BMO icon

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 %
NP
176
NorthRock Partners
Minnesota
$1.89M +$241K +2,432 +15%
KeyBank National Association
177
KeyBank National Association
Ohio
$1.82M +$1.82M +18,389 New
CP
178
CenterBook Partners
Connecticut
$1.71M +$1.71M +17,275 New
Truist Financial
179
Truist Financial
North Carolina
$1.71M -$267K -2,698 -14%
SIM
180
Studio Investment Management
Illinois
$1.68M +$1.67M +16,888 +12,991%
NIM
181
Nexus Investment Management
Ontario, Canada
$1.64M – – –
AAM
182
Advisors Asset Management
Colorado
$1.59M -$109K -1,105 -6%
Arrowstreet Capital
183
Arrowstreet Capital
Massachusetts
$1.55M +$1.55M +15,629 New
RJFSA
184
Raymond James Financial Services Advisors
Florida
$1.5M -$60.8K -615 -4%
Wolverine Trading
185
Wolverine Trading
Illinois
$1.45M -$1M -10,116 -41%
NGA
186
Naples Global Advisors
Florida
$1.44M – – –
Pathstone Holdings
187
Pathstone Holdings
New Jersey
$1.4M +$1.4M +14,049 New
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$1.39M -$155K -1,562 -10%
MWA
189
Midland Wealth Advisors
Illinois
$1.38M +$1.38M +13,992 New
IA
190
IFG Advisory
Georgia
$1.36M -$693 -7 -0.1%
CFMC
191
Curbstone Financial Management Corp
New Hampshire
$1.36M +$9.89K +100 +0.7%
ABC
192
Associated Banc-Corp
Wisconsin
$1.36M -$16.8K -170 -1%
CI
193
Cigna Investments
Connecticut
$1.34M +$3.28K +33 +0.2%
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$1.29M -$23.5K -238 -2%
Barclays
195
Barclays
United Kingdom
$1.28M +$975K +9,848 +318%
SC
196
Syon Capital
California
$1.24M +$709K +7,161 +133%
YCM
197
Yousif Capital Management
Michigan
$1.24M +$74.2K +750 +6%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$1.22M +$1.22M +12,333 New
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$1.2M +$84.1K +850 +8%
DA
200
Duality Advisers
Florida
$1.19M +$1.19M +11,999 New
6 7
8
9 10