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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.6B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 157 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
39
Increased
158
Reduced
157
Closed
44
Calls
$1.05B
Puts
$1.12B
Net Calls
-$62.7M
Net Calls Change
-$38.5M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$277M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$172M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$130M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$94.5M
5
VPI
Value Partners Investments
Manitoba, Canada
+$81M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$706M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$221M
3
Bank of America
Bank of America
North Carolina
-$207M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
-$152M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
226
Ipswich Investment Management
Massachusetts
$725K – – –
PIC
227
Portland Investment Counsel
Ontario, Canada
$722K – – –
MPI
228
Mairs & Power Inc
Minnesota
$708K -$104K -1,154 -13%
ATPW
229
Ashton Thomas Private Wealth
Arizona
$697K -$35.1K -389 -5%
FTDI
230
First Trust Direct Indexing
Massachusetts
$690K -$31.3K -347 -4%
NAS
231
Nicolet Advisory Services
Wisconsin
$688K -$34.5K -378 -5%
PP
232
Prudential plc
United Kingdom
$686K +$686K +7,602 New
JFG
233
Jefferies Financial Group
New York
$676K – – –
VCS
234
Vaughan & Co Securities
New Jersey
$672K -$4.06K -45 -0.6%
CCM
235
Chiron Capital Management
Florida
$637K +$68.3K +757 +12%
HI
236
Harbour Investments
Wisconsin
$622K +$57.8K +641 +10%
TT
237
TI-Trust
Illinois
$604K – – –
CGA
238
Crescent Grove Advisors
Illinois
$582K -$89.3K -990 -13%
HTIM
239
Harbour Trust & Investment Management
Indiana
$572K +$15.5K +172 +3%
Pacer Advisors
240
Pacer Advisors
Pennsylvania
$564K -$9.92K -110 -2%
WANY
241
Wealthspire Advisors (New York)
New York
$562K – – –
GVAG
242
Great Valley Advisor Group
Delaware
$560K +$22.7K +252 +4%
MWA
243
Midland Wealth Advisors
Illinois
$559K – – –
KAS
244
Kestra Advisory Services
Texas
$557K -$130K -1,437 -19%
DWT
245
Dorsey & Whitney Trust
South Dakota
$547K -$9.47K -105 -2%
BB
246
Busey Bank
Illinois
$541K – – –
PP
247
Pacifica Partners
Canada
$541K – – –
Barclays
248
Barclays
United Kingdom
$534K +$221K +2,455 +71%
SC
249
Syon Capital
California
$533K -$92.2K -1,022 -15%
XT
250
XTX Topco
Cayman Islands
$526K -$827K -9,168 -61%
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