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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 %
Tudor Investment Corp
501
Tudor Investment Corp
Connecticut
– -$315K -3,730 Closed
AC
502
AXQ Capital
New Jersey
– -$286K -3,395 Closed
HCA
503
Harbour Capital Advisors
Virginia
– -$243K -2,880 Closed
KOCAA
504
Knights of Columbus Asset Advisors
Connecticut
– -$229K -2,713 Closed
WFI
505
West Family Investments
California
– -$224K -2,654 Closed
Swedbank
506
Swedbank
Sweden
– -$177K -2,096 Closed
MIA
507
Milestone Investment Advisors
Wisconsin
– -$108K -1,277 Closed
IG
508
ING Group
Netherlands
– -$105K -1,250 Closed
AAP
509
Arax Advisory Partners
Colorado
– -$56.3K -667 Closed
LM
510
Lincluden Management
Ontario, Canada
– -$46K -554 Closed
CA
511
Crewe Advisors
Utah
– -$43.5K -515 Closed
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$39.8K -472 Closed
BCV
513
Banque Cantonale Vaudoise
Switzerland
– -$25K -300 Closed
HFM
514
Harvest Fund Management
China
– -$19K -224 Closed
NIC
515
Northwest Investment Counselors
Oregon
– -$12.7K -150 Closed
WIM
516
Westside Investment Management
California
– -$12.7K -150 Closed
HL
517
HeadInvest LLC
Maine
– -$8.16K -100 Closed
SCA
518
Stonebridge Capital Advisors
Minnesota
– -$8.44K -100 Closed
EARNEST Partners
519
EARNEST Partners
Georgia
– -$9.28K -81 Closed
BIA
520
Bell Investment Advisors
California
– -$3.29K -39 Closed
SWM
521
Sugarloaf Wealth Management
Georgia
– -$2.78K -33 Closed
LFA
522
LGT Financial Advisors
Texas
– -$506 -6 Closed
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