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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.6B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 157 reducing their positions, and 44 closing their positions.

Holders
465
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
39
Increased
158
Reduced
157
Closed
44
Calls
$1.05B
Puts
$1.12B
Net Calls
-$62.7M
Net Calls Change
-$38.5M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$383M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.27B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$133M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$568M
5
VPI
5
Value Partners Investments
Manitoba, Canada
$162M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$156M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.99B
3
Bank of America
3
Bank of America
North Carolina
$190M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$286M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
101
INTECH Investment Management
Florida
$9.67M +$345K +3,815 +4%
SNT
102
SIG North Trading
Pennsylvania
$9.62M -$1.91M -21,147 -17%
AAIM
103
American Assets Investment Management
California
$8.66M – – –
Public Sector Pension Investment Board (PSP Investments)
104
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.62M -$19.5K -216 -0.2%
Skandinaviska Enskilda Banken (SEB)
105
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.59M – – –
Two Sigma Advisers
106
Two Sigma Advisers
New York
$8.47M -$16.2M -179,500 -66%
LPL Financial
107
LPL Financial
California
$7.76M +$1.15M +12,748 +17%
URS
108
Utah Retirement Systems
Utah
$7.33M – – –
Wells Fargo
109
Wells Fargo
California
$7.14M -$306K -3,390 -4%
Capital Fund Management (CFM)
110
Capital Fund Management (CFM)
France
$7.13M +$685K +7,598 +11%
Jane Street
111
Jane Street
New York
$7.11M -$21.8M -241,153 -75%
O
112
Ossiam
France
$6.97M +$2.37M +26,230 +51%
Millennium Management
113
Millennium Management
New York
$6.85M +$6.85M +75,967 New
DJSG
114
D.J. St. Germain
Massachusetts
$6.8M -$2.78M -30,848 -29%
Federated Hermes
115
Federated Hermes
Pennsylvania
$6.43M -$89.1K -988 -1%
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$6.43M – – –
Ameriprise
117
Ameriprise
Minnesota
$6.28M +$229K +2,215 +4%
LSWM
118
Lorne Steinberg Wealth Management
Canada
$6.25M -$22.8K -253 -0.4%
NB
119
Northwest Bancshares
Pennsylvania
$5.73M -$855K -9,480 -13%
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$5.43M -$297K -3,292 -5%
RJA
121
Raymond James & Associates
Florida
$5.34M -$1.09M -12,057 -17%
M&T Bank
122
M&T Bank
New York
$5.2M -$190K -2,111 -4%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$4.93M -$189K -2,094 -4%
AllianceBernstein
124
AllianceBernstein
Tennessee
$4.92M -$61.2K -679 -1%
DIA
125
Dana Investment Advisors
Wisconsin
$4.81M -$43.6K -483 -0.9%
3 4
5
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