BMO icon

Bank of Montreal

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
201
Corient Private Wealth
Florida
$1.01M +$256K +2,873 +34%
ACM
202
Ativo Capital Management
Illinois
$1.01M -$67.5K -758 -6%
NAS
203
Nicolet Advisory Services
Wisconsin
$1M +$174K +1,963 +21%
GI
204
GAMCO Investors
Connecticut
$1M
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$992K -$28.5K -320 -3%
RWM
206
Ritholtz Wealth Management
New York
$962K -$1.19M -13,339 -55%
Citadel Advisors
207
Citadel Advisors
Florida
$941K +$919K +10,312 +4,209%
PP
208
Pegasus Partners
Wisconsin
$927K
RB
209
Rodgers Brothers
Pennsylvania
$925K
NSAM
210
North Star Asset Management
Wisconsin
$921K
GC
211
Guggenheim Capital
Illinois
$919K -$895K -10,048 -49%
DADC
212
D.A. Davidson & Co
Montana
$917K +$427K +4,814 +87%
Arrowstreet Capital
213
Arrowstreet Capital
Massachusetts
$909K +$909K +10,211 New
PA
214
Pinnacle Associates
New York
$900K
William Blair & Company
215
William Blair & Company
Illinois
$872K +$45.5K +511 +6%
ST
216
Smithfield Trust
Pennsylvania
$871K -$44.8K -502 -5%
Capital World Investors
217
Capital World Investors
California
$846K +$9.26K +104 +1%
Royal London Asset Management
218
Royal London Asset Management
United Kingdom
$840K +$404K +4,529 +92%
MPI
219
Mairs & Power Inc
Minnesota
$802K
State Street
220
State Street
Massachusetts
$794K
TC
221
Tacita Capital
Ontario, Canada
$793K
CGA
222
Crescent Grove Advisors
Illinois
$790K -$8.38K -94 -1%
BFG
223
Berger Financial Group
Minnesota
$782K -$14.9K -167 -2%
FCI
224
Financial Counselors Inc
Kansas
$778K -$99.3K -1,114 -11%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$778K -$7.93K -89 -1%