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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.

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

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$566M
2
OAC
OMERS Administration Corp
Ontario, Canada
$21.9M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.52B
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$998M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$5.32M -$146K -1,473 -3%
BPA
127
Beacon Pointe Advisors
California
$5.3M +$67.7K +684 +1%
RG
128
Rathbones Group
United Kingdom
$5.16M +$18.6K +187 +0.4%
CIM
129
Caldwell Investment Management
Ontario, Canada
$5.14M +$5.14M +51,800 New
AllianceBernstein
130
AllianceBernstein
Tennessee
$5.13M +$29.1K +294 +0.6%
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$4.73M +$437K +4,500 +10%
Allianz Asset Management
132
Allianz Asset Management
Germany
$4.59M -$10.2M -101,076 -69%
CGH
133
Crossmark Global Holdings
Texas
$4.55M +$202K +2,038 +5%
NB
134
NBT Bank
New York
$4.5M +$4.14M +41,811 +1,153%
IMPI
135
Ilmarinen Mutual Pension Insurance
Finland
$4.38M -$18.1M -180,500 -80%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$4.28M -$199K -2,016 -4%
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$3.94M -$167K -1,684 -4%
ACIM
138
Azimuth Capital Investment Management
Michigan
$3.77M -$232K -2,340 -6%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$3.75M +$451K +4,561 +14%
Baird Financial Group
140
Baird Financial Group
Wisconsin
$3.53M -$39.7K -401 -1%
MCM
141
Marathon Capital Management
Maryland
$3.42M -$3M -30,345 -47%
Squarepoint
142
Squarepoint
New York
$3.28M +$516K +5,216 +19%
CF
143
Canoe Financial
Alberta, Canada
$3.23M -$247K -2,500 -7%
Corient Private Wealth
144
Corient Private Wealth
Florida
$3.23M +$1.36M +13,718 +73%
AWM
145
AE Wealth Management
Kansas
$3.12M -$135K -1,395 -4%
SLA
146
Silver Lake Advisory
Utah
$3.05M – – –
HPG
147
Harvest Portfolios Group
Ontario, Canada
$3.02M -$39.7K -401 -1%
HIM
148
Hillsdale Investment Management
Ontario, Canada
$2.93M -$1.41M -14,200 -32%
MGP
149
Metis Global Partners
California
$2.9M -$393K -3,976 -12%
OAM
150
Ostrum Asset Management
France
$2.83M -$195K -1,961 -6%
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