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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 %
BJL
301
Brighton Jones LLC
Washington
$356K +$7.42K +75 +2%
TCOV
302
Trust Company of Vermont
Vermont
$356K -$51.4K -520 -13%
PP
303
PDS Planning
Ohio
$355K +$66.2K +669 +23%
JPWM
304
Jamison Private Wealth Management
Georgia
$352K -$11.6K -117 -3%
PP
305
Pacifica Partners
Canada
$351K +$5.53K +65 +2%
MJP
306
Michael J. Puzo
$346K – – –
VT
307
Vise Technologies
New York
$346K +$43.2K +437 +14%
CAM
308
Cozad Asset Management
Illinois
$333K – – –
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$333K +$5.74K +58 +2%
DA
310
Doliver Advisors
Texas
$330K -$2.67K -27 -0.8%
PI
311
PineBridge Investments
New York
$329K -$75.8K -578 -19%
Thrivent Financial for Lutherans
312
Thrivent Financial for Lutherans
Minnesota
$323K +$323K +3,265 New
Allspring Global Investments
313
Allspring Global Investments
North Carolina
$318K -$119K -1,200 -27%
OC
314
Oarsman Capital
Wisconsin
$315K +$9.89K +100 +3%
SIA
315
Schechter Investment Advisors
Michigan
$313K +$11.5K +116 +4%
UCFA
316
United Capital Financial Advisors
Texas
$307K +$307K +3,107 New
1WA
317
180 Wealth Advisors
Washington
$307K -$53.8K -550 -15%
SFA
318
Sequoia Financial Advisors
Ohio
$307K -$102K -1,030 -25%
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$306K -$26.2K -265 -8%
BBHC
320
Brown Brothers Harriman & Co
New York
$305K – – –
PFS
321
Prospera Financial Services
Texas
$302K -$8.61K -87 -3%
BCA
322
Bay Colony Advisors
Massachusetts
$300K – – –
WI
323
Wintrust Investments
Illinois
$297K +$297K +3,004 New
CCA
324
Cobblestone Capital Advisors
New York
$297K +$297K +3,000 New
CCM
325
Chiron Capital Management
Florida
$297K +$297K +3,000 New
11 12
13
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