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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 %
Osaic Holdings
151
Osaic Holdings
Arizona
$2.8M -$517K -5,221 -16%
HighTower Advisors
152
HighTower Advisors
Illinois
$2.79M -$323K -3,264 -10%
Mitsubishi UFJ Trust & Banking
153
Mitsubishi UFJ Trust & Banking
Japan
$2.75M -$13.3M -134,720 -83%
WF
154
WoodTrust Financial
Wisconsin
$2.69M – – –
BCM
155
Barometer Capital Management
Ontario, Canada
$2.65M +$2.65M +20,240 New
Creative Planning
156
Creative Planning
Kansas
$2.6M -$311K -3,140 -11%
Mariner
157
Mariner
Kansas
$2.51M +$175K +1,773 +7%
Principal Financial Group
158
Principal Financial Group
Iowa
$2.51M +$848K +8,528 +51%
MSRPS
159
Maryland State Retirement & Pension System
Maryland
$2.46M +$20.9K +209 +0.9%
SAM
160
Shell Asset Management
Netherlands
$2.36M -$633K -6,300 -21%
APG Asset Management
161
APG Asset Management
Netherlands
$2.26M +$132K +1,465 +6%
RMC
162
Resources Management Corp
Connecticut
$2.26M -$989 -10 -0%
CP
163
Cumberland Partners
Ontario, Canada
$2.25M +$500K +5,700 +29%
US Bancorp
164
US Bancorp
Minnesota
$2.16M -$156K -1,576 -7%
GIM
165
Gold Investment Management
Alberta, Canada
$2.15M +$2.15M +21,736 New
GF
166
Gries Financial
Ohio
$2.11M -$13.6K -137 -0.6%
CGPCS
167
Capital Group Private Client Services
California
$2.09M -$218K -2,202 -9%
Assenagon Asset Management
168
Assenagon Asset Management
Luxembourg
$2.03M -$2.27M -22,558 -53%
PA
169
Pinnacle Associates
New York
$2.03M +$544K +5,500 +37%
MML Investors Services
170
MML Investors Services
Massachusetts
$2.02M -$301K -3,038 -13%
UB
171
UMB Bank
Missouri
$2.02M +$33.5K +339 +2%
PAG
172
Private Advisor Group
New Jersey
$2.01M – – –
Capital Fund Management (CFM)
173
Capital Fund Management (CFM)
France
$1.94M +$907K +9,163 +87%
Man Group
174
Man Group
United Kingdom
$1.93M +$1.93M +19,489 New
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$1.92M -$108K -1,087 -5%
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