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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
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 %
RAM
76
Rempart Asset Management
Canada
$18.8M +$92.3K +1,100 +0.5%
OAC
77
OMERS Administration Corp
Ontario, Canada
$18.5M – – –
SPS
78
Susquehanna Portfolio Strategies
Pennsylvania
$17.9M -$14.5M -172,596 -45%
SRAIM
79
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$17.3M -$134K -1,600 -0.8%
PFP
80
Pinnacle Financial Partners
Tennessee
$14.9M +$82.1K +979 +0.6%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$14.7M -$375K -4,477 -2%
DWM
82
Dorchester Wealth Management
Quebec, Canada
$14.7M -$613K -7,340 -4%
MSV
83
MN Services Vermogensbeheer
Netherlands
$14M -$310K -3,700 -2%
American Century Companies
84
American Century Companies
Missouri
$13.8M +$2.63M +31,374 +24%
CII
85
Capital International Inc
California
$13.6M -$333K -3,962 -2%
BAM
86
Burgundy Asset Management
Ontario, Canada
$13.4M – – –
VanEck Associates
87
VanEck Associates
New York
$13M +$2.16M +25,672 +20%
Citigroup
88
Citigroup
New York
$13M +$458K +5,455 +4%
FRAF
89
Första AP-fonden
Sweden
$12.7M -$772K -9,200 -6%
DekaBank Deutsche Girozentrale
90
DekaBank Deutsche Girozentrale
Germany
$12.6M +$610K +7,356 +5%
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$12.1M -$164K -1,951 -1%
Stifel Financial
92
Stifel Financial
Missouri
$12M +$1.16M +13,848 +11%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$11.2M -$685K -8,168 -6%
Vontobel Holding
94
Vontobel Holding
Switzerland
$11.2M – – –
WCA
95
Waratah Capital Advisors
Ontario, Canada
$10.9M -$11.7M -139,607 -52%
SNT
96
SIG North Trading
Pennsylvania
$10.7M +$10.7M +127,817 New
IMCOOI
97
Investment Management Corp of Ontario (IMCO)
Canada
$10.7M +$139K +1,656 +1%
KJHP
98
K.J. Harrison & Partners
Ontario, Canada
$10M -$3.03M -36,097 -23%
ATN
99
AMF Tjänstepension
Sweden
$9.72M -$15.6M -184,402 -62%
Axa
100
Axa
France
$9.56M +$8.94M +106,632 +1,449%
2 3
4
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