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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.6B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 157 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
39
Increased
158
Reduced
157
Closed
44
Calls
$1.05B
Puts
$1.12B
Net Calls
-$62.7M
Net Calls Change
-$38.5M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$277M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$172M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$130M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$94.5M
5
VPI
Value Partners Investments
Manitoba, Canada
+$81M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$706M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$221M
3
Bank of America
Bank of America
North Carolina
-$207M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
-$152M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
251
Acadian Asset Management
Massachusetts
$526K -$1.08M -11,944 -67%
TRCT
252
Tower Research Capital (TRC)
New York
$498K +$355K +3,939 +249%
FFM
253
Forum Financial Management
Illinois
$494K – – –
AAS
254
Avantax Advisory Services
Texas
$465K +$1.62K +18 +0.4%
PSB
255
Passumpsic Savings Bank
Vermont
$464K +$9.47K +105 +2%
HAG
256
HighPoint Advisor Group
Illinois
$460K +$160K +1,774 +53%
TWM
257
Tradition Wealth Management
Minnesota
$446K – – –
FCI
258
Financial Counselors Inc
Kansas
$443K -$22.6K -250 -5%
ECM
259
Evergreen Capital Management
Washington
$439K -$39.7K -440 -8%
BCI
260
Brinker Capital Investments
Pennsylvania
$430K +$18.4K +204 +4%
OPS
261
Orion Portfolio Solutions
Nebraska
$430K +$18.4K +204 +4%
Prudential Financial
262
Prudential Financial
New Jersey
$430K – – –
NS
263
NBC Securities
Alabama
$430K -$26.4K -293 -6%
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$428K -$170K -1,888 -28%
SC
265
Savant Capital
Illinois
$427K +$52K +577 +14%
SHGA
266
Sand Hill Global Advisors
California
$424K – – –
OC
267
Oppenheimer & Co
New York
$421K -$51.7K -573 -11%
IF
268
Intrua Financial
Texas
$418K +$13.3K +148 +3%
OCAM
269
Onex Canada Asset Management
Ontario, Canada
$413K -$7.13M -79,069 -95%
PMSA
270
Patrick M. Sweeney & Associates
Illinois
$407K – – –
EIG
271
Ellenbecker Investment Group
Wisconsin
$406K – – –
RP
272
Rowlandmiller & Partners
Georgia
$404K – – –
NL
273
NWAM LLC
Washington
$402K +$402K +4,453 New
SWM
274
Silverlake Wealth Management
Vermont
$400K +$541 +6 +0.1%
BFO
275
Biltmore Family Office
North Carolina
$393K +$1.17K +13 +0.3%
9 10
11
12 13