BMO icon

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 %
GCM
476
Genus Capital Management
British Columbia, Canada
– -$16.6M -169,616 Closed
Renaissance Technologies
477
Renaissance Technologies
New York
– -$10.1M -103,400 Closed
CIM
478
Caldwell Investment Management
Ontario, Canada
– -$5.11M -52,400 Closed
ACIM
479
Azimuth Capital Investment Management
Michigan
– -$5.03M -51,535 Closed
Royal London Asset Management
480
Royal London Asset Management
United Kingdom
– -$2.38M -24,356 Closed
BCM
481
Barometer Capital Management
Ontario, Canada
– -$2.51M -20,389 Closed
TI
482
Trexquant Investment
Connecticut
– -$1.32M -13,472 Closed
SM
483
Sciencast Management
New Jersey
– -$1.22M -12,453 Closed
SO
484
STRS Ohio
Ohio
– -$647K -6,624 Closed
MWA
485
Monograph Wealth Advisors
California
– -$604K -6,179 Closed
BC
486
Burney Company
Virginia
– -$566K -5,793 Closed
Capstone Investment Advisors
487
Capstone Investment Advisors
New York
– -$542K -5,547 Closed
NL
488
NWAM LLC
Washington
– -$473K -5,139 Closed
LOAMS
489
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$483K -5,002 Closed
ZIM
490
Zacks Investment Management
Illinois
– -$487K -4,988 Closed
IWA
491
IBEX Wealth Advisors
New Jersey
– -$422K -4,663 Closed
PG
492
Patten Group
Tennessee
– -$438K -4,484 Closed
AFP
493
Ausdal Financial Partners
Iowa
– -$432K -4,422 Closed
QI
494
Qtron Investments
Massachusetts
– -$357K -3,658 Closed
FM
495
Foster & Motley
Ohio
– -$327K -3,351 Closed
HIC
496
Hartline Investment Corp
Illinois
– -$296K -3,035 Closed
GT
497
Glenmede Trust
Pennsylvania
– -$288K -2,945 Closed
SSA
498
Sierra Summit Advisors
Nevada
– -$282K -2,884 Closed
FOA
499
Five Oceans Advisors
California
– -$271K -2,774 Closed
EGM
500
Engineers Gate Manager
New York
– -$264K -2,700 Closed
18 19
20
21 22