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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 %
ONB
351
Old National Bancorp
Indiana
$214K – – –
LC
352
Lindbrook Capital
California
$212K +$755 +9 +0.4%
NSIM
353
North Star Investment Management
Illinois
$211K +$84 +1 +0%
CFO
354
CVA Family Office
Colorado
$211K – – –
Mitsubishi UFJ Trust & Banking
355
Mitsubishi UFJ Trust & Banking
Japan
$210K -$16.8K -200 -7%
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$207K -$6.29K -75 -3%
MFIM
357
Mesirow Financial Investment Management
Illinois
$205K -$2.85K -34 -1%
BG
358
Bahl & Gaynor
Ohio
$204K -$19.4K -231 -9%
AAS
359
Annex Advisory Services
Wisconsin
$203K – – –
SOW
360
State of Wyoming
Wyoming
$201K +$201K +2,400 New
SPIA
361
Steward Partners Investment Advisory
New York
$193K +$1.34K +16 +0.7%
BWL
362
Bogart Wealth LLC
Virginia
$185K – – –
PA
363
Parallel Advisors
California
$182K -$49.8K -594 -21%
IRC
364
Investors Research Corp
Georgia
$181K – – –
T
365
TOBAM
France
$156K – – –
GI
366
GAMMA Investing
California
$153K +$7.46K +89 +5%
SIM
367
Studio Investment Management
Illinois
$140K – – –
Macquarie Group
368
Macquarie Group
Australia
$136K – – –
TRCT
369
Tower Research Capital (TRC)
New York
$132K +$127K +1,520 +2,533%
EWA
370
EverSource Wealth Advisors
Alabama
$125K +$72.4K +858 +138%
WB
371
Webster Bank
Connecticut
$117K – – –
CJL
372
Cyrus J. Lawrence
New York
$117K – – –
AF
373
Allworth Financial
California
$117K +$1.13K +13 +1%
BCWM
374
Bartlett & Co Wealth Management
Ohio
$112K -$8.39K -100 -7%
QCG
375
Quadrant Capital Group
Ohio
$110K -$29.6K -353 -21%
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