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Bank of Montreal
BMO

Overview Fund Activity

488 hedge funds and large institutions have $33.8B invested in Bank of Montreal in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
7.07%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.38%
New
52
Increased
179
Reduced
149
Closed
42
Calls
$784M
Puts
$676M
Net Calls
+$108M
Net Calls Change
-$129M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.32B
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$374M
3
Capital Research Global Investors
Capital Research Global Investors
California
$307M
4
TWC
TD Waterhouse Canada
Ontario, Canada
$296M
5
Goldman Sachs
Goldman Sachs
New York
$440M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.22B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Bank of America
Bank of America
North Carolina
$200M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.28B
5
Morgan Stanley
Morgan Stanley
New York
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
226
Ipswich Investment Management
Massachusetts
$785K -$9.77K -100 -1%
NAS
227
Nicolet Advisory Services
Wisconsin
$782K -$222K -2,252 -22%
FTDI
228
First Trust Direct Indexing
Massachusetts
$779K +$29.8K +305 +4%
JFG
229
Jefferies Financial Group
New York
$742K +$9.77K +100 +1%
CGA
230
Crescent Grove Advisors
Illinois
$727K -$39.5K -404 -5%
KAS
231
Kestra Advisory Services
Texas
$722K +$17K +174 +2%
VCS
232
Vaughan & Co Securities
New Jersey
$721K -$68K -696 -9%
Axa
233
Axa
France
$719K -$5.47K -56 -0.8%
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$683K -$87.9K -901 -11%
CS
235
Candriam SCA
Luxembourg
$669K -$22M -224,966 -97%
GA
236
GoalVest Advisory
New York
$663K +$663K +6,783 New
TT
237
TI-Trust
Illinois
$654K – – –
SO
238
STRS Ohio
Ohio
$647K – – –
DR
239
Davis Rea
Ontario, Canada
$643K -$288K -2,948 -31%
Wolverine Trading
240
Wolverine Trading
Illinois
$639K -$789K -8,077 -55%
JSW
241
Journey Strategic Wealth
New Jersey
$632K +$632K +6,471 New
SC
242
Syon Capital
California
$624K -$601K -6,149 -49%
Pacer Advisors
243
Pacer Advisors
Pennsylvania
$624K -$23.1K -236 -4%
CA
244
Cetera Advisors
Colorado
$612K +$386K +3,953 +171%
HTIM
245
Harbour Trust & Investment Management
Indiana
$608K -$29.8K -305 -5%
PP
246
Pacifica Partners
Canada
$606K +$211K +2,204 +53%
MWA
247
Monograph Wealth Advisors
California
$604K +$604K +6,179 New
DWT
248
Dorsey & Whitney Trust
South Dakota
$602K +$41.8K +428 +7%
Simplex Trading
249
Simplex Trading
Illinois
$597K +$597K +6,122 New
GVAG
250
Great Valley Advisor Group
Delaware
$592K +$186K +1,905 +46%
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