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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 %
TWM
326
Tradition Wealth Management
Minnesota
$290K +$1.07K +11 +0.4%
DT
327
Diversified Trust
Tennessee
$289K – – –
GT
328
Glenmede Trust
Pennsylvania
$288K +$84.9K +869 +42%
PNC
329
Park National Corp
Ohio
$287K – – –
EBT
330
Enterprise Bank & Trust
Massachusetts
$285K – – –
BHPW
331
Beverly Hills Private Wealth
California
$282K +$42.7K +437 +18%
AFG
332
Atomi Financial Group
New York
$282K +$282K +2,885 New
SSA
333
Sierra Summit Advisors
Nevada
$282K +$12.3K +126 +5%
SEP
334
Southland Equity Partners
Missouri
$280K +$9.09K +93 +3%
UCFA
335
United Capital Financial Advisors
Texas
$280K -$23.7K -243 -8%
MFG
336
Magnus Financial Group
New York
$279K – – –
1WA
337
180 Wealth Advisors
Washington
$274K -$32.1K -329 -10%
FOA
338
Five Oceans Advisors
California
$271K +$293 +3 +0.1%
GC
339
Guggenheim Capital
Illinois
$271K +$271K +2,773 New
PA
340
Parallel Advisors
California
$271K +$41.8K +428 +18%
SMC
341
Smith, Moore & Co
Missouri
$269K – – –
Mitsubishi UFJ Trust & Banking
342
Mitsubishi UFJ Trust & Banking
Japan
$264K -$2.45M -25,084 -90%
EGM
343
Engineers Gate Manager
New York
$264K -$338K -3,463 -56%
CC
344
Cipher Capital
New York
$262K +$262K +2,682 New
AGA
345
Arkos Global Advisors
Texas
$261K – – –
BG
346
Bahl & Gaynor
Ohio
$261K +$261K +2,667 New
FCG
347
Fielder Capital Group
Tennessee
$258K – – –
GSC
348
Grey Street Capital
Illinois
$257K +$257K +2,635 New
AWS
349
Atria Wealth Solutions
New York
$250K +$27.5K +282 +12%
ONB
350
Old National Bancorp
Indiana
$250K +$250K +2,558 New
12 13
14
15 16