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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 %
WIA
301
World Investment Advisors
California
$360K -$48.8K -500 -12%
PP
302
PDS Planning
Ohio
$359K +$8.89K +91 +3%
KA
303
KLCM Advisors
Wisconsin
$358K – – –
QI
304
Qtron Investments
Massachusetts
$357K – – –
PP
305
Pegasus Partners
Wisconsin
$356K -$391K -4,000 -52%
TCOV
306
Trust Company of Vermont
Vermont
$353K +$1.95K +20 +0.6%
BJL
307
Brighton Jones LLC
Washington
$352K +$391 +4 +0.1%
SW
308
SlateStone Wealth
Florida
$352K +$352K +3,600 New
JPWM
309
Jamison Private Wealth Management
Georgia
$348K – – –
MJP
310
Michael J. Puzo
$342K – – –
BP
311
Ballentine Partners
Massachusetts
$339K +$79.5K +814 +31%
SIA
312
Schechter Investment Advisors
Michigan
$337K +$28.2K +289 +9%
SFA
313
Sequoia Financial Advisors
Ohio
$335K +$31.9K +327 +11%
PI
314
PineBridge Investments
New York
$332K – – –
FM
315
Foster & Motley
Ohio
$327K -$425K -4,352 -56%
CAM
316
Cozad Asset Management
Illinois
$313K -$15.6K -160 -5%
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$303K -$25.3K -259 -8%
WI
318
Wintrust Investments
Illinois
$303K +$9.67K +99 +3%
BBHC
319
Brown Brothers Harriman & Co
New York
$301K – – –
PFS
320
Prospera Financial Services
Texas
$299K +$586 +6 +0.2%
BCA
321
Bay Colony Advisors
Massachusetts
$296K – – –
HIC
322
Hartline Investment Corp
Illinois
$296K +$296K +3,035 New
DA
323
Doliver Advisors
Texas
$294K -$31.6K -323 -10%
CCA
324
Cobblestone Capital Advisors
New York
$293K – – –
TIM
325
Thompson Investment Management
Wisconsin
$290K -$1.07K -11 -0.4%
11 12
13
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