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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 %
CP
526
Castleview Partners
Texas
– -$9.77K -100 Closed
CSB
527
City State Bank
Iowa
– -$10K -100 Closed
PO
528
Private Ocean
California
– -$7.13K -73 Closed
CFD
529
Creative Financial Designs
Indiana
– -$5.47K -56 Closed
M
530
MOTCO
Texas
– -$3.91K -40 Closed
HT
531
Headlands Technologies
Illinois
– -$2.25K -23 Closed
CA
532
CoreCap Advisors
Michigan
– -$1.19K -12 Closed
CA
533
Continuum Advisory
Idaho
– -$746 -8 Closed
MFT
534
Moisand Fitzgerald Tamayo
Florida
– -$98 -1 Closed
FGAM
535
Financial Gravity Asset Management
Texas
– -$71 – –
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