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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
$977M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$1.91B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$208M
4
Bank of America
Bank of America
North Carolina
$358M
5
ClearBridge Investments
ClearBridge Investments
New York
$95.3M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$566M
2
OAC
OMERS Administration Corp
Ontario, Canada
$21.9M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.52B
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$998M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
401
Blue Bell Private Wealth Management
Pennsylvania
$95K – – –
BWM
402
BKM Wealth Management
Wisconsin
$93.2K +$93.2K +942 New
PFA
403
Pathway Financial Advisers
Indiana
$92.3K +$990 +10 +1%
WT
404
Whittier Trust
California
$91.6K – – –
HNB
405
Huntington National Bank
Ohio
$88.2K -$24.7K -250 -22%
JWM
406
Janiczek Wealth Management
Colorado
$85.2K -$2.87K -29 -3%
SFFS
407
Stonehage Fleming Financial Services
Jersey
$82.3K +$42.8K +426 +108%
DFA
408
DHJJ Financial Advisors
Illinois
$79.4K – – –
BCA
409
Bray Capital Advisors
Florida
$79.2K – – –
MSWM
410
McGlone Suttner Wealth Management
Wisconsin
$76.6K +$76.6K +775 New
FFA
411
Farther Finance Advisors
California
$67.6K +$67.6K +683 New
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$67K -$41.6K -421 -38%
CWM
413
Compass Wealth Management
Connecticut
$59.4K – – –
PGAM
414
Princeton Global Asset Management
New Jersey
$59.4K – – –
IBOK
415
Independence Bank of Kentucky
Kentucky
$59.4K +$59.4K +600 New
PTC
416
Private Trust Company
Ohio
$59.2K – – –
HCP
417
Hexagon Capital Partners
Arkansas
$54.8K +$22.9K +231 +72%
GBT
418
Grove Bank & Trust
Florida
$50.5K – – –
GRP
419
Global Retirement Partners
California
$49.8K +$31.8K +337 +177%
First Manhattan
420
First Manhattan
New York
$49.5K – – –
IWP
421
IAG Wealth Partners
Wisconsin
$49.1K +$26.5K +268 +118%
EWA
422
EverSource Wealth Advisors
Alabama
$45.8K +$12.9K +130 +39%
CAL
423
Capital Analysts LLC
Pennsylvania
$45K +$394 +4 +0.9%
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$44.6K -$198 -2 -0.4%
HT
425
Headlands Technologies
Illinois
$43.8K +$43.8K +443 New
15 16
17
18 19