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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 %
ACM
276
Avalon Capital Management
California
$392K – – –
Jones Financial Companies
277
Jones Financial Companies
Missouri
$392K +$318K +3,518 +433%
SW
278
SlateStone Wealth
Florida
$386K – – –
KA
279
KLCM Advisors
Wisconsin
$374K +$18.8K +208 +5%
BCM
280
Boltwood Capital Management
California
$372K +$11.3K +125 +3%
BNP Paribas Financial Markets
281
BNP Paribas Financial Markets
France
$366K +$119K +1,314 +48%
WPW
282
Watershed Private Wealth
Illinois
$361K – – –
CB
283
Commerce Bank
Missouri
$360K +$90 +1 +0%
BEI
284
Benjamin Edwards Inc
Missouri
$357K +$357K +3,961 New
AIM
285
Aigen Investment Management
New York
$355K +$355K +3,933 New
C
286
Certuity
Florida
$354K – – –
AFG
287
Atomi Financial Group
New York
$353K +$66.8K +740 +23%
CSPIA
288
Cary Street Partners Investment Advisory
Virginia
$344K +$7.76K +86 +2%
QP
289
Quilter Plc
United Kingdom
$340K – – –
WIA
290
World Investment Advisors
California
$339K -$39K -432 -10%
Thrivent Financial for Lutherans
291
Thrivent Financial for Lutherans
Minnesota
$331K +$18.9K +209 +6%
Group One Trading
292
Group One Trading
Illinois
$328K +$328K +3,632 New
TCOV
293
Trust Company of Vermont
Vermont
$326K – – –
IWC
294
Integrated Wealth Concepts
Massachusetts
$323K -$58K -643 -15%
Squarepoint
295
Squarepoint
New York
$321K -$2.26M -25,005 -88%
JPWM
296
Jamison Private Wealth Management
Georgia
$321K – – –
MJP
297
Michael J. Puzo
$316K – – –
OA
298
Operose Advisors
Wisconsin
$314K – – –
PP
299
PDS Planning
Ohio
$310K -$7.49K -83 -2%
BJL
300
Brighton Jones LLC
Washington
$306K -$24.6K -273 -7%
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