$7.8K -81 -0.8%
YCM
214
Yousif Capital Management
Michigan
$958K -$6.74K -70 -0.7%
CGA
215
Crescent Grove Advisors
Illinois
$948K -$265K -2,751 -22%
RWM
216
Ritholtz Wealth Management
New York
$939K +$58.5K +608 +7%
KAS
217
Kestra Advisory Services
Texas
$931K +$230K +2,386 +33%
AP
218
Advisor Partners
California
$930K -$19.4K -202 -2%
TC
219
Tacita Capital
Ontario, Canada
$917K -$573K -5,960 -38%
CP
220
Castleview Partners
Texas
$905K +$903K +39,121 +39,121%
JFGIW
221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$903K -$39.8K -414 -4%
SP
222
Symmetry Partners
Connecticut
$888K – – –
Capital World Investors
223
Capital World Investors
California
$885K +$885K +9,200 New
AWM
224
AE Wealth Management
Kansas
$868K -$29K -302 -3%
EFS
225
Essex Financial Services
Connecticut
$866K -$410K -4,266 -32%
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