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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.

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

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$156M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.99B
3
Bank of America
Bank of America
North Carolina
$190M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$286M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$4.78M +$9.24K +100 +0.2%
BPA
127
Beacon Pointe Advisors
California
$4.67M -$25K -277 -0.5%
RBC
128
Romano Brothers & Co
Illinois
$4.65M -$131K -1,450 -3%
Assenagon Asset Management
129
Assenagon Asset Management
Luxembourg
$4.58M +$2.68M +29,717 +142%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$4.56M +$525K +5,824 +13%
Twin Tree Management
131
Twin Tree Management
Texas
$4.52M +$4.52M +50,095 New
NAM
132
NewGen Asset Management
Ontario, Canada
$4.51M +$4.51M +50,000 New
RG
133
Rathbones Group
United Kingdom
$4.35M -$73.2K -810 -2%
Mariner
134
Mariner
Kansas
$4.19M +$155K +1,722 +4%
Allianz Asset Management
135
Allianz Asset Management
Germany
$4.17M +$31.6K +350 +0.8%
NB
136
NBT Bank
New York
$4.13M +$36.1K +400 +0.9%
VPP
137
Vertex Planning Partners
Illinois
$4.05M +$4.05M +44,928 New
MSRPS
138
Maryland State Retirement & Pension System
Maryland
$3.87M +$50.1K +555 +1%
KJHP
139
K.J. Harrison & Partners
Ontario, Canada
$3.72M -$7.36M -79,322 -66%
Baird Financial Group
140
Baird Financial Group
Wisconsin
$3.3M -$61.1K -677 -2%
SA
141
SpiderRock Advisors
Delaware
$3.15M -$108K -1,200 -3%
Man Group
142
Man Group
United Kingdom
$3.13M -$1.03M -11,439 -25%
Creative Planning
143
Creative Planning
Kansas
$3.09M +$444K +4,918 +17%
HPG
144
Harvest Portfolios Group
Ontario, Canada
$2.87M +$50K +554 +2%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$2.8M +$196K +2,177 +8%
SLA
146
Silver Lake Advisory
Utah
$2.73M -$24K -266 -0.9%
ET
147
Entropy Technologies
New York
$2.69M +$2.69M +29,774 New
CGPCS
148
Capital Group Private Client Services
California
$2.49M -$146K -1,619 -6%
CGH
149
Crossmark Global Holdings
Texas
$2.43M -$1.33M -14,755 -35%
MGP
150
Metis Global Partners
California
$2.33M -$114K -1,258 -5%
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