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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 %
Truist Financial
176
Truist Financial
North Carolina
$1.79M 18,283 +1,016 +6%
CCIA
177
Campbell & Co Investment Adviser
Maryland
$1.75M 17,872 +17,872 New
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$1.68M 17,171 +14,076 +455%
NIM
179
Nexus Investment Management
Ontario, Canada
$1.65M 16,844 +300 +2%
Barclays
180
Barclays
United Kingdom
$1.62M 16,583 +3,643 +28%
AAM
181
Advisors Asset Management
Colorado
$1.55M 15,903 -140 -0.9%
RJFSA
182
Raymond James Financial Services Advisors
Florida
$1.51M 15,453 +272 +2%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$1.47M 15,022 +1,005 +7%
NGA
184
Naples Global Advisors
Florida
$1.42M 14,570 – –
MWA
185
Midland Wealth Advisors
Illinois
$1.37M 13,992 – –
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$1.36M 13,873 -176 -1%
CFMC
187
Curbstone Financial Management Corp
New Hampshire
$1.35M 13,834 +100 +0.7%
UM
188
UniSuper Management
Australia
$1.35M 10,200 +5,000 +96%
TI
189
Trexquant Investment
Connecticut
$1.32M 13,472 +13,472 New
CI
190
Cigna Investments
Connecticut
$1.31M 13,396 -91 -0.7%
CP
191
Cumberland Partners
Ontario, Canada
$1.31M 13,367 -12,236 -48%
ABC
192
Associated Banc-Corp
Wisconsin
$1.3M 13,267 -432 -3%
IA
193
IFG Advisory
Georgia
$1.28M 13,122 -649 -5%
YCM
194
Yousif Capital Management
Michigan
$1.23M 12,577 +60 +0.5%
RB
195
Rodgers Brothers
Pennsylvania
$1.22M 12,475 +1,500 +14%
SM
196
Sciencast Management
New Jersey
$1.22M 12,453 +12,453 New
TYCC
197
Texas Yale Capital Corp
Florida
$1.21M 12,338 +962 +8%
RWM
198
Ritholtz Wealth Management
New York
$1.18M 12,114 +3,684 +44%
BBVA
199
Banco Bilbao Vizcaya Argentaria
Spain
$1.13M 11,628 +5,015 +76%
SAM
200
Shell Asset Management
Netherlands
$1.07M 12,691 -10,800 -46%
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