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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 %
TCM
451
Tradewinds Capital Management
Washington
$12.2K 125 – –
Daiwa Securities Group
452
Daiwa Securities Group
Japan
$12K 120 – –
SVCP
453
Silicon Valley Capital Partners
California
$11.6K 118 +1 +0.9%
GWSG
454
GPS Wealth Strategies Group
Colorado
$11.2K 115 – –
AssetMark Inc
455
AssetMark Inc
California
$11.2K 115 – –
FMTCOCP
456
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K 117 – –
MA
457
MCF Advisors
Kentucky
$10.7K 110 – –
CSB
458
City State Bank
Iowa
$10K 100 – –
CP
459
Castleview Partners
Texas
$9.77K 100 – –
MSFP
460
Mark Sheptoff Financial Planning
Connecticut
$9.77K 100 – –
FA
461
Financial Avengers
California
$9.76K 100 -113 -53%
PA
462
Pineridge Advisors
Missouri
$9.4K 96 – –
N
463
Natixis
France
$8.6K 88 +88 New
BNP Paribas Financial Markets
464
BNP Paribas Financial Markets
France
$8.11K 83 – –
MIA
465
MeadowBrook Investment Advisors
Michigan
$7.33K 75 – –
PO
466
Private Ocean
California
$7.13K 73 – –
SRCM
467
Signature Resources Capital Management
California
$7.03K 71 – –
FHA
468
First Horizon Advisors
Tennessee
$6.54K 67 +39 +139%
IA
469
IFP Advisors
Florida
$6.25K 64 +14 +28%
TRCT
470
Tower Research Capital (TRC)
New York
$5.86K 60 -6,002 -99%
VWM
471
Venturi Wealth Management
Texas
$5.86K 60 – –
CFD
472
Creative Financial Designs
Indiana
$5.47K 56 +1 +2%
PCM
473
Penserra Capital Management
California
$5K 60 – –
FP
474
Financial Perspectives
Minnesota
$4.43K 45 – –
Acadian Asset Management
475
Acadian Asset Management
Massachusetts
$4K 42 -1,300 -97%
17 18
19
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