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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
2
American Century Companies
Missouri
$8.17M
3
Franklin Resources
3
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
5
Bank of America
North Carolina
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$1.01M -$188K -2,074 -16%
CAN
202
Cetera Advisor Networks
California
$1.01M +$1.36K +15 +0.1%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$955K -$193K -2,127 -17%
PP
204
Pegasus Partners
Wisconsin
$943K -$92.2K -1,018 -9%
RB
205
Rodgers Brothers
Pennsylvania
$940K -$702K -7,750 -43%
NSAM
206
North Star Asset Management
Wisconsin
$936K -$17.8K -197 -2%
ST
207
Smithfield Trust
Pennsylvania
$929K – – –
PA
208
Pinnacle Associates
New York
$915K +$190K +2,100 +26%
NAS
209
Nicolet Advisory Services
Wisconsin
$897K +$295K +3,076 +49%
FC
210
FORA Capital
Florida
$893K +$19.7K +217 +2%
FCI
211
Financial Counselors Inc
Kansas
$892K -$70.3K -775 -7%
API
212
Advisor Partners II
California
$889K +$97.1K +1,072 +12%
Capital World Investors
213
Capital World Investors
California
$851K +$8.97K +99 +1%
William Blair & Company
214
William Blair & Company
Illinois
$840K -$1.09K -12 -0.1%
SP
215
Symmetry Partners
Connecticut
$837K – – –
MPI
216
Mairs & Power Inc
Minnesota
$815K – – –
PFO
217
Pathstone Family Office
New Jersey
$813K +$141K +1,892 +21%
CGA
218
Crescent Grove Advisors
Illinois
$812K -$4.35K -48 -0.5%
BFG
219
Berger Financial Group
Minnesota
$811K -$27.2K -300 -3%
TC
220
Tacita Capital
Ontario, Canada
$808K -$56.2K -620 -7%
State Street
221
State Street
Massachusetts
$807K -$112K -1,236 -12%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$799K -$62.4K -689 -7%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$790K -$43.2K -477 -5%
SBH
224
Segall Bryant & Hamill
Illinois
$785K – – –
PA
225
Probity Advisors
Texas
$780K -$11.1K -123 -1%
7 8
9
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