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Bank of Montreal
BMO

Overview Fund Activity

482 hedge funds and large institutions have $33.5B invested in Bank of Montreal in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 39 closing their positions.

Holders
482
Holders Change
+32
Holders Change %
+7.11%
% of All Funds
7.07%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.41%
New
77
Increased
147
Reduced
171
Closed
39
Calls
$934M
Puts
$698M
Net Calls
+$236M
Net Calls Change
+$119M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$977M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.91B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$208M
4
Bank of America
4
Bank of America
North Carolina
$358M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$95.3M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$566M
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$21.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.52B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$998M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.55B
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
101
Wells Fargo
California
$10.9M 108,599 -20,551 -16%
VanEck Associates
102
VanEck Associates
New York
$10.8M 108,370 +9,501 +10%
Wellington Management Group
103
Wellington Management Group
Massachusetts
$10.6M 106,621 -19,306 -15%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$10.5M 105,587 +25,934 +33%
UIM
105
USS Investment Management
United Kingdom
$10.4M 104,609 -5,757 -5%
AAIM
106
American Assets Investment Management
California
$9.5M 96,000 – –
Skandinaviska Enskilda Banken (SEB)
107
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.23M 93,287 +1,400 +2%
Royal London Asset Management
108
Royal London Asset Management
United Kingdom
$8.93M 90,228 +1,210 +1%
URS
109
Utah Retirement Systems
Utah
$8.48M 85,272 +1,700 +2%
Millennium Management
110
Millennium Management
New York
$8.47M 85,556 +80,462 +1,580%
RJA
111
Raymond James & Associates
Florida
$8.36M 84,492 +1,409 +2%
Federated Hermes
112
Federated Hermes
Pennsylvania
$8.34M 84,337 -4,162 -5%
KJHP
113
K.J. Harrison & Partners
Ontario, Canada
$8.1M 81,729 +18,056 +28%
Ameriprise
114
Ameriprise
Minnesota
$8.06M 71,869 -2,236 -3%
NB
115
Northwest Bancshares
Pennsylvania
$7.12M 71,957 +3,298 +5%
LSWM
116
Lorne Steinberg Wealth Management
Canada
$6.85M 69,216 +3,162 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
117
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.57M 66,272 -6,641 -9%
LOAME
118
Lombard Odier Asset Management (Europe)
United Kingdom
$6.35M 63,415 -15,196 -19%
O
119
Ossiam
France
$6.06M 60,978 +14,550 +31%
M&T Bank
120
M&T Bank
New York
$5.87M 59,268 -408 -0.7%
LPL Financial
121
LPL Financial
California
$5.79M 58,475 +610 +1%
DIA
122
Dana Investment Advisors
Wisconsin
$5.6M 56,641 -352 -0.6%
RBC
123
Romano Brothers & Co
Illinois
$5.45M 55,046 -1,310 -2%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$5.43M 54,828 +2,227 +4%
PIC
125
PCJ Investment Counsel
Ontario, Canada
$5.39M 54,511 +8,700 +19%
3 4
5
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