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Bank of Montreal

476 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, 157 increasing their positions, 172 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.43% more ownership

Funds ownership: 47.65%48.08% (+0.43%)

4% less call options, than puts

Call options by funds: $605M | Put options by funds: $629M

9% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 172

3% less funds holding

Funds holding: 492476 (-16)

14% less capital invested

Capital invested by funds: $33.8B → $29.3B (-$4.59B)

15% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 62

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

Holders
476
Holders Change
-16
Holders Change %
-3.25%
% of All Funds
6.87%
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
157
Reduced
172
Closed
62
Calls
$605M
Puts
$629M
Net Calls
-$24.2M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
251
Midland Wealth Advisors
Illinois
$520K -$708K -7,792 -56%
HTIM
252
Harbour Trust & Investment Management
Indiana
$517K -$4.81K -53 -0.9%
DWT
253
Dorsey & Whitney Trust
South Dakota
$517K
VT
254
Vise Technologies
New York
$513K +$71.6K +788 +15%
Wolverine Trading
255
Wolverine Trading
Illinois
$511K -$41K -451 -7%
PP
256
Pacifica Partners
Canada
$509K -$32.1K -354 -6%
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
$507K +$199K +2,190 +57%
BB
258
Busey Bank
Illinois
$503K
GVAG
259
Great Valley Advisor Group
Delaware
$500K -$9.08K -100 -2%
GI
260
Gradient Investments
Minnesota
$474K +$2.36K +26 +0.5%
GT
261
Greenleaf Trust
Michigan
$472K +$511K +5,624 New
FFM
262
Forum Financial Management
Illinois
$459K
ECM
263
Evergreen Capital Management
Washington
$445K -$27.6K -304 -5%
OC
264
Oppenheimer & Co
New York
$439K +$19.1K +210 +4%
Cerity Partners
265
Cerity Partners
New York
$439K -$482K -5,303 -50%
GCM
266
Graham Capital Management
Connecticut
$438K +$474K +5,221 New
FCI
267
Financial Counselors Inc
Kansas
$433K -$9.63K -106 -2%
DR
268
Davis Rea
Ontario, Canada
$433K -$129K -1,426 -22%
AAS
269
Avantax Advisory Services
Texas
$431K +$102K +1,128 +28%
KWM
270
Kingsview Wealth Management
Oregon
$430K +$466K +5,131 New
NS
271
NBC Securities
Alabama
$425K -$33.7K -371 -7%
PSB
272
Passumpsic Savings Bank
Vermont
$422K +$23K +253 +5%
TWM
273
Tradition Wealth Management
Minnesota
$415K +$180K +1,985 +67%
Focus Partners Wealth
274
Focus Partners Wealth
Massachusetts
$409K +$442K +4,872 New
GIBU
275
Gulf International Bank (UK)
United Kingdom
$406K +$28.3K +312 +7%

BMO Hedge Fund Activity: Q2 2024 in Review

476 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q2 2024, worth a combined $29.3B — down 14% from $33.8B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of BMO and 53 opened new positions — a net loss of 9 holders — while 172 trimmed existing stakes and 157 added.

The largest buyer was Federation des caisses Desjardins du Quebec, adding an estimated $351M. The largest seller was Royal Bank of Canada, cutting an estimated $539M.

  • 476 institutional investors held Bank of Montreal (BMO) as of Q2 2024, down from 492 in Q1 2024.
  • Funds reported $29.3B of Bank of Montreal stock for Q2 2024, down 14% quarter-over-quarter.
  • 53 funds opened new Bank of Montreal positions in Q2 2024 and 62 closed out, a net change of -9 holders.
  • The largest Bank of Montreal buyer in Q2 2024 was Federation des caisses Desjardins du Quebec, an estimated $351M added.
  • The largest Bank of Montreal seller in Q2 2024 was Royal Bank of Canada, an estimated $539M sold.

Based on aggregated 13F filings for Q2 2024.