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Bank of Montreal
BMO

Overview Fund Activity

482 hedge funds and large institutions have $33.5B invested in Bank of Montreal in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+32
Holders Change %
+7.11%
% of All Funds
7.07%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.41%
New
77
Increased
147
Reduced
171
Closed
39
Calls
$934M
Puts
$698M
Net Calls
+$236M
Net Calls Change
+$119M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$567M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$317M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$208M
4
Bank of America
Bank of America
North Carolina
+$178M
5
ClearBridge Investments
ClearBridge Investments
New York
+$95.3M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$343M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$238M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$147M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$126M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
226
ICA Group Wealth Management
Colorado
$836K – – –
RWM
227
Ritholtz Wealth Management
New York
$834K -$52K -526 -6%
VPIM
228
Vanguard Personalized Indexing Management
California
$830K -$110K -1,115 -12%
BFG
229
Berger Financial Group
Minnesota
$824K -$19.8K -200 -2%
IIM
230
Ipswich Investment Management
Massachusetts
$805K -$8.91K -90 -1%
VCS
231
Vaughan & Co Securities
New Jersey
$800K +$197K +1,988 +33%
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$782K -$49.5K -500 -6%
CGA
233
Crescent Grove Advisors
Illinois
$777K -$79.6K -805 -9%
S
234
SignatureFD
Georgia
$772K -$106K -1,076 -12%
FM
235
Foster & Motley
Ohio
$762K -$679K -6,859 -47%
FTDI
236
First Trust Direct Indexing
Massachusetts
$759K +$30.9K +312 +4%
HF
237
HRT Financial
New York
$757K +$757K +7,657 New
PP
238
Pegasus Partners
Wisconsin
$756K -$156K -1,580 -17%
JFG
239
Jefferies Financial Group
New York
$741K – – –
Axa
240
Axa
France
$734K -$12.3M -124,451 -94%
KAS
241
Kestra Advisory Services
Texas
$714K -$109K -1,099 -13%
MM
242
MQS Management
New York
$703K +$135K +1,365 +24%
QT
243
Quantbot Technologies
New York
$700K +$166K +1,676 +31%
UM
244
UniSuper Management
Australia
$682K – – –
DMIC
245
Dixon Mitchell Investment Counsel
British Columbia, Canada
$680K +$32.4K +322 +5%
TT
246
TI-Trust
Illinois
$662K – – –
SO
247
STRS Ohio
Ohio
$658K – – –
Pacer Advisors
248
Pacer Advisors
Pennsylvania
$655K +$12.5K +126 +2%
BBVA
249
Banco Bilbao Vizcaya Argentaria
Spain
$652K -$131K -1,332 -17%
HTIM
250
Harbour Trust & Investment Management
Indiana
$646K +$646K +6,526 New
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