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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 %
TIM
326
Thompson Investment Management
Wisconsin
$295K -$9.7K -98 -3%
DT
327
Diversified Trust
Tennessee
$293K -$9.2K -93 -3%
MFIM
328
Mesirow Financial Investment Management
Illinois
$292K +$292K +2,955 New
TWM
329
Tradition Wealth Management
Minnesota
$292K -$140K -1,420 -32%
PNC
330
Park National Corp
Ohio
$290K – – –
EBT
331
Enterprise Bank & Trust
Massachusetts
$289K – – –
A
332
AJOVista
Massachusetts
$287K +$287K +2,900 New
MFG
333
Magnus Financial Group
New York
$283K – – –
SEP
334
Southland Equity Partners
Missouri
$274K +$4.95K +50 +2%
FOA
335
Five Oceans Advisors
California
$274K -$693 -7 -0.3%
IAA
336
Independent Advisor Alliance
North Carolina
$274K – – –
SMC
337
Smith, Moore & Co
Missouri
$273K – – –
SSA
338
Sierra Summit Advisors
Nevada
$273K +$273K +2,758 New
AGA
339
Arkos Global Advisors
Texas
$264K – – –
VFA
340
Valeo Financial Advisors
Indiana
$263K -$20.8K -210 -7%
BP
341
Ballentine Partners
Massachusetts
$263K -$14.5K -147 -5%
FCG
342
Fielder Capital Group
Tennessee
$262K +$262K +2,643 New
SCM
343
Stevens Capital Management
Pennsylvania
$258K +$258K +2,604 New
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$257K +$16.6K +168 +7%
NSIM
345
North Star Investment Management
Illinois
$249K -$3.96K -40 -2%
CFO
346
CVA Family Office
Colorado
$249K -$989 -10 -0.4%
AAS
347
Ameritas Advisory Services
Nebraska
$247K +$247K +2,614 New
KAS
348
KPP Advisory Services
Kentucky
$246K +$246K +2,487 New
LC
349
Lindbrook Capital
California
$245K +$28.4K +287 +13%
SPIA
350
Steward Partners Investment Advisory
New York
$243K -$106K -1,067 -30%
12 13
14
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