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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.6B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 157 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
39
Increased
158
Reduced
157
Closed
44
Calls
$1.05B
Puts
$1.12B
Net Calls
-$62.7M
Net Calls Change
-$38.5M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$277M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$172M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$130M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$94.5M
5
VPI
Value Partners Investments
Manitoba, Canada
+$81M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$706M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$221M
3
Bank of America
Bank of America
North Carolina
-$207M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
-$152M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
451
Financial Perspectives
Minnesota
$4.17K – – –
WFA
452
Wells Financial Advisors
Massachusetts
$4.06K +$4.06K +45 New
CPG
453
Cornerstone Planning Group
New Jersey
$4K +$1.02K +11 +34%
HWP
454
Highline Wealth Partners
California
$3.88K +$3.07K +34 +378%
CJH
455
Christopher J. Hasenberg
Wisconsin
$3.87K – – –
CTA
456
Colonial Trust Advisors
South Carolina
$3.61K – – –
WPWM
457
Western Pacific Wealth Management
Illinois
$2.89K – – –
NL
458
NVWM LLC
Pennsylvania
$2.26K +$2.26K +25 New
NA
459
NewEdge Advisors
Louisiana
$2.17K -$9.02K -100 -81%
SSB
460
Sandy Spring Bank
Maryland
$2.08K – – –
VNA
461
Valley National Advisers
Pennsylvania
$2K – – –
AAP
462
Arax Advisory Partners
Colorado
$1.26K +$180 +2 +17%
AEPWM
463
Atlantic Edge Private Wealth Management
Florida
$451 – – –
BIA
464
Bell Investment Advisors
California
$451 – – –
PFA
465
Pathway Financial Advisers
Indiana
$338 +$326 +29,367 +2,702%
Norges Bank
466
Norges Bank
Norway
– -$725M -8,635,939 Closed
IAIM
467
International Assets Investment Management
Florida
– -$951K -965,001 Closed
Capital Research Global Investors
468
Capital Research Global Investors
California
– -$62.7M -747,581 Closed
WCA
469
Waratah Capital Advisors
Ontario, Canada
– -$10.9M -129,662 Closed
TPM
470
Triasima Portfolio Management
Quebec, Canada
– -$8.01M -95,516 Closed
APG Asset Management
471
APG Asset Management
Netherlands
– -$6.52M -83,240 Closed
QT
472
Quantbot Technologies
New York
– -$4.27M -50,961 Closed
Qube Research & Technologies (QRT)
473
Qube Research & Technologies (QRT)
United Kingdom
– -$3.36M -40,027 Closed
NP
474
Ninepoint Partners
Ontario, Canada
– -$2.84M -33,921 Closed
Simplex Trading
475
Simplex Trading
Illinois
– -$2.37M -28,285 Closed
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