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Bank of Montreal
BMO

Overview Fund Activity

482 hedge funds and large institutions have $33.5B invested in Bank of Montreal in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+32
Holders Change %
+7.11%
% of All Funds
7.07%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.41%
New
77
Increased
147
Reduced
171
Closed
39
Calls
$934M
Puts
$698M
Net Calls
+$236M
Net Calls Change
+$119M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$567M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$317M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$208M
4
Bank of America
Bank of America
North Carolina
+$178M
5
ClearBridge Investments
ClearBridge Investments
New York
+$95.3M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$343M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$238M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$147M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$126M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
276
Operose Advisors
Wisconsin
$453K +$279K +2,819 +160%
BCM
277
Bayesian Capital Management
New York
$451K +$451K +4,563 New
BFEC
278
Benjamin F. Edwards & Company
Missouri
$450K +$16.5K +167 +4%
Credit Agricole
279
Credit Agricole
France
$444K – – –
RP
280
Rowlandmiller & Partners
Georgia
$443K – – –
AFP
281
Ausdal Financial Partners
Iowa
$440K -$2.77K -28 -0.6%
ACM
282
Avalon Capital Management
California
$430K -$24.7K -250 -5%
BFO
283
Biltmore Family Office
North Carolina
$429K +$5.34K +54 +1%
XT
284
XTX Topco
Cayman Islands
$424K +$424K +4,286 New
GIBU
285
Gulf International Bank (UK)
United Kingdom
$416K -$101K -1,020 -20%
WIA
286
World Investment Advisors
California
$414K +$414K +4,189 New
GVAG
287
Great Valley Advisor Group
Delaware
$411K +$99 +1 +0%
EIG
288
Ellenbecker Investment Group
Wisconsin
$406K – – –
CB
289
Commerce Bank
Missouri
$396K -$3.36K -34 -0.8%
WPW
290
Watershed Private Wealth
Illinois
$396K – – –
BCM
291
Boltwood Capital Management
California
$396K – – –
FAFN
292
First Affirmative Financial Network
Colorado
$389K -$15.7K -159 -4%
D.E. Shaw & Co
293
D.E. Shaw & Co
New York
$386K -$3.33M -33,664 -90%
HI
294
Harbour Investments
Wisconsin
$384K +$55.6K +562 +17%
C
295
Certuity
Florida
$381K +$381K +3,850 New
JIC
296
Johnson Investment Counsel
Ohio
$374K +$3.17K +32 +0.9%
QCM
297
Quantinno Capital Management
New York
$369K -$1.25M -12,646 -77%
CSPIA
298
Cary Street Partners Investment Advisory
Virginia
$366K -$59.4K -600 -14%
QI
299
Qtron Investments
Massachusetts
$364K – – –
KA
300
KLCM Advisors
Wisconsin
$362K +$4.45K +45 +1%
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