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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 %
NEI
101
Northwest & Ethical Investments
Ontario, Canada
$9.24M -$1.18M -14,036 -11%
UIM
102
USS Investment Management
United Kingdom
$9.14M +$210K +2,499 +2%
DJSG
103
D.J. St. Germain
Massachusetts
$8.91M -$218K -2,596 -2%
IIM
104
INTECH Investment Management
Florida
$8.67M +$5.23M +62,379 +153%
AAIM
105
American Assets Investment Management
California
$8.05M – – –
Public Sector Pension Investment Board (PSP Investments)
106
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.03M -$153K -1,818 -2%
TPM
107
Triasima Portfolio Management
Quebec, Canada
$8.01M -$31.4M -374,184 -80%
Skandinaviska Enskilda Banken (SEB)
108
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.98M – – –
OCAM
109
Onex Canada Asset Management
Ontario, Canada
$7.28M -$5.48M -62,931 -43%
Wells Fargo
110
Wells Fargo
California
$6.92M +$1.04M +12,432 +18%
URS
111
Utah Retirement Systems
Utah
$6.81M -$344K -4,100 -5%
APG Asset Management
112
APG Asset Management
Netherlands
$6.52M +$4.56M +58,200 +232%
LPL Financial
113
LPL Financial
California
$6.15M +$975K +11,628 +19%
NB
114
Northwest Bancshares
Pennsylvania
$6.12M +$139K +1,653 +2%
Federated Hermes
115
Federated Hermes
Pennsylvania
$6.06M -$567K -6,767 -9%
Capital Fund Management (CFM)
116
Capital Fund Management (CFM)
France
$5.99M -$69.3K -826 -1%
RJA
117
Raymond James & Associates
Florida
$5.97M -$153K -1,824 -2%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$5.97M -$485K -5,790 -8%
Wellington Management Group
119
Wellington Management Group
Massachusetts
$5.85M -$3.12M -37,205 -35%
LSWM
120
Lorne Steinberg Wealth Management
Canada
$5.83M -$1.68K -20 -0%
Ameriprise
121
Ameriprise
Minnesota
$5.69M -$2.19M -22,545 -28%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$5.32M +$41.5K +495 +0.8%
M&T Bank
123
M&T Bank
New York
$5.01M -$52.5K -626 -1%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$4.76M +$62.4K +744 +1%
AllianceBernstein
125
AllianceBernstein
Tennessee
$4.63M +$146K +1,745 +3%
3 4
5
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