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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 %
CTA
476
Colonial Trust Advisors
South Carolina
$3.91K 40 – –
M
477
MOTCO
Texas
$3.91K 40 – –
FFA
478
Frazier Financial Advisors
Ohio
$3.32K 34 – –
WPWM
479
Western Pacific Wealth Management
Illinois
$3.13K 32 – –
WF
480
WoodTrust Financial
Wisconsin
$2.71K 27,713 +568 +2%
HT
481
Headlands Technologies
Illinois
$2.25K 23 -420 -95%
SSB
482
Sandy Spring Bank
Maryland
$2.25K 23 – –
CA
483
CoreCap Advisors
Michigan
$1.19K 12 +12 New
CPG
484
Cornerstone Planning Group
New Jersey
$1.1K 12 +12 New
CA
485
Continuum Advisory
Idaho
$746 8 +8 New
AEPWM
486
Atlantic Edge Private Wealth Management
Florida
$489 5 – –
PIC
487
Portland Investment Counsel
Ontario, Canada
$455 8,000 -128,997 -94%
MFT
488
Moisand Fitzgerald Tamayo
Florida
$98 1 – –
FGAM
489
Financial Gravity Asset Management
Texas
– – – –
Twin Tree Management
490
Twin Tree Management
Texas
– – -204,569 Closed
Millennium Management
491
Millennium Management
New York
– – -85,556 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
492
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -66,272 Closed
MCM
493
Marathon Capital Management
Maryland
– – -34,529 Closed
CF
494
Canoe Financial
Alberta, Canada
– – -32,605 Closed
AWM
495
AE Wealth Management
Kansas
– – -32,175 Closed
OAM
496
Ostrum Asset Management
France
– – -28,475 Closed
CP
497
CenterBook Partners
Connecticut
– – -17,275 Closed
Arrowstreet Capital
498
Arrowstreet Capital
Massachusetts
– – -15,629 Closed
Rockefeller Capital Management
499
Rockefeller Capital Management
New York
– – -12,333 Closed
DA
500
Duality Advisers
Florida
– – -11,999 Closed
18 19
20
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