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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.

New
Increased
Maintained
Reduced
Closed
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 %
DIA
126
Dana Investment Advisors
Wisconsin
$4.51M -$216K -2,575 -5%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$4.49M +$252K +2,900 +6%
RBC
128
Romano Brothers & Co
Illinois
$4.44M -$54.5K -650 -1%
BPA
129
Beacon Pointe Advisors
California
$4.36M -$86.5K -1,032 -2%
O
130
Ossiam
France
$4.28M -$99K -1,180 -2%
QT
131
Quantbot Technologies
New York
$4.27M +$1.8M +21,418 +72%
RG
132
Rathbones Group
United Kingdom
$4.1M -$42K -500 -1%
Man Group
133
Man Group
United Kingdom
$3.87M +$1.98M +23,572 +105%
Allianz Asset Management
134
Allianz Asset Management
Germany
$3.84M -$31.1K -371 -0.8%
NB
135
NBT Bank
New York
$3.8M – – –
Mariner
136
Mariner
Kansas
$3.75M +$86.4K +1,031 +2%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$3.75M +$74.5K +888 +2%
MSRPS
138
Maryland State Retirement & Pension System
Maryland
$3.55M +$405K +4,825 +13%
CGH
139
Crossmark Global Holdings
Texas
$3.49M -$207K -2,470 -6%
Arrowstreet Capital
140
Arrowstreet Capital
Massachusetts
$3.42M +$3.42M +40,790 New
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$3.36M +$3.36M +40,027 New
Baird Financial Group
142
Baird Financial Group
Wisconsin
$3.12M +$91K +1,085 +3%
SA
143
SpiderRock Advisors
Delaware
$3.03M – – –
NP
144
Ninepoint Partners
Ontario, Canada
$2.84M – – –
PA
145
Pinnacle Associates
New York
$2.82M +$285K +3,400 +11%
HPG
146
Harvest Portfolios Group
Ontario, Canada
$2.62M +$58.4K +696 +2%
SLA
147
Silver Lake Advisory
Utah
$2.56M -$3.61K -43 -0.1%
Creative Planning
148
Creative Planning
Kansas
$2.46M +$27.3K +325 +1%
CGPCS
149
Capital Group Private Client Services
California
$2.45M -$17K -202 -0.7%
Natixis Advisors
150
Natixis Advisors
Massachusetts
$2.42M -$1.05M -12,500 -30%
4 5
6
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