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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 %
BBHC
326
Brown Brothers Harriman & Co
New York
$258K – – –
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$255K -$5.53K -66 -2%
BCA
328
Bay Colony Advisors
Massachusetts
$254K – – –
CCA
329
Cobblestone Capital Advisors
New York
$252K – – –
DT
330
Diversified Trust
Tennessee
$251K +$2.43K +29 +1%
TIM
331
Thompson Investment Management
Wisconsin
$249K – – –
EBT
332
Enterprise Bank & Trust
Massachusetts
$245K – – –
MFG
333
Magnus Financial Group
New York
$240K – – –
SEP
334
Southland Equity Partners
Missouri
$238K -$1.85K -22 -0.8%
BHPW
335
Beverly Hills Private Wealth
California
$238K -$4.45K -53 -2%
UCFA
336
United Capital Financial Advisors
Texas
$236K -$3.86K -46 -2%
CG
337
Caprock Group
Idaho
$235K +$235K +2,802 New
PI
338
PineBridge Investments
New York
$235K -$53.3K -464 -18%
DA
339
Doliver Advisors
Texas
$234K -$18.4K -220 -7%
SMC
340
Smith, Moore & Co
Missouri
$231K – – –
GC
341
Guggenheim Capital
Illinois
$230K -$2.1K -25 -0.9%
BNP Paribas Financial Markets
342
BNP Paribas Financial Markets
France
$230K +$223K +2,660 +3,205%
PNC
343
Park National Corp
Ohio
$227K -$18.9K -225 -8%
WI
344
Wintrust Investments
Illinois
$226K -$34.1K -407 -13%
VFA
345
Valeo Financial Advisors
Indiana
$225K – – –
AGA
346
Arkos Global Advisors
Texas
$224K – – –
NRD
347
Nebula Research & Development
New York
$223K -$187K -2,233 -46%
FCG
348
Fielder Capital Group
Tennessee
$222K – – –
AAS
349
Ameritas Advisory Services
Nebraska
$219K +$3.52K +42 +2%
1WA
350
180 Wealth Advisors
Washington
$217K -$23.7K -277 -10%
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14
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