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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.

Holders
488
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
7.08%
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
1
National Bank of Canada
Quebec, Canada
$1.32B
2
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$374M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$307M
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$296M
5
Goldman Sachs
5
Goldman Sachs
New York
$440M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.22B
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Bank of America
3
Bank of America
North Carolina
$200M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.28B
5
Morgan Stanley
5
Morgan Stanley
New York
$142M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$249K 2,549 -50 -2%
VFA
352
Valeo Financial Advisors
Indiana
$249K 2,681 +20 +0.8%
LC
353
Lindbrook Capital
California
$246K 2,520 +46 +2%
NSIM
354
North Star Investment Management
Illinois
$246K 2,516 +2 +0.1%
CFO
355
CVA Family Office
Colorado
$245K 2,513 – –
MFIM
356
Mesirow Financial Investment Management
Illinois
$242K 2,479 -476 -16%
AAS
357
Annex Advisory Services
Wisconsin
$237K 2,423 +98 +4%
KAS
358
KPP Advisory Services
Kentucky
$235K 2,403 -84 -3%
AAS
359
Ameritas Advisory Services
Nebraska
$233K 2,568 -46 -2%
CCA
360
Checchi Capital Advisers
California
$231K 2,368 +193 +9%
WHG
361
Westwood Holdings Group
Texas
$228K 2,336 – –
HAG
362
HighPoint Advisor Group
Illinois
$228K 2,419 +22 +0.9%
PWLP
363
Prio Wealth Limited Partnership
Massachusetts
$228K 2,331 +2,331 New
PP
364
Patten & Patten
Tennessee
$227K 2,328 – –
LC
365
Landaas & Company
Wisconsin
$227K 2,326 – –
TCA
366
Trifecta Capital Advisors
Illinois
$225K 2,299 – –
CRC
367
Curi RMB Capital
Illinois
$225K 2,299 +220 +11%
SPIA
368
Steward Partners Investment Advisory
New York
$223K 2,281 -175 -7%
PI
369
PEAK6 Investments
Illinois
$219K 2,241 +2,241 New
WI
370
WrapManager Inc
California
$218K 2,231 +173 +8%
RW
371
REDW Wealth
New Mexico
$217K 2,220 – –
BWL
372
Bogart Wealth LLC
Virginia
$215K 2,202 – –
IRC
373
Investors Research Corp
Georgia
$211K 2,157 – –
VF
374
Virtu Financial
New York
$210K 2,150 -3,152 -59%
TA
375
Townsend & Associates
Colorado
$209K 2,225 – –
13 14
15
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