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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 %
Cambridge Investment Research Advisors
201
Cambridge Investment Research Advisors
Iowa
$1.05M 10,741 -2,327 -18%
Cerity Partners
202
Cerity Partners
New York
$1.03M 10,537 +4,078 +63%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$1.01M 10,337 +156 +2%
CAN
204
Cetera Advisor Networks
California
$1.01M 10,308 +4 +0%
BFG
205
Berger Financial Group
Minnesota
$994K 10,172 +1,841 +22%
VPIM
206
Vanguard Personalized Indexing Management
California
$991K 10,148 +1,759 +21%
CAM
207
Cresset Asset Management
Illinois
$979K 10,021 +483 +5%
ST
208
Smithfield Trust
Pennsylvania
$955K 9,785 +19 +0.2%
Capital World Investors
209
Capital World Investors
California
$952K 9,749 – –
PA
210
Probity Advisors
Texas
$943K 9,651 -136 -1%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$936K 9,579 -2,556 -21%
DZ Bank
212
DZ Bank
Germany
$928K 9,500 – –
FAB
213
First American Bank
Illinois
$914K 9,360 – –
MPI
214
Mairs & Power Inc
Minnesota
$879K 9,000 – –
State Street
215
State Street
Massachusetts
$871K 8,912 – –
ATPW
216
Ashton Thomas Private Wealth
Arizona
$867K 8,872 -415 -4%
NSAM
217
North Star Asset Management
Wisconsin
$841K 8,609 -345 -4%
QCM
218
Quantinno Capital Management
New York
$833K 8,529 +4,798 +129%
DADC
219
D.A. Davidson & Co
Montana
$828K 8,479 -2,535 -23%
S
220
SignatureFD
Georgia
$826K 8,458 +657 +8%
LI
221
Louisbourg Investments
New Brunswick, Canada
$824K 8,428 – –
IGWM
222
ICA Group Wealth Management
Colorado
$821K 8,400 -50 -0.6%
William Blair & Company
223
William Blair & Company
Illinois
$804K 8,231 -2,944 -26%
JAM
224
JCIC Asset Management
Ontario, Canada
$795K 8,142 -353 -4%
IP
225
Ignite Planners
California
$789K 8,084 -1,683 -17%
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