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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 %
TCM
451
Tradewinds Capital Management
Washington
$12.4K – – –
Daiwa Securities Group
452
Daiwa Securities Group
Japan
$12K -$13K -130 -52%
FMTCOCP
453
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K – – –
SVCP
454
Silicon Valley Capital Partners
California
$11.6K +$99 +1 +0.9%
AssetMark Inc
455
AssetMark Inc
California
$11.4K -$1.19K -12 -9%
GWSG
456
GPS Wealth Strategies Group
Colorado
$11.4K -$495 -5 -4%
MA
457
MCF Advisors
Kentucky
$10.9K – – –
Optiver Holding
458
Optiver Holding
Netherlands
$10.9K +$10.9K +110 New
CSB
459
City State Bank
Iowa
$10K – – –
CP
460
Castleview Partners
Texas
$9.89K – – –
MSFP
461
Mark Sheptoff Financial Planning
Connecticut
$9.89K – – –
PA
462
Pineridge Advisors
Missouri
$9.52K +$9.52K +96 New
BNP Paribas Financial Markets
463
BNP Paribas Financial Markets
France
$8.21K – – –
MIA
464
MeadowBrook Investment Advisors
Michigan
$7.42K +$7.42K +75 New
PO
465
Private Ocean
California
$7.22K – – –
SRCM
466
Signature Resources Capital Management
California
$7.03K +$7.03K +71 New
VWM
467
Venturi Wealth Management
Texas
$5.94K – – –
CFD
468
Creative Financial Designs
Indiana
$5.47K – – –
PCM
469
Penserra Capital Management
California
$5K +$250 +3 +5%
IA
470
IFP Advisors
Florida
$4.95K – – –
FP
471
Financial Perspectives
Minnesota
$4.45K +$99 +1 +2%
ETC
472
Exchange Traded Concepts
Oklahoma
$4.35K -$5.14K -52 -54%
M
473
MOTCO
Texas
$3.96K – – –
CTA
474
Colonial Trust Advisors
South Carolina
$3.96K – – –
FFA
475
Frazier Financial Advisors
Ohio
$3.36K +$3.36K +34 New
17 18
19
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