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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 %
GCM
151
Graham Capital Management
Connecticut
$2.31M +$1.84M +20,361 +390%
Bessemer Group
152
Bessemer Group
New Jersey
$2.25M +$17.5K +194 +0.8%
Osaic Holdings
153
Osaic Holdings
Arizona
$2.19M +$118K +1,307 +6%
USAA
154
United Services Automobile Association
Texas
$2.15M -$318K -3,527 -13%
IMPI
155
Ilmarinen Mutual Pension Insurance
Finland
$2.14M – – –
UM
156
UniSuper Management
Australia
$2.14M – – –
PA
157
Pinnacle Associates
New York
$2.03M -$1.3M -13,100 -39%
Corient Private Wealth
158
Corient Private Wealth
Florida
$1.9M -$193K -2,145 -9%
PAG
159
Private Advisor Group
New Jersey
$1.9M +$59.7K +662 +3%
GIM
160
Gold Investment Management
Alberta, Canada
$1.89M +$24.2K +268 +1%
MA
161
Mutual Advisors
Nebraska
$1.88M +$692K +7,411 +58%
RMC
162
Resources Management Corp
Connecticut
$1.84M -$3.16K -35 -0.2%
HighTower Advisors
163
HighTower Advisors
Illinois
$1.8M -$138K -1,531 -7%
PI
164
PineBridge Investments
New York
$1.77M +$1.52M +12,442 +608%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$1.76M +$37K +410 +2%
Wolverine Trading
166
Wolverine Trading
Illinois
$1.76M +$1.21M +13,402 +220%
US Bancorp
167
US Bancorp
Minnesota
$1.72M -$360K -3,995 -17%
VPIM
168
Vanguard Personalized Indexing Management
California
$1.72M +$368K +4,077 +27%
Credit Agricole
169
Credit Agricole
France
$1.71M +$28.1K +311 +2%
Truist Financial
170
Truist Financial
North Carolina
$1.66M +$69.1K +766 +4%
HIM
171
Hillsdale Investment Management
Ontario, Canada
$1.66M -$86.6K -960 -5%
NP
172
NorthRock Partners
Minnesota
$1.62M – – –
Principal Financial Group
173
Principal Financial Group
Iowa
$1.59M -$488K -5,400 -23%
FC
174
FORA Capital
Florida
$1.57M +$957K +10,606 +157%
AG
175
Algert Global
California
$1.5M +$1.5M +16,625 New
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