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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 %
BPA
126
Beacon Pointe Advisors
California
$5.18M 53,053 -508 -0.9%
CIM
127
Caldwell Investment Management
Ontario, Canada
$5.11M 52,400 +600 +1%
O
128
Ossiam
France
$5.1M 52,148 -8,830 -14%
ACIM
129
Azimuth Capital Investment Management
Michigan
$5.03M 51,535 +13,480 +35%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$4.89M 48,729 – –
RG
131
Rathbones Group
United Kingdom
$4.83M 49,413 -2,510 -5%
Allianz Asset Management
132
Allianz Asset Management
Germany
$4.51M 46,179 +517 +1%
NB
133
NBT Bank
New York
$4.44M 45,436 – –
CGH
134
Crossmark Global Holdings
Texas
$4.31M 44,128 -1,848 -4%
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$4.28M 43,820 +557 +1%
Mariner
136
Mariner
Kansas
$4.27M 43,716 +18,297 +72%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$4.04M 41,313 +3,372 +9%
IIM
138
INTECH Investment Management
Florida
$4M 40,902 +40,902 New
Baird Financial Group
139
Baird Financial Group
Wisconsin
$3.53M 36,158 +528 +1%
MSRPS
140
Maryland State Retirement & Pension System
Maryland
$3.4M 37,503 +12,935 +53%
SA
141
SpiderRock Advisors
Delaware
$3.39M 36,117 +36,117 New
NP
142
Ninepoint Partners
Ontario, Canada
$3.31M 33,921 +33,921 New
KeyBank National Association
143
KeyBank National Association
Ohio
$3.31M 33,862 +15,473 +84%
PIC
144
PCJ Investment Counsel
Ontario, Canada
$3.24M 33,131 -21,380 -39%
LOAME
145
Lombard Odier Asset Management (Europe)
United Kingdom
$3.09M 31,956 -31,459 -50%
HPG
146
Harvest Portfolios Group
Ontario, Canada
$2.98M 30,562 +57 +0.2%
SLA
147
Silver Lake Advisory
Utah
$2.98M 30,536 -330 -1%
PA
148
Pinnacle Associates
New York
$2.95M 30,200 +9,700 +47%
QT
149
Quantbot Technologies
New York
$2.89M 29,543 +22,463 +317%
CGPCS
150
Capital Group Private Client Services
California
$2.87M 29,417 +8,340 +40%
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