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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 %
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$22.6M 231,354 +4,613 +2%
RAM
77
Rempart Asset Management
Canada
$21.8M 222,893 +6,985 +3%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$21.8M 222,798 -43,300 -16%
OAC
79
OMERS Administration Corp
Ontario, Canada
$21.5M 219,955 – –
SRAIM
80
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$20.2M 207,177 -429 -0.2%
DWM
81
Dorchester Wealth Management
Quebec, Canada
$17.8M 183,672 -3,078 -2%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$17.6M 180,246 -47,448 -21%
PFP
83
Pinnacle Financial Partners
Tennessee
$17.2M 176,135 +6,186 +4%
MSV
84
MN Services Vermogensbeheer
Netherlands
$16.6M 170,200 +170,200 New
GCM
85
Genus Capital Management
British Columbia, Canada
$16.6M 169,616 +169,616 New
CII
86
Capital International Inc
California
$16.2M 165,819 +44,757 +37%
FRAF
87
Första AP-fonden
Sweden
$15.7M 160,500 -86,200 -35%
BAM
88
Burgundy Asset Management
Ontario, Canada
$15.6M 160,000 – –
KJHP
89
K.J. Harrison & Partners
Ontario, Canada
$15.2M 155,510 +73,781 +90%
Citigroup
90
Citigroup
New York
$14.5M 148,901 -23,202 -13%
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$14.3M 146,583 +2,919 +2%
OCAM
92
Onex Canada Asset Management
Ontario, Canada
$14.3M 146,581 -18,700 -11%
DekaBank Deutsche Girozentrale
93
DekaBank Deutsche Girozentrale
Germany
$13.9M 144,907 -16,128 -10%
Neuberger Berman Group
94
Neuberger Berman Group
New York
$13.8M 141,598 -18,306 -11%
Vontobel Holding
95
Vontobel Holding
Switzerland
$13M 133,124 -5,797 -4%
American Century Companies
96
American Century Companies
Missouri
$13M 133,157 +11,803 +10%
Voloridge Investment Management
97
Voloridge Investment Management
Florida
$12.9M 132,190 -4,405 -3%
VanEck Associates
98
VanEck Associates
New York
$12.6M 128,969 +20,599 +19%
Stifel Financial
99
Stifel Financial
Missouri
$12.6M 128,888 +75,109 +140%
IMCOOI
100
Investment Management Corp of Ontario (IMCO)
Canada
$12.3M 125,531 -27,157 -18%
2 3
4
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