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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
+$326M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
+$236M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$199M
4
Bank of America
Bank of America
North Carolina
+$198M
5
Charles Schwab
Charles Schwab
California
+$146M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$498M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$224M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$201M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$167M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTIM
251
Harbour Trust & Investment Management
Indiana
$517K -$4.44K -53 -0.9%
DWT
252
Dorsey & Whitney Trust
South Dakota
$517K – – –
VT
253
Vise Technologies
New York
$513K +$66.1K +788 +15%
Wolverine Trading
254
Wolverine Trading
Illinois
$511K -$37.8K -451 -7%
PP
255
Pacifica Partners
Canada
$509K -$30.2K -354 -6%
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
$507K +$184K +2,190 +57%
BB
257
Busey Bank
Illinois
$503K – – –
GVAG
258
Great Valley Advisor Group
Delaware
$500K -$8.39K -100 -2%
GI
259
Gradient Investments
Minnesota
$474K +$2.18K +26 +0.5%
GT
260
Greenleaf Trust
Michigan
$472K +$472K +5,624 New
FFM
261
Forum Financial Management
Illinois
$459K – – –
ECM
262
Evergreen Capital Management
Washington
$445K -$25.5K -304 -5%
OC
263
Oppenheimer & Co
New York
$439K +$17.6K +210 +4%
Cerity Partners
264
Cerity Partners
New York
$439K -$445K -5,303 -50%
GCM
265
Graham Capital Management
Connecticut
$438K +$438K +5,221 New
FCI
266
Financial Counselors Inc
Kansas
$433K -$8.89K -106 -2%
DR
267
Davis Rea
Ontario, Canada
$433K -$120K -1,426 -22%
AAS
268
Avantax Advisory Services
Texas
$431K +$94.6K +1,128 +28%
KWM
269
Kingsview Wealth Management
Oregon
$430K +$430K +5,131 New
NS
270
NBC Securities
Alabama
$425K -$31.1K -371 -7%
PSB
271
Passumpsic Savings Bank
Vermont
$422K +$21.2K +253 +5%
TWM
272
Tradition Wealth Management
Minnesota
$415K +$166K +1,985 +67%
Focus Partners Wealth
273
Focus Partners Wealth
Massachusetts
$409K +$409K +4,872 New
GIBU
274
Gulf International Bank (UK)
United Kingdom
$406K +$26.1K +312 +7%
Prudential Financial
275
Prudential Financial
New Jersey
$400K – – –
9 10
11
12 13