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Bank of Montreal
BMO

Overview Fund Activity

488 hedge funds and large institutions have $33.8B invested in Bank of Montreal in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
7.07%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.38%
New
52
Increased
179
Reduced
149
Closed
42
Calls
$784M
Puts
$676M
Net Calls
+$108M
Net Calls Change
-$129M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.32B
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$374M
3
Capital Research Global Investors
Capital Research Global Investors
California
$307M
4
TWC
TD Waterhouse Canada
Ontario, Canada
$296M
5
Goldman Sachs
Goldman Sachs
New York
$440M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.22B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Bank of America
Bank of America
North Carolina
$200M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.28B
5
Morgan Stanley
Morgan Stanley
New York
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIBU
276
Gulf International Bank (UK)
United Kingdom
$442K +$32.4K +332 +8%
PMSA
277
Patrick M. Sweeney & Associates
Illinois
$440K +$235K +2,408 +115%
EIG
278
Ellenbecker Investment Group
Wisconsin
$440K +$39.1K +400 +10%
D.E. Shaw & Co
279
D.E. Shaw & Co
New York
$440K +$58.6K +600 +15%
PG
280
Patten Group
Tennessee
$438K -$48.8K -500 -10%
RP
281
Rowlandmiller & Partners
Georgia
$437K – – –
SWM
282
Silverlake Wealth Management
Vermont
$432K -$58.1K -595 -12%
BFS
283
Baskin Financial Services
Ontario, Canada
$432K -$15.3K -157 -3%
AFP
284
Ausdal Financial Partners
Iowa
$432K -$2.25K -23 -0.5%
ACM
285
Avalon Capital Management
California
$425K – – –
BFO
286
Biltmore Family Office
North Carolina
$423K – – –
IWA
287
IBEX Wealth Advisors
New Jersey
$422K +$422K +4,660 +155,333%
AAS
288
Avantax Advisory Services
Texas
$392K +$155K +1,591 +66%
CB
289
Commerce Bank
Missouri
$391K – – –
OA
290
Operose Advisors
Wisconsin
$391K -$56.4K -577 -13%
WPW
291
Watershed Private Wealth
Illinois
$391K – – –
BCM
292
Boltwood Capital Management
California
$391K – – –
MFG
293
Merit Financial Group
Georgia
$385K +$385K +4,223 New
FAFN
294
First Affirmative Financial Network
Colorado
$383K -$1.08K -11 -0.3%
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
$377K +$377K +3,855 New
C
296
Certuity
Florida
$376K – – –
QP
297
Quilter Plc
United Kingdom
$376K +$376K +3,850 New
IAA
298
Independent Advisor Alliance
North Carolina
$371K +$101K +1,031 +37%
MCM
299
MAI Capital Management
Ohio
$364K +$364K +3,722 New
CSPIA
300
Cary Street Partners Investment Advisory
Virginia
$361K – – –
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