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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 %
Victory Capital Management
501
Victory Capital Management
Texas
– – -10,483 Closed
ACM
502
Ativo Capital Management
Illinois
– – -10,441 Closed
Point72 Asset Management
503
Point72 Asset Management
Connecticut
– – -9,200 Closed
Mercer Global Advisors
504
Mercer Global Advisors
Colorado
– – -8,614 Closed
HF
505
HRT Financial
New York
– – -7,657 Closed
MM
506
MQS Management
New York
– – -7,107 Closed
BFG
507
Beacon Financial Group
Texas
– – -5,706 Closed
Group One Trading
508
Group One Trading
Illinois
– – -5,647 Closed
BCM
509
Bayesian Capital Management
New York
– – -4,563 Closed
XT
510
XTX Topco
Cayman Islands
– – -4,286 Closed
JIC
511
Johnson Investment Counsel
Ohio
– – -3,780 Closed
Thrivent Financial for Lutherans
512
Thrivent Financial for Lutherans
Minnesota
– – -3,265 Closed
Allspring Global Investments
513
Allspring Global Investments
North Carolina
– – -3,215 Closed
OC
514
Oarsman Capital
Wisconsin
– – -3,179 Closed
CCM
515
Chiron Capital Management
Florida
– – -3,000 Closed
A
516
AJOVista
Massachusetts
– – -2,900 Closed
SCM
517
Stevens Capital Management
Pennsylvania
– – -2,604 Closed
WA
518
Wealth Alliance
New York
– – -2,424 Closed
FFN
519
Focus Financial Network
Minnesota
– – -2,328 Closed
SOW
520
State of Wyoming
Wyoming
– – -1,088 Closed
IWA
521
Icon Wealth Advisors
Texas
– – -1,013 Closed
ASN
522
Advisory Services Network
Georgia
– – -990 Closed
SFFS
523
Stonehage Fleming Financial Services
Jersey
– – -819 Closed
MSWM
524
McGlone Suttner Wealth Management
Wisconsin
– – -775 Closed
IBOK
525
Independence Bank of Kentucky
Kentucky
– – -600 Closed
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