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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 %
DC
376
Davenport & Co
Virginia
$206K 2,108 -144 -6%
FCM
377
Firestone Capital Management
Florida
$205K 2,100 – –
RWMH
378
Riverpoint Wealth Management Holdings
Illinois
$203K 2,075 – –
SFG
379
SNS Financial Group
Minnesota
$202K 2,064 +7 +0.3%
TSS
380
Two Sigma Securities
New York
$202K 2,063 +2,063 New
WCA
381
Westover Capital Advisors
Delaware
$195K 2,000 +2,000 New
AWM
382
Avior Wealth Management
Nebraska
$192K 1,965 +288 +17%
GI
383
GAMMA Investing
California
$170K 1,740 – –
SIM
384
Studio Investment Management
Illinois
$163K 1,668 -15,350 -90%
QCG
385
Quadrant Capital Group
Ohio
$163K 1,665 -24 -1%
BSC
386
Brown Shipley & Co
United Kingdom
$160K 1,643 +1,643 New
Macquarie Group
387
Macquarie Group
Australia
$159K 1,624 +1,624 New
BCWM
388
Bartlett & Co Wealth Management
Ohio
$140K 1,430 +100 +8%
WB
389
Webster Bank
Connecticut
$137K 1,400 – –
CJL
390
Cyrus J. Lawrence
New York
$136K 1,400 +1,400 New
T
391
TOBAM
France
$132K 1,355 – –
AF
392
Allworth Financial
California
$130K 1,329 +8 +0.6%
CWM
393
Compass Wealth Management
Connecticut
$121K 1,240 +640 +107%
TC
394
Tacita Capital
Ontario, Canada
$119K 1,216 -815 -40%
CSC
395
Caldwell Sutter Capital
California
$116K 1,189 +35 +3%
GAM
396
Groupama Asset Management
France
$109K 1,111 +1,111 New
HBT
397
Hills Bank & Trust
Iowa
$108K 1,104 +1,104 New
PFA
398
Pathway Financial Advisers
Indiana
$105K 1,075 +142 +15%
MG
399
Mather Group
Illinois
$104K 1,055 +1,055 New
CTC
400
Central Trust Company
Missouri
$101K 1,030 – –
14 15
16
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