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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 %
William Blair & Company
201
William Blair & Company
Illinois
$949K +$145K +1,719 +18%
FAB
202
First American Bank
Illinois
$938K -$34K -403 -3%
NAS
203
Nicolet Advisory Services
Wisconsin
$932K +$9.23K +115 +1%
RB
204
Rodgers Brothers
Pennsylvania
$926K +$50.6K +600 +6%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$909K +$4.64K +55 +0.5%
GC
206
Guggenheim Capital
Illinois
$907K -$57.9K -686 -6%
CAN
207
Cetera Advisor Networks
California
$905K +$2.78K +33 +0.3%
PI
208
PEAK6 Investments
Illinois
$901K +$771K +9,138 +592%
TYCC
209
Texas Yale Capital Corp
Florida
$898K -$99.1K -1,175 -10%
ACM
210
Ativo Capital Management
Illinois
$889K -$8.35K -99 -0.9%
PAMP
211
Polar Asset Management Partners
Ontario, Canada
$887K +$887K +10,500 New
Capital Fund Management (CFM)
212
Capital Fund Management (CFM)
France
$885K -$194K -2,300 -18%
DADC
213
D.A. Davidson & Co
Montana
$863K -$10.7K -127 -1%
IP
214
Ignite Planners
California
$859K +$859K +10,625 New
PA
215
Probity Advisors
Texas
$839K +$33.3K +395 +4%
ST
216
Smithfield Trust
Pennsylvania
$824K – – –
Capital World Investors
217
Capital World Investors
California
$822K +$10.8K +128 +1%
ATPW
218
Ashton Thomas Private Wealth
Arizona
$813K +$11.5K +136 +1%
VPIM
219
Vanguard Personalized Indexing Management
California
$802K +$156K +1,847 +24%
CAM
220
Cresset Asset Management
Illinois
$789K -$11.4K -135 -1%
PP
221
Pegasus Partners
Wisconsin
$778K – – –
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$760K +$63.9K +757 +9%
MPI
223
Mairs & Power Inc
Minnesota
$759K – – –
NSAM
224
North Star Asset Management
Wisconsin
$758K -$80.2K -950 -10%
RWM
225
Ritholtz Wealth Management
New York
$756K -$298K -3,528 -28%
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