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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.

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
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$407M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$1.46B
4
Bank of America
4
Bank of America
North Carolina
$369M
5
Charles Schwab
5
Charles Schwab
California
$146M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.84B
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$598M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$62.7M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$0
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$958M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Research Global Investors
51
Capital Research Global Investors
California
$62.7M -$201M -2,399,247 -76%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$57.6M -$1.14M -13,569 -2%
MSE
53
MUFG Securities EMEA
United Kingdom
$54.5M +$54.5M +474,999 New
Capital International Investors
54
Capital International Investors
California
$51.9M +$243K +2,893 +0.5%
Amundi
55
Amundi
France
$51.2M -$2.14M -25,211 -4%
BlackRock
56
BlackRock
New York
$50.2M -$1.98M -23,654 -4%
First Trust Advisors
57
First Trust Advisors
Illinois
$45.8M -$5.11M -60,906 -10%
Canada Life
58
Canada Life
Manitoba, Canada
$39.3M +$6.56M +78,296 +20%
BONST
59
Bank of Nova Scotia Trust
Ontario, Canada
$39.2M +$46.1K +550 +0.1%
Korea Investment Corp
60
Korea Investment Corp
South Korea
$36.5M -$7.31M -87,078 -17%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$34.7M +$332K +3,953 +1%
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$34.4M +$23.3M +278,118 +210%
MSC
63
MUFG Securities (Canada)
New York
$32.4M +$32.4M +385,616 +102,285%
GCA
64
Guardian Capital Advisors
Ontario, Canada
$31M -$3.32M -39,087 -10%
Citadel Advisors
65
Citadel Advisors
Florida
$29.4M +$23.3M +277,465 +380%
IIM
66
Intact Investment Management
Quebec, Canada
$28.5M -$37.4M -445,400 -57%
Aviva
67
Aviva
United Kingdom
$28.1M +$3.93M +46,869 +16%
Franklin Resources
68
Franklin Resources
California
$26.9M -$157K -1,865 -0.6%
Jane Street
69
Jane Street
New York
$26.8M -$7.05M -84,070 -21%
Pictet Asset Management
70
Pictet Asset Management
Switzerland
$26.8M +$641K +7,522 +2%
Northern Trust
71
Northern Trust
Illinois
$26.1M +$276K +3,289 +1%
UBS Group
72
UBS Group
Switzerland
$23.5M +$1.2M +14,326 +5%
Two Sigma Advisers
73
Two Sigma Advisers
New York
$22.9M +$4.24M +50,600 +23%
Zurich Cantonal Bank
74
Zurich Cantonal Bank
Switzerland
$22.2M +$2.78M +33,078 +14%
CAM
75
Cidel Asset Management
Ontario, Canada
$21.2M -$723K -8,610 -3%
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