Bank of Montreal
BMO
469 hedge funds and large institutions have $30.5B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 44 closing their positions.
4% more capital invested
Capital invested by funds: $29.3B → $30.5B (+$1.25B)
1% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 157
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
6% less call options, than puts
Call options by funds: $1.05B | Put options by funds: $1.12B
9% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 44
1% less funds holding
Funds holding: 476 → 469 (-7)
1.88% less ownership
Funds ownership: 48.08% → 46.2% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$262M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$163M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$155M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$123M |
| 5 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$89.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$668M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$209M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$196M |
| 4 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
-$143M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$135M |
BMO Hedge Fund Activity: Q3 2024 in Review
469 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q3 2024, worth a combined $30.5B — up 4.3% from $29.3B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of BMO and 40 opened new positions — a net loss of 4 holders — while 157 trimmed existing stakes and 159 added.
The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $262M. The largest seller was Fidelity International, cutting an estimated $668M.
- 469 institutional investors held Bank of Montreal (BMO) as of Q3 2024, down from 476 in Q2 2024.
- Funds reported $30.5B of Bank of Montreal stock for Q3 2024, up 4.3% quarter-over-quarter.
- 40 funds opened new Bank of Montreal positions in Q3 2024 and 44 closed out, a net change of -4 holders.
- The largest Bank of Montreal buyer in Q3 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $262M added.
- The largest Bank of Montreal seller in Q3 2024 was Fidelity International, an estimated $668M sold.
Based on aggregated 13F filings for Q3 2024.