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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 %
WCM
401
Winthrop Capital Management
Indiana
$98K 1,007 +34 +3%
Walleye Trading
402
Walleye Trading
New York
$98K 1,003 +1,003 New
TF
403
Tompkins Financial
New York
$97.7K 1,000 – –
WT
404
Washington Trust
Rhode Island
$97.7K 1,000 – –
AF
405
Advisornet Financial
Minnesota
$97.7K 1,000 – –
JFA
406
JNBA Financial Advisors
Minnesota
$97.7K 1,000 – –
HNB
407
Huntington National Bank
Ohio
$96.8K 991 +100 +11%
IHWM
408
Iron Horse Wealth Management
Iowa
$95.7K 980 – –
BBPWM
409
Blue Bell Private Wealth Management
Pennsylvania
$93.8K 960 – –
WT
410
Whittier Trust
California
$90.5K 926 – –
BWM
411
BKM Wealth Management
Wisconsin
$87.1K 892 -50 -5%
JWM
412
Janiczek Wealth Management
Colorado
$84.1K 861 – –
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$83K 851 +173 +26%
RhumbLine Advisers
414
RhumbLine Advisers
Massachusetts
$80.4K 823 -172 -17%
DFA
415
DHJJ Financial Advisors
Illinois
$78.4K 803 – –
BCA
416
Bray Capital Advisors
Florida
$78.1K 800 – –
HCP
417
Hexagon Capital Partners
Arkansas
$74.2K 760 +206 +37%
CA
418
Crewe Advisors
Utah
$69.8K 715 +715 New
FFA
419
Farther Finance Advisors
California
$69.6K 713 +30 +4%
WAS
420
Winch Advisory Services
Wisconsin
$62.7K 642 +292 +83%
IWP
421
IAG Wealth Partners
Wisconsin
$62K 635 +139 +28%
PGAM
422
Princeton Global Asset Management
New Jersey
$58.6K 600 – –
PTC
423
Private Trust Company
Ohio
$58.4K 598 – –
EWA
424
EverSource Wealth Advisors
Alabama
$55.6K 623 +160 +35%
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$52.1K 533 +82 +18%
15 16
17
18 19