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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 %
PIC
476
PCJ Investment Counsel
Ontario, Canada
– -$1.8M -21,500 Closed
LOAME
477
Lombard Odier Asset Management (Europe)
United Kingdom
– -$1.72M -20,494 Closed
AFM
478
Anson Funds Management
Texas
– -$1.28M -15,217 Closed
CCIA
479
Campbell & Co Investment Adviser
Maryland
– -$1.18M -14,090 Closed
Walleye Capital
480
Walleye Capital
New York
– -$837K -9,983 Closed
BBVA
481
Banco Bilbao Vizcaya Argentaria
Spain
– -$754K -9,006 Closed
GS
482
GTS Securities
New York
– -$673K -8,025 Closed
Walleye Trading
483
Walleye Trading
New York
– -$671K -8,008 Closed
GA
484
GoalVest Advisory
New York
– -$586K -6,983 Closed
JAM
485
JCIC Asset Management
Ontario, Canada
– -$562K -6,697 Closed
GI
486
Gradient Investments
Minnesota
– -$474K -5,648 Closed
GT
487
Greenleaf Trust
Michigan
– -$472K -5,624 Closed
KWM
488
Kingsview Wealth Management
Oregon
– -$430K -5,131 Closed
SSA
489
Schonfeld Strategic Advisors
New York
– -$352K -4,200 Closed
EI
490
Ethic Inc
New York
– -$330K -3,941 Closed
MCM
491
MAI Capital Management
Ohio
– -$311K -3,708 Closed
MM
492
MQS Management
New York
– -$310K -3,702 Closed
AWM
493
AE Wealth Management
Kansas
– -$276K -3,296 Closed
SIA
494
Schechter Investment Advisors
Michigan
– -$263K -3,132 Closed
CCA
495
Cobblestone Capital Advisors
New York
– -$252K -3,000 Closed
SEP
496
Southland Equity Partners
Missouri
– -$238K -2,843 Closed
GC
497
Guggenheim Capital
Illinois
– -$230K -2,748 Closed
Mitsubishi UFJ Trust & Banking
498
Mitsubishi UFJ Trust & Banking
Japan
– -$210K -2,501 Closed
MFIM
499
Mesirow Financial Investment Management
Illinois
– -$205K -2,445 Closed
SOW
500
State of Wyoming
Wyoming
– -$201K -2,400 Closed
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