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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 %
MSFP
451
Mark Sheptoff Financial Planning
Connecticut
$8.39K – – –
PA
452
Pineridge Advisors
Missouri
$8.07K – – –
MIA
453
MeadowBrook Investment Advisors
Michigan
$6.29K – – –
VWM
454
Venturi Wealth Management
Texas
$6.21K +$1.17K +14 +23%
SRCM
455
Signature Resources Capital Management
California
$5.95K – – –
IA
456
IFP Advisors
Florida
$5.7K +$335 +4 +6%
PCM
457
Penserra Capital Management
California
$5K – – –
FA
458
Financial Avengers
California
$4.19K -$4.19K -50 -50%
FP
459
Financial Perspectives
Minnesota
$3.84K +$83 +1 +2%
JFGIW
460
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.69K +$3.69K +44 New
CJH
461
Christopher J. Hasenberg
Wisconsin
$3.61K +$3.61K +43 New
FFA
462
Frazier Financial Advisors
Ohio
$3.52K +$671 +8 +24%
CTA
463
Colonial Trust Advisors
South Carolina
$3.35K – – –
WPWM
464
Western Pacific Wealth Management
Illinois
$2.68K – – –
CPG
465
Cornerstone Planning Group
New Jersey
$2.53K +$1.58K +20 +167%
VCM
466
Versant Capital Management
Arizona
$2.52K +$2.52K +30 New
VNA
467
Valley National Advisers
Pennsylvania
$2K +$2K +30 New
SSB
468
Sandy Spring Bank
Maryland
$1.93K – – –
BFA
469
Brown Financial Advisors
Ohio
$1.34K +$1.34K +16 New
AAP
470
Arax Advisory Partners
Colorado
$1.01K +$1.01K +12 New
HWP
471
Highline Wealth Partners
California
$755 +$755 +9 New
AEPWM
472
Atlantic Edge Private Wealth Management
Florida
$420 – – –
BIA
473
Bell Investment Advisors
California
$420 +$420 +5 New
Sumitomo Mitsui Trust Group
474
Sumitomo Mitsui Trust Group
Japan
– -$167M -1,709,247 Closed
VMPIC
475
Varma Mutual Pension Insurance Co
Finland
– -$23.3M -238,400 Closed
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