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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 %
Acadian Asset Management
176
Acadian Asset Management
Massachusetts
$1.49M +$1.49M +17,744 +42,248%
Truist Financial
177
Truist Financial
North Carolina
$1.48M -$51.2K -611 -3%
D.E. Shaw & Co
178
D.E. Shaw & Co
New York
$1.45M +$1.07M +12,800 +284%
KeyBank National Association
179
KeyBank National Association
Ohio
$1.42M -$1.42M -16,983 -50%
UB
180
UMB Bank
Missouri
$1.39M -$213K -2,539 -13%
YIH
181
Y-Intercept (HK)
Hong Kong
$1.39M +$1.39M +16,588 New
NIM
182
Nexus Investment Management
Ontario, Canada
$1.36M -$50.3K -600 -4%
RJFSA
183
Raymond James Financial Services Advisors
Florida
$1.32M +$22.6K +269 +2%
AFM
184
Anson Funds Management
Texas
$1.28M -$821K -9,783 -39%
XT
185
XTX Topco
Cayman Islands
$1.26M +$1.26M +15,002 New
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$1.25M -$5.53K -66 -0.4%
VPIM
187
Vanguard Personalized Indexing Management
California
$1.25M +$403K +4,826 +48%
NGA
188
Naples Global Advisors
Florida
$1.19M -$33.5K -400 -3%
CCIA
189
Campbell & Co Investment Adviser
Maryland
$1.18M -$317K -3,782 -21%
CFMC
190
Curbstone Financial Management Corp
New Hampshire
$1.16M – – –
CI
191
Cigna Investments
Connecticut
$1.16M +$31.3K +373 +3%
IA
192
IFG Advisory
Georgia
$1.13M +$33.5K +399 +3%
ABC
193
Associated Banc-Corp
Wisconsin
$1.11M -$2.1K -25 -0.2%
MA
194
Mutual Advisors
Nebraska
$1.11M +$1.11M +12,707 New
CP
195
Cumberland Partners
Ontario, Canada
$1.1M -$17.3K -206 -2%
RB
196
Rodgers Brothers
Pennsylvania
$1.09M +$41.9K +500 +4%
AAM
197
Advisors Asset Management
Colorado
$1.07M -$261K -3,114 -20%
Pathstone Holdings
198
Pathstone Holdings
New Jersey
$1.02M -$138K -1,650 -12%
RWM
199
Ritholtz Wealth Management
New York
$1.01M -$6.04K -72 -0.6%
TYCC
200
Texas Yale Capital Corp
Florida
$1M -$33.5K -400 -3%
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