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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $29.3B invested in Bank of Montreal in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 172 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-15
Holders Change %
-3.07%
% of All Funds
6.88%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
53
Increased
156
Reduced
172
Closed
61
Calls
$605M
Puts
$629M
Net Calls
-$24.2M
Net Calls Change
-$132M

Top Buyers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$407M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$1.46B
4
Bank of America
Bank of America
North Carolina
$369M
5
Charles Schwab
Charles Schwab
California
$146M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.84B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$598M
3
Capital Research Global Investors
Capital Research Global Investors
California
$62.7M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$958M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
226
Ashton Thomas Private Wealth
Arizona
$680K -$63.7K -760 -9%
NAS
227
Nicolet Advisory Services
Wisconsin
$675K -$2.9K -34 -0.4%
IIM
228
Ipswich Investment Management
Massachusetts
$674K – – –
GS
229
GTS Securities
New York
$673K +$673K +8,025 New
PIC
230
Portland Investment Counsel
Ontario, Canada
$671K – – –
Walleye Trading
231
Walleye Trading
New York
$671K +$587K +7,005 +698%
FTDI
232
First Trust Direct Indexing
Massachusetts
$670K +$1.51K +18 +0.2%
William Blair & Company
233
William Blair & Company
Illinois
$643K -$47.2K -563 -7%
KAS
234
Kestra Advisory Services
Texas
$638K +$17.9K +213 +3%
JFG
235
Jefferies Financial Group
New York
$628K -$8.39K -100 -1%
VCS
236
Vaughan & Co Securities
New Jersey
$628K +$8.89K +106 +1%
CGA
237
Crescent Grove Advisors
Illinois
$624K – – –
GA
238
GoalVest Advisory
New York
$586K +$16.8K +200 +3%
SC
239
Syon Capital
California
$581K +$45.6K +544 +9%
HSBC Holdings
240
HSBC Holdings
United Kingdom
$580K -$25.1M -299,907 -98%
FC
241
FORA Capital
Florida
$566K +$566K +6,753 New
JAM
242
JCIC Asset Management
Ontario, Canada
$562K -$121K -1,445 -18%
TT
243
TI-Trust
Illinois
$561K – – –
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$559K -$31K -368 -5%
CS
245
Candriam SCA
Luxembourg
$540K -$34.5K -411 -6%
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$533K -$2.1K -25 -0.4%
CCM
247
Chiron Capital Management
Florida
$528K +$528K +6,301 New
HI
248
Harbour Investments
Wisconsin
$525K +$24.2K +289 +5%
WANY
249
Wealthspire Advisors (New York)
New York
$522K +$522K +6,230 New
MWA
250
Midland Wealth Advisors
Illinois
$520K -$653K -7,792 -56%
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