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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 %
WPWM
476
Western Pacific Wealth Management
Illinois
$3.17K – – –
FHA
477
First Horizon Advisors
Tennessee
$2.77K – – –
SSB
478
Sandy Spring Bank
Maryland
$2.28K – – –
BWM
479
Baystate Wealth Management
Massachusetts
$1.19K – – –
AEPWM
480
Atlantic Edge Private Wealth Management
Florida
$495 +$495 +5 New
IWA
481
IBEX Wealth Advisors
New Jersey
$332 -$556K -5,026 -100%
MFT
482
Moisand Fitzgerald Tamayo
Florida
$99 – – –
FGAM
483
Financial Gravity Asset Management
Texas
$79 -$28 – –
Susquehanna International Group
484
Susquehanna International Group
Pennsylvania
– -$19.8M -235,230 Closed
State of Wisconsin Investment Board
485
State of Wisconsin Investment Board
Wisconsin
– -$19.5M -230,253 Closed
GCM
486
Genus Capital Management
British Columbia, Canada
– -$13.3M -156,804 Closed
PCOC
487
Power Corp of Canada
Canada
– -$4.21M -49,583 Closed
WCA
488
Westover Capital Advisors
Delaware
– -$2.55M -30,168 Closed
M
489
Murchinson
Ontario, Canada
– -$2.11M -25,000 Closed
Walleye Trading
490
Walleye Trading
New York
– -$1.13M -13,384 Closed
UH
491
Unigestion Holding
Switzerland
– -$1.11M -13,159 Closed
GC
492
Guggenheim Capital
Illinois
– -$907K -10,749 Closed
PI
493
PEAK6 Investments
Illinois
– -$901K -10,682 Closed
PAMP
494
Polar Asset Management Partners
Ontario, Canada
– -$887K -10,500 Closed
FC
495
FORA Capital
Florida
– -$716K -8,491 Closed
DCP
496
DSM Capital Partners
Florida
– -$645K -7,630 Closed
GA
497
Goldstein Advisors
Wisconsin
– -$446K -5,289 Closed
QP
498
Quilter Plc
United Kingdom
– -$3.51M -4,782 Closed
ACS
499
Archford Capital Strategies
Illinois
– -$403K -4,776 Closed
KIG
500
Kowal Investment Group
Wisconsin
– -$366K -4,343 Closed
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