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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 %
BB
251
Busey Bank
Illinois
$586K – – –
HI
252
Harbour Investments
Wisconsin
$583K +$203K +2,082 +54%
BC
253
Burney Company
Virginia
$566K -$56.3K -576 -9%
GI
254
Gradient Investments
Minnesota
$549K -$52.7K -539 -9%
ECM
255
Evergreen Capital Management
Washington
$548K +$22K +225 +4%
Capstone Investment Advisors
256
Capstone Investment Advisors
New York
$542K +$542K +5,547 New
Squarepoint
257
Squarepoint
New York
$541K -$2.7M -27,657 -83%
FFM
258
Forum Financial Management
Illinois
$535K – – –
NS
259
NBC Securities
Alabama
$531K -$16.8K -172 -3%
DMIC
260
Dixon Mitchell Investment Counsel
British Columbia, Canada
$526K -$134K -1,375 -20%
VT
261
Vise Technologies
New York
$520K +$179K +1,832 +52%
FCI
262
Financial Counselors Inc
Kansas
$515K -$391 -4 -0.1%
IF
263
Intrua Financial
Texas
$501K +$19.9K +204 +4%
OC
264
Oppenheimer & Co
New York
$491K -$57.6K -590 -11%
ZIM
265
Zacks Investment Management
Illinois
$487K – – –
LOAMS
266
Lombard Odier Asset Management (Switzerland)
Switzerland
$483K +$483K +5,002 New
BCI
267
Brinker Capital Investments
Pennsylvania
$479K +$21.9K +224 +5%
OPS
268
Orion Portfolio Solutions
Nebraska
$479K +$21.9K +224 +5%
NRD
269
Nebula Research & Development
New York
$478K +$478K +4,895 New
NL
270
NWAM LLC
Washington
$473K +$276 +3 +0.1%
PSB
271
Passumpsic Savings Bank
Vermont
$467K +$467K +4,784 New
Prudential Financial
272
Prudential Financial
New Jersey
$466K – – –
Credit Agricole
273
Credit Agricole
France
$454K +$45.6K +501 +11%
IWC
274
Integrated Wealth Concepts
Massachusetts
$453K -$22.5K -230 -5%
BFEC
275
Benjamin F. Edwards & Company
Missouri
$448K +$3.42K +35 +0.8%
9 10
11
12 13