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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 %
Cerity Partners
251
Cerity Partners
New York
$639K +$639K +6,459 New
BC
252
Burney Company
Virginia
$630K +$6.63K +67 +1%
EGM
253
Engineers Gate Manager
New York
$615K +$615K +6,163 New
GI
254
Gradient Investments
Minnesota
$610K +$104K +1,051 +21%
TRCT
255
Tower Research Capital (TRC)
New York
$600K -$1.19K -12 -0.2%
BB
256
Busey Bank
Illinois
$594K -$9.89K -100 -2%
DWT
257
Dorsey & Whitney Trust
South Dakota
$568K +$11.5K +116 +2%
BFG
258
Beacon Financial Group
Texas
$565K -$9K -91 -2%
Group One Trading
259
Group One Trading
Illinois
$559K -$897K -9,062 -62%
OC
260
Oppenheimer & Co
New York
$556K -$35.2K -356 -6%
NS
261
NBC Securities
Alabama
$555K -$152K -1,534 -21%
FFM
262
Forum Financial Management
Illinois
$542K -$86.8K -877 -14%
ECM
263
Evergreen Capital Management
Washington
$532K +$186K +1,878 +54%
VF
264
Virtu Financial
New York
$525K +$525K +5,302 New
FCI
265
Financial Counselors Inc
Kansas
$522K – – –
NL
266
NWAM LLC
Washington
$508K -$98.5K -996 -16%
SWM
267
Silverlake Wealth Management
Vermont
$497K +$57.4K +580 +13%
ZIM
268
Zacks Investment Management
Illinois
$494K -$271K -2,738 -35%
PG
269
Patten Group
Tennessee
$493K -$18.6K -188 -4%
IF
270
Intrua Financial
Texas
$487K +$84.5K +854 +21%
IWC
271
Integrated Wealth Concepts
Massachusetts
$481K +$3.56K +36 +0.7%
Prudential Financial
272
Prudential Financial
New Jersey
$472K – – –
BCI
273
Brinker Capital Investments
Pennsylvania
$461K -$52.9K -536 -10%
OPS
274
Orion Portfolio Solutions
Nebraska
$461K -$52.9K -536 -10%
BFS
275
Baskin Financial Services
Ontario, Canada
$454K -$197K -1,987 -30%
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