BMO icon

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 %
WI
376
WrapManager Inc
California
$204K -$48.8K -493 -19%
SFG
377
SNS Financial Group
Minnesota
$204K +$204K +2,057 New
TC
378
Tacita Capital
Ontario, Canada
$202K +$3.57K +36 +2%
DGAM
379
Desjardins Global Asset Management
Quebec, Canada
$174K -$277K -2,786 -61%
QCG
380
Quadrant Capital Group
Ohio
$167K +$24.3K +246 +17%
AWM
381
Avior Wealth Management
Nebraska
$166K – – –
GI
382
GAMMA Investing
California
$164K +$164K +1,740 New
WB
383
Webster Bank
Connecticut
$139K – – –
T
384
TOBAM
France
$135K – – –
Acadian Asset Management
385
Acadian Asset Management
Massachusetts
$133K -$1.4M -14,100 -91%
BCWM
386
Bartlett & Co Wealth Management
Ohio
$131K – – –
BC
387
Bartlett & Co
Ohio
$131K – – –
AF
388
Allworth Financial
California
$131K +$1.09K +11 +0.8%
CSC
389
Caldwell Sutter Capital
California
$114K +$1.09K +11 +1%
SOW
390
State of Wyoming
Wyoming
$108K +$108K +1,088 New
CTC
391
Central Trust Company
Missouri
$102K – – –
IWA
392
Icon Wealth Advisors
Texas
$100K +$100K +1,013 New
TF
393
Tompkins Financial
New York
$98.9K – – –
WT
394
Washington Trust
Rhode Island
$98.9K – – –
AF
395
Advisornet Financial
Minnesota
$98.9K – – –
JFA
396
JNBA Financial Advisors
Minnesota
$98.9K – – –
RhumbLine Advisers
397
RhumbLine Advisers
Massachusetts
$98.4K -$9.89K -100 -9%
ASN
398
Advisory Services Network
Georgia
$98K +$98K +990 New
IHWM
399
Iron Horse Wealth Management
Iowa
$97K – – –
WCM
400
Winthrop Capital Management
Indiana
$96.3K +$96.3K +973 New
14 15
16
17 18