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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 %
GRP
426
Global Retirement Partners
California
$51.7K 529 +2 +0.4%
GBT
427
Grove Bank & Trust
Florida
$49.8K 510 – –
First Manhattan
428
First Manhattan
New York
$48.8K 500 – –
CAL
429
Capital Analysts LLC
Pennsylvania
$45K 460 +3 +0.7%
CFB
430
Cullen/Frost Bankers
Texas
$40.7K 417 – –
MSC
431
MUFG Securities (Canada)
New York
$36.8K 377 +377 New
PS
432
Principal Securities
Iowa
$34.4K 352 +14 +4%
ZB
433
Zions Bancorporation
Utah
$30.3K 310 – –
NA
434
NewEdge Advisors
Louisiana
$27.3K 280 +72 +35%
TFIPS
435
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.4K 270 – –
BGAI
436
Bruce G. Allen Investments
Colorado
$25.3K 259 +77 +42%
VAG
437
VisionPoint Advisory Group
Texas
$24.8K 254 -8 -3%
LFG
438
Larson Financial Group
Missouri
$24.4K 250 +250 New
CFGS
439
Concourse Financial Group Securities
Alabama
$23.4K 240 – –
FMP
440
Financial Management Professionals
Texas
$22K 221 +28 +15%
RIL
441
Rothschild Investment LLC
Illinois
$19.5K 200 – –
FDCP
442
Foster Dykema Cabot & Partners
Massachusetts
$19.5K 200 +200 New
JWA
443
JFS Wealth Advisors
Pennsylvania
$19K 194 – –
ACA
444
Atlas Capital Advisors
Wyoming
$18.6K 190 – –
BF
445
BOK Financial
Oklahoma
$18.4K 188 -154 -45%
WAM
446
WFA Asset Management
Wisconsin
$17.7K 181 – –
GIA
447
GHP Investment Advisors
Colorado
$15.7K 161 – –
ME
448
McIlrath & Eck
Washington
$15.6K 160 – –
SAM
449
Smartleaf Asset Management
Massachusetts
$14.5K 150 -8 -5%
BTI
450
Blue Trust Inc
Georgia
$12.3K 126 -303 -71%
16 17
18
19 20