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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 %
BHPW
351
Beverly Hills Private Wealth
California
$242K -$56.9K -575 -19%
WA
352
Wealth Alliance
New York
$240K +$240K +2,424 New
AAS
353
Avantax Advisory Services
Texas
$239K +$239K +2,418 New
PA
354
Parallel Advisors
California
$232K +$6.63K +67 +3%
WHG
355
Westwood Holdings Group
Texas
$231K +$231K +2,336 New
PP
356
Patten & Patten
Tennessee
$230K -$45K -455 -16%
FFN
357
Focus Financial Network
Minnesota
$230K +$230K +2,328 New
AAS
358
Annex Advisory Services
Wisconsin
$230K +$230K +2,325 New
LC
359
Landaas & Company
Wisconsin
$230K +$230K +2,326 New
HAG
360
HighPoint Advisor Group
Illinois
$229K +$229K +2,397 New
CA
361
Cetera Advisors
Colorado
$228K +$228K +2,308 New
TCA
362
Trifecta Capital Advisors
Illinois
$227K – – –
Bessemer Group
363
Bessemer Group
New Jersey
$227K -$40.5K -408 -15%
AWS
364
Atria Wealth Solutions
New York
$225K +$225K +2,277 New
DC
365
Davenport & Co
Virginia
$223K +$223K +2,252 New
RW
366
REDW Wealth
New Mexico
$220K +$220K +2,220 New
BWL
367
Bogart Wealth LLC
Virginia
$218K – – –
CCA
368
Checchi Capital Advisers
California
$215K -$99.1K -1,002 -32%
TA
369
Townsend & Associates
Colorado
$214K +$214K +2,225 New
IRC
370
Investors Research Corp
Georgia
$213K – – –
PMSA
371
Patrick M. Sweeney & Associates
Illinois
$208K +$208K +2,100 New
FCM
372
Firestone Capital Management
Florida
$208K +$208K +2,100 New
CRC
373
Curi RMB Capital
Illinois
$206K +$206K +2,079 New
GT
374
Glenmede Trust
Pennsylvania
$205K -$412K -4,167 -67%
RWMH
375
Riverpoint Wealth Management Holdings
Illinois
$205K +$205K +2,075 New
13 14
15
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