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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.6B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 157 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
39
Increased
158
Reduced
157
Closed
44
Calls
$1.05B
Puts
$1.12B
Net Calls
-$62.7M
Net Calls Change
-$38.5M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$277M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$172M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$130M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$94.5M
5
VPI
Value Partners Investments
Manitoba, Canada
+$81M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$706M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$221M
3
Bank of America
Bank of America
North Carolina
-$207M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
-$152M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
376
Winthrop Capital Management
Indiana
$95K – – –
TF
377
Tompkins Financial
New York
$90.2K – – –
WT
378
Washington Trust
Rhode Island
$90.2K – – –
AF
379
Advisornet Financial
Minnesota
$90.2K – – –
IHWM
380
Iron Horse Wealth Management
Iowa
$88.4K – – –
TSMHT
381
Thurston Springer Miller Herd & Titak
Indiana
$87.6K – – –
BBPWM
382
Blue Bell Private Wealth Management
Pennsylvania
$86.6K – – –
RhumbLine Advisers
383
RhumbLine Advisers
Massachusetts
$81.4K – – –
CSC
384
Caldwell Sutter Capital
California
$76.9K -$631 -7 -0.8%
DFA
385
DHJJ Financial Advisors
Illinois
$72.4K – – –
BCA
386
Bray Capital Advisors
Florida
$72.2K – – –
HCP
387
Hexagon Capital Partners
Arkansas
$69.8K +$722 +8 +1%
RI
388
Ridgewood Investments
New Jersey
$69.6K -$90 -1 -0.1%
TC
389
Tacita Capital
Ontario, Canada
$66.6K – – –
JFGIW
390
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66.5K +$62.5K +693 +1,575%
OW
391
Olistico Wealth
Oklahoma
$63.1K – – –
BTI
392
Blue Trust Inc
Georgia
$56K +$37.8K +451 +208%
PGAM
393
Princeton Global Asset Management
New Jersey
$54.1K – – –
GBT
394
Grove Bank & Trust
Florida
$51.1K +$5.14K +57 +11%
GIA
395
GHP Investment Advisors
Colorado
$50K +$35.4K +393 +244%
CTC
396
Central Trust Company
Missouri
$49.6K -$4.51K -50 -8%
JFA
397
JNBA Financial Advisors
Minnesota
$45.1K – – –
WSFS
398
Wilmington Savings Fund Society
Delaware
$45.1K +$45.1K +500 New
HNB
399
Huntington National Bank
Ohio
$44.3K – – –
RIL
400
Rothschild Investment LLC
Illinois
$43.5K +$631 +7 +1%
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16
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