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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 %
WF
326
WoodTrust Financial
Wisconsin
$245K -$2.26M -24,999 -90%
M
327
Murchinson
Ontario, Canada
$244K +$244K +2,706 New
TCA
328
Trifecta Capital Advisors
Illinois
$241K -$95.9K -1,063 -28%
AGA
329
Arkos Global Advisors
Texas
$241K – – –
FCG
330
Fielder Capital Group
Tennessee
$238K – – –
DA
331
Doliver Advisors
Texas
$238K -$13.3K -147 -5%
AAS
332
Ameritas Advisory Services
Nebraska
$236K +$271 +3 +0.1%
PA
333
Parallel Advisors
California
$234K +$37.8K +419 +19%
LC
334
Lindbrook Capital
California
$234K +$5.5K +61 +2%
ONB
335
Old National Bancorp
Indiana
$231K – – –
AA
336
Alta Advisers
United Kingdom
$230K +$230K +2,542 New
CFO
337
CVA Family Office
Colorado
$228K +$1.08K +12 +0.5%
PWP
338
Perfromance Wealth Partners
Illinois
$226K +$226K +2,500 New
FAFN
339
First Affirmative Financial Network
Colorado
$224K -$81.4K -903 -27%
1WA
340
180 Wealth Advisors
Washington
$220K -$8.03K -89 -4%
BG
341
Bahl & Gaynor
Ohio
$220K – – –
DMIC
342
Dixon Mitchell Investment Counsel
British Columbia, Canada
$218K -$152K -1,683 -41%
NSIM
343
North Star Investment Management
Illinois
$216K -$11.4K -126 -5%
PNC
344
Park National Corp
Ohio
$215K -$29.3K -325 -12%
WFI
345
West Family Investments
California
$214K +$214K +2,374 New
WHG
346
Westwood Holdings Group
Texas
$211K +$211K +2,336 New
PP
347
Patten & Patten
Tennessee
$210K +$210K +2,328 New
TA
348
Townsend & Associates
Colorado
$208K +$208K +2,225 New
TCWM
349
Total Clarity Wealth Management
Illinois
$205K +$205K +2,277 New
BHPW
350
Beverly Hills Private Wealth
California
$205K -$50.2K -556 -20%
12 13
14
15 16