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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 %
YCM
201
Yousif Capital Management
Michigan
$976K -$78.4K -935 -7%
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$966K +$65.5K +781 +7%
CAM
203
Cresset Asset Management
Illinois
$959K +$119K +1,418 +14%
IAIM
204
International Assets Investment Management
Florida
$951K +$951K +965,001 New
PA
205
Probity Advisors
Texas
$889K +$79.8K +952 +10%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$860K -$6.88K -82 -0.8%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$857K +$53.8K +641 +7%
BFG
208
Berger Financial Group
Minnesota
$845K -$7.97K -95 -0.9%
Walleye Capital
209
Walleye Capital
New York
$837K +$837K +9,983 New
Balyasny Asset Management
210
Balyasny Asset Management
Illinois
$828K +$828K +9,877 New
ST
211
Smithfield Trust
Pennsylvania
$819K -$1.59K -19 -0.2%
Capital World Investors
212
Capital World Investors
California
$818K – – –
DZ Bank
213
DZ Bank
Germany
$797K – – –
FAB
214
First American Bank
Illinois
$785K – – –
IP
215
Ignite Planners
California
$772K +$94.8K +1,132 +14%
MPI
216
Mairs & Power Inc
Minnesota
$755K – – –
BBVA
217
Banco Bilbao Vizcaya Argentaria
Spain
$754K -$219K -2,622 -23%
State Street
218
State Street
Massachusetts
$747K – – –
JSW
219
Journey Strategic Wealth
New Jersey
$736K +$194K +2,308 +36%
MML Investors Services
220
MML Investors Services
Massachusetts
$729K -$931K -11,106 -56%
S
221
SignatureFD
Georgia
$720K +$10.3K +123 +1%
NSAM
222
North Star Asset Management
Wisconsin
$713K -$9.22K -110 -1%
DADC
223
D.A. Davidson & Co
Montana
$712K +$839 +10 +0.1%
LI
224
Louisbourg Investments
New Brunswick, Canada
$707K – – –
QCM
225
Quantinno Capital Management
New York
$698K -$17.5K -209 -2%
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