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Bank of Montreal
BMO

Overview Fund Activity

529 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 190 increasing their positions, 135 reducing their positions, and 33 closing their positions.

Holders
529
Holders Change
+64
Holders Change %
+13.76%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
104
Increased
190
Reduced
135
Closed
33
Calls
$840M
Puts
$1.38B
Net Calls
-$540M
Net Calls Change
-$477M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.88B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.9B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$665M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.18B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$824M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$865M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$44M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M
4
VPI
4
Value Partners Investments
Manitoba, Canada
$13.3M
5
AM
5
AGF Management
Ontario, Canada
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
101
Pinnacle Financial Partners
Tennessee
$13.7M -$3.61M -37,197 -21%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$13.4M +$13.4M +138,553 New
VPI
103
Value Partners Investments
Manitoba, Canada
$13.3M -$167M -1,408,540 -93%
Neuberger Berman Group
104
Neuberger Berman Group
New York
$13.1M +$1.08M +11,121 +9%
Capital Fund Management (CFM)
105
Capital Fund Management (CFM)
France
$12.5M +$4.8M +49,435 +63%
PFSRSONJ
106
Police & Firemen's Retirement System of New Jersey
New Jersey
$12M +$12M +123,283 New
IMCOOI
107
Investment Management Corp of Ontario (IMCO)
Canada
$11.9M -$272K -2,807 -2%
ATN
108
AMF Tjänstepension
Sweden
$11.2M – – –
Vontobel Holding
109
Vontobel Holding
Switzerland
$11M -$1.39M -14,300 -11%
UIM
110
USS Investment Management
United Kingdom
$10.6M – – –
GAM
111
Generali Asset Management
Italy
$9.99M +$9.99M +71,581 New
Skandinaviska Enskilda Banken (SEB)
112
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.4M +$174K +1,800 +2%
AAIM
113
American Assets Investment Management
California
$9.32M – – –
Truist Financial
114
Truist Financial
North Carolina
$8.89M +$7.11M +73,216 +397%
URS
115
Utah Retirement Systems
Utah
$7.88M – – –
IIM
116
INTECH Investment Management
Florida
$7.78M -$2.61M -26,886 -25%
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$7.45M +$543K +5,600 +8%
DJSG
118
D.J. St. Germain
Massachusetts
$7.11M -$208K -2,141 -3%
Public Sector Pension Investment Board (PSP Investments)
119
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.79M -$2.47M -25,413 -27%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.72M +$6.72M +69,232 New
LSWM
121
Lorne Steinberg Wealth Management
Canada
$6.69M -$29.2K -301 -0.4%
WCA
122
Waratah Capital Advisors
Ontario, Canada
$6.31M +$6.31M +64,983 New
Citadel Advisors
123
Citadel Advisors
Florida
$6.24M -$35.7M -367,674 -85%
AF
124
Avanza Fonder
Sweden
$5.91M +$5.91M +42,332 New
M&T Bank
125
M&T Bank
New York
$5.77M +$179K +1,842 +3%
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5
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