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 %
TYCC
201
Texas Yale Capital Corp
Florida
$1.13M +$72K +728 +7%
William Blair & Company
202
William Blair & Company
Illinois
$1.11M -$7.62K -77 -0.7%
DADC
203
D.A. Davidson & Co
Montana
$1.09M +$77.8K +786 +8%
RB
204
Rodgers Brothers
Pennsylvania
$1.09M – – –
Victory Capital Management
205
Victory Capital Management
Texas
$1.04M -$156K -1,576 -13%
ACM
206
Ativo Capital Management
Illinois
$1.03M -$9.6K -97 -0.9%
CAN
207
Cetera Advisor Networks
California
$1.02M -$42K -425 -4%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$1.01M -$58.7K -593 -6%
NAS
209
Nicolet Advisory Services
Wisconsin
$996K -$138K -1,412 -12%
PA
210
Probity Advisors
Texas
$968K -$15.9K -161 -2%
ST
211
Smithfield Trust
Pennsylvania
$966K – – –
Capital World Investors
212
Capital World Investors
California
$965K – – –
IP
213
Ignite Planners
California
$956K -$84K -858 -8%
DZ Bank
214
DZ Bank
Germany
$950K +$950K +9,500 New
DR
215
Davis Rea
Ontario, Canada
$946K -$213K -2,148 -18%
CAM
216
Cresset Asset Management
Illinois
$944K +$18K +182 +2%
FAB
217
First American Bank
Illinois
$926K -$174K -1,757 -16%
ATPW
218
Ashton Thomas Private Wealth
Arizona
$919K -$34.9K -353 -4%
Point72 Asset Management
219
Point72 Asset Management
Connecticut
$910K +$910K +9,200 New
MPI
220
Mairs & Power Inc
Minnesota
$890K – – –
NSAM
221
North Star Asset Management
Wisconsin
$886K -$2.47K -25 -0.3%
State Street
222
State Street
Massachusetts
$882K – – –
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$852K -$39.1K -395 -4%
JAM
224
JCIC Asset Management
Ontario, Canada
$841K +$22.1K +223 +3%
LI
225
Louisbourg Investments
New Brunswick, Canada
$838K +$838K +8,428 New
7 8
9
10 11