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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $29.3B invested in Bank of Montreal in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 172 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-15
Holders Change %
-3.07%
% of All Funds
6.88%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
53
Increased
156
Reduced
172
Closed
61
Calls
$605M
Puts
$629M
Net Calls
-$24.2M
Net Calls Change
-$132M

Top Buyers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$407M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$1.46B
4
Bank of America
Bank of America
North Carolina
$369M
5
Charles Schwab
Charles Schwab
California
$146M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.84B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$598M
3
Capital Research Global Investors
Capital Research Global Investors
California
$62.7M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$958M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
401
Tacita Capital
Ontario, Canada
$61.8K -$40.2K -479 -39%
OW
402
Olistico Wealth
Oklahoma
$58.7K +$58.7K +700 New
CTC
403
Central Trust Company
Missouri
$50.3K -$36.1K -430 -42%
PGAM
404
Princeton Global Asset Management
New Jersey
$50.3K – – –
PTC
405
Private Trust Company
Ohio
$50.1K – – –
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$47.8K +$3.1K +37 +7%
GBT
407
Grove Bank & Trust
Florida
$42.8K – – –
JFA
408
JNBA Financial Advisors
Minnesota
$41.9K -$41.9K -500 -50%
HNB
409
Huntington National Bank
Ohio
$41.2K -$41.9K -500 -50%
RIL
410
Rothschild Investment LLC
Illinois
$39.8K +$23.1K +275 +138%
CAL
411
Capital Analysts LLC
Pennsylvania
$39K +$253 +3 +0.7%
GRP
412
Global Retirement Partners
California
$36.2K -$8.13K -97 -18%
CFB
413
Cullen/Frost Bankers
Texas
$35K – – –
SIS
414
Strategic Investment Solutions
Illinois
$33.7K +$33.7K +400 New
CA
415
Crewe Advisors
Utah
$33.5K -$26.4K -315 -44%
PS
416
Principal Securities
Iowa
$29.5K – – –
WAS
417
Winch Advisory Services
Wisconsin
$29.3K -$24.5K -292 -45%
ZB
418
Zions Bancorporation
Utah
$29.3K +$3.35K +40 +13%
IWP
419
IAG Wealth Partners
Wisconsin
$28.1K -$25.2K -300 -47%
JEST
420
JTC Employer Solutions Trustee
Jersey
$25K +$25K +278 New
TFIPS
421
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.6K – – –
PI
422
PEAK6 Investments
Illinois
$22.4K -$166K -1,974 -88%
BTC
423
Bank & Trust Company
Illinois
$22.1K +$22.1K +263 New
BGAI
424
Bruce G. Allen Investments
Colorado
$21.7K – – –
BTI
425
Blue Trust Inc
Georgia
$21.2K +$8.89K +91 +72%
15 16
17
18 19