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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 %
NEI
101
Northwest & Ethical Investments
Ontario, Canada
$12.1M 124,159 +5,016 +4%
DJSG
102
D.J. St. Germain
Massachusetts
$10.6M 108,807 -5,861 -5%
Wellington Management Group
103
Wellington Management Group
Massachusetts
$10.5M 106,954 +333 +0.3%
UIM
104
USS Investment Management
United Kingdom
$10.4M 106,506 +1,897 +2%
Renaissance Technologies
105
Renaissance Technologies
New York
$10.1M 103,400 +103,400 New
Public Sector Pension Investment Board (PSP Investments)
106
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.53M 97,465 -63,671 -40%
AAIM
107
American Assets Investment Management
California
$9.38M 96,000 – –
Skandinaviska Enskilda Banken (SEB)
108
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.3M 95,187 +1,900 +2%
Ameriprise
109
Ameriprise
Minnesota
$9.26M 81,044 +9,175 +13%
URS
110
Utah Retirement Systems
Utah
$8.33M 85,272 – –
Federated Hermes
111
Federated Hermes
Pennsylvania
$7.72M 79,050 -5,287 -6%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$7.52M 76,953 -28,634 -27%
Citadel Advisors
113
Citadel Advisors
Florida
$7.14M 73,107 -102,878 -58%
RJA
114
Raymond James & Associates
Florida
$7.14M 73,075 -11,417 -14%
Capital Fund Management (CFM)
115
Capital Fund Management (CFM)
France
$7.06M 72,288 +52,641 +268%
NB
116
Northwest Bancshares
Pennsylvania
$6.97M 71,320 -637 -0.9%
Wells Fargo
117
Wells Fargo
California
$6.84M 70,067 -38,532 -35%
LSWM
118
Lorne Steinberg Wealth Management
Canada
$6.79M 69,514 +298 +0.4%
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$6.15M 62,959 +23,186 +58%
LPL Financial
120
LPL Financial
California
$6.03M 61,699 +3,224 +6%
M&T Bank
121
M&T Bank
New York
$5.91M 60,360 +1,092 +2%
DIA
122
Dana Investment Advisors
Wisconsin
$5.51M 56,401 -240 -0.4%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$5.47M 56,036 +1,208 +2%
RBC
124
Romano Brothers & Co
Illinois
$5.24M 53,633 -1,413 -3%
AllianceBernstein
125
AllianceBernstein
Tennessee
$5.23M 53,492 +1,617 +3%
3 4
5
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