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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
+$326M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
+$236M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$199M
4
Bank of America
Bank of America
North Carolina
+$198M
5
Charles Schwab
Charles Schwab
California
+$146M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$498M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$224M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$201M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$167M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
301
Certuity
Florida
$329K +$6.62K +79 +2%
QP
302
Quilter Plc
United Kingdom
$316K -$6.72K -80 -2%
TCA
303
Trifecta Capital Advisors
Illinois
$313K +$121K +1,439 +63%
CSPIA
304
Cary Street Partners Investment Advisory
Virginia
$313K +$2.35K +28 +0.8%
MCM
305
MAI Capital Management
Ohio
$311K -$1.17K -14 -0.4%
MM
306
MQS Management
New York
$310K +$310K +3,702 New
BJL
307
Brighton Jones LLC
Washington
$307K +$4.53K +54 +1%
TCOV
308
Trust Company of Vermont
Vermont
$303K – – –
SFA
309
Sequoia Financial Advisors
Ohio
$300K +$12.7K +151 +4%
JPWM
310
Jamison Private Wealth Management
Georgia
$298K – – –
PP
311
PDS Planning
Ohio
$296K -$12.5K -149 -4%
MJP
312
Michael J. Puzo
$293K – – –
OA
313
Operose Advisors
Wisconsin
$292K -$43.2K -515 -13%
Barclays
314
Barclays
United Kingdom
$291K -$1.1M -13,115 -79%
Thrivent Financial for Lutherans
315
Thrivent Financial for Lutherans
Minnesota
$290K +$290K +3,458 New
PP
316
Pegasus Partners
Wisconsin
$286K -$19.5K -233 -6%
FAFN
317
First Affirmative Financial Network
Colorado
$284K -$44.3K -528 -13%
AWM
318
AE Wealth Management
Kansas
$276K +$276K +3,296 New
HAG
319
HighPoint Advisor Group
Illinois
$274K +$74.6K +905 +37%
CAM
320
Cozad Asset Management
Illinois
$269K – – –
BFS
321
Baskin Financial Services
Ontario, Canada
$266K -$105K -1,258 -28%
AFG
322
Atomi Financial Group
New York
$266K +$23.7K +283 +10%
PFS
323
Prospera Financial Services
Texas
$264K +$7.88K +94 +3%
SIA
324
Schechter Investment Advisors
Michigan
$263K -$26.7K -318 -9%
BP
325
Ballentine Partners
Massachusetts
$258K -$33K -394 -11%
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13
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