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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 %
Creative Planning
151
Creative Planning
Kansas
$2.83M 28,988 +2,743 +10%
HIM
152
Hillsdale Investment Management
Ontario, Canada
$2.79M 28,547 -1,100 -4%
HighTower Advisors
153
HighTower Advisors
Illinois
$2.62M 26,777 -1,377 -5%
Osaic Holdings
154
Osaic Holdings
Arizona
$2.58M 26,396 -1,836 -7%
MGP
155
Metis Global Partners
California
$2.58M 26,397 -2,876 -10%
USAA
156
United Services Automobile Association
Texas
$2.52M 25,810 -180,305 -87%
BCM
157
Barometer Capital Management
Ontario, Canada
$2.51M 20,389 +149 +0.7%
Bessemer Group
158
Bessemer Group
New Jersey
$2.46M 25,180 +22,894 +1,001%
AFM
159
Anson Funds Management
Texas
$2.44M 25,000 +25,000 New
Corient Private Wealth
160
Corient Private Wealth
Florida
$2.38M 24,360 -8,243 -25%
Royal London Asset Management
161
Royal London Asset Management
United Kingdom
$2.38M 24,356 -65,872 -73%
Principal Financial Group
162
Principal Financial Group
Iowa
$2.37M 24,200 -1,000 -4%
IMPI
163
Ilmarinen Mutual Pension Insurance
Finland
$2.31M 23,701 -20,103 -46%
APG Asset Management
164
APG Asset Management
Netherlands
$2.27M 25,040 -100 -0.4%
US Bancorp
165
US Bancorp
Minnesota
$2.23M 22,797 +1,003 +5%
Man Group
166
Man Group
United Kingdom
$2.2M 22,549 +3,060 +16%
RMC
167
Resources Management Corp
Connecticut
$2.19M 22,439 -425 -2%
GIM
168
Gold Investment Management
Alberta, Canada
$2.16M 22,145 +409 +2%
GF
169
Gries Financial
Ohio
$2.06M 21,042 -267 -1%
Assenagon Asset Management
170
Assenagon Asset Management
Luxembourg
$2.02M 20,708 +481 +2%
PAG
171
Private Advisor Group
New Jersey
$1.99M 20,419 +87 +0.4%
MML Investors Services
172
MML Investors Services
Massachusetts
$1.93M 19,800 -586 -3%
LNWWM
173
Laird Norton Wetherby Wealth Management
California
$1.89M 19,355 -43 -0.2%
UB
174
UMB Bank
Missouri
$1.87M 19,172 -1,201 -6%
NP
175
NorthRock Partners
Minnesota
$1.87M 19,141 +24 +0.1%
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