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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
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$407M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$1.46B
4
Bank of America
Bank of America
North Carolina
$369M
5
Charles Schwab
Charles Schwab
California
$146M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.84B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$598M
3
Capital Research Global Investors
Capital Research Global Investors
California
$62.7M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$958M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
151
Squarepoint
New York
$2.4M +$1.93M +23,026 +416%
Simplex Trading
152
Simplex Trading
Illinois
$2.37M +$1.86M +22,163 +362%
WF
153
WoodTrust Financial
Wisconsin
$2.32M – – –
USAA
154
United Services Automobile Association
Texas
$2.29M +$127K +1,515 +6%
MGP
155
Metis Global Partners
California
$2.27M +$54K +643 +2%
Bessemer Group
156
Bessemer Group
New Jersey
$2.07M -$41.4K -494 -2%
UM
157
UniSuper Management
Australia
$2.01M +$838K +7,300 +72%
IMPI
158
Ilmarinen Mutual Pension Insurance
Finland
$1.99M – – –
Corient Private Wealth
159
Corient Private Wealth
Florida
$1.95M -$92.2K -1,100 -5%
US Bancorp
160
US Bancorp
Minnesota
$1.93M +$21.9K +261 +1%
Principal Financial Group
161
Principal Financial Group
Iowa
$1.93M -$101K -1,200 -5%
Osaic Holdings
162
Osaic Holdings
Arizona
$1.92M -$293K -3,490 -13%
HighTower Advisors
163
HighTower Advisors
Illinois
$1.81M -$443K -5,272 -20%
PIC
164
PCJ Investment Counsel
Ontario, Canada
$1.8M -$976K -11,631 -35%
Assenagon Asset Management
165
Assenagon Asset Management
Luxembourg
$1.76M +$21.6K +257 +1%
GF
166
Gries Financial
Ohio
$1.73M -$30.3K -361 -2%
GIM
167
Gold Investment Management
Alberta, Canada
$1.73M -$127K -1,508 -7%
LOAME
168
Lombard Odier Asset Management (Europe)
United Kingdom
$1.72M -$962K -11,462 -36%
RMC
169
Resources Management Corp
Connecticut
$1.72M -$166K -1,980 -9%
PAG
170
Private Advisor Group
New Jersey
$1.71M +$1.09K +13 +0.1%
HIM
171
Hillsdale Investment Management
Ontario, Canada
$1.62M -$776K -9,240 -32%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$1.6M +$165K +1,969 +11%
Credit Agricole
173
Credit Agricole
France
$1.56M +$1.14M +13,605 +273%
NP
174
NorthRock Partners
Minnesota
$1.51M -$99.4K -1,185 -6%
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$1.5M -$125K -1,491 -8%
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