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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
$506M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$407M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$1.46B
4
Bank of America
Bank of America
North Carolina
$369M
5
Charles Schwab
Charles Schwab
California
$146M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.84B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$598M
3
Capital Research Global Investors
Capital Research Global Investors
California
$62.7M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$958M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHGA
276
Sand Hill Global Advisors
California
$394K +$394K +4,702 New
BFEC
277
Benjamin F. Edwards & Company
Missouri
$383K -$838 -10 -0.2%
BCI
278
Brinker Capital Investments
Pennsylvania
$383K -$28.1K -335 -7%
OPS
279
Orion Portfolio Solutions
Nebraska
$383K -$28.1K -335 -7%
PMSA
280
Patrick M. Sweeney & Associates
Illinois
$378K – – –
EIG
281
Ellenbecker Investment Group
Wisconsin
$378K – – –
IF
282
Intrua Financial
Texas
$377K -$53.1K -633 -12%
RP
283
Rowlandmiller & Partners
Georgia
$375K – – –
SWM
284
Silverlake Wealth Management
Vermont
$372K +$419 +5 +0.1%
ACM
285
Avalon Capital Management
California
$365K – – –
BFO
286
Biltmore Family Office
North Carolina
$364K +$1.09K +13 +0.3%
MFG
287
Merit Financial Group
Georgia
$364K +$9.39K +112 +3%
SW
288
SlateStone Wealth
Florida
$359K +$56.8K +677 +19%
IWC
289
Integrated Wealth Concepts
Massachusetts
$354K -$34.8K -415 -9%
SSA
290
Schonfeld Strategic Advisors
New York
$352K +$352K +4,200 New
WIA
291
World Investment Advisors
California
$351K +$41.9K +500 +14%
SC
292
Savant Capital
Illinois
$349K +$349K +4,162 New
DMIC
293
Dixon Mitchell Investment Counsel
British Columbia, Canada
$344K -$108K -1,288 -24%
IGWM
294
ICA Group Wealth Management
Colorado
$337K -$368K -4,385 -52%
WPW
295
Watershed Private Wealth
Illinois
$335K – – –
BCM
296
Boltwood Capital Management
California
$335K – – –
CB
297
Commerce Bank
Missouri
$335K -$671 -8 -0.2%
KA
298
KLCM Advisors
Wisconsin
$331K +$23.5K +280 +8%
EI
299
Ethic Inc
New York
$330K +$330K +3,941 New
IAA
300
Independent Advisor Alliance
North Carolina
$330K +$11.5K +137 +4%
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