BMO icon

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 %
Focus Partners Wealth
301
Focus Partners Wealth
Massachusetts
$305K -$135K -1,492 -31%
VFPW
302
Vantage Financial Partners (Wisconsin)
Wisconsin
$299K +$299K +3,316 New
SFA
303
Sequoia Financial Advisors
Ohio
$294K -$28.5K -316 -9%
BFS
304
Baskin Financial Services
Ontario, Canada
$286K – – –
PFS
305
Prospera Financial Services
Texas
$284K +$90 +1 +0%
MFG
306
Merit Financial Group
Georgia
$283K -$108K -1,199 -28%
BCA
307
Bay Colony Advisors
Massachusetts
$279K +$5.32K +59 +2%
WS
308
Wedbush Securities
California
$278K +$278K +3,086 New
BBHC
309
Brown Brothers Harriman & Co
New York
$278K – – –
CG
310
Caprock Group
Idaho
$275K +$22K +244 +9%
SEI Investments
311
SEI Investments
Pennsylvania
$274K +$274K +3,041 New
DT
312
Diversified Trust
Tennessee
$272K +$2.8K +31 +1%
Susquehanna International Group
313
Susquehanna International Group
Pennsylvania
$271K -$275K -3,044 -50%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$271K -$3.34K -37 -1%
TIM
315
Thompson Investment Management
Wisconsin
$270K +$1.8K +20 +0.7%
DR
316
Davis Rea
Ontario, Canada
$264K -$202K -2,235 -43%
BP
317
Ballentine Partners
Massachusetts
$264K -$14.2K -157 -5%
EBT
318
Enterprise Bank & Trust
Massachusetts
$263K – – –
SPIA
319
Steward Partners Investment Advisory
New York
$263K +$55.7K +618 +27%
CAM
320
Cozad Asset Management
Illinois
$262K -$27.5K -305 -10%
MFG
321
Magnus Financial Group
New York
$258K – – –
AAS
322
Annex Advisory Services
Wisconsin
$253K +$34.9K +387 +16%
SMC
323
Smith, Moore & Co
Missouri
$249K – – –
VFA
324
Valeo Financial Advisors
Indiana
$247K +$5.32K +59 +2%
UCFA
325
United Capital Financial Advisors
Texas
$247K -$7.22K -80 -3%
11 12
13
14 15