BANK OF MONTREAL (BMO) Institutional Ownership Changes & 13F Activity

BANK OF MONTREAL (BMO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, Mairs & Power Growth Fund, and Vulcan Value Partners.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2014Renaissance Technologies LLCBuy77,400393,295$27,818
Q4 2014Mairs & Power Growth FundBuy2006,836$484
Q3 2014Renaissance Technologies LLCBuy84,800315,895$23,256
Q2 2014Renaissance Technologies LLCSell-201,500231,095$17,011
Q2 2014Mairs & Power Growth FundSell-3,0006,636$488
Q2 2014Vulcan Value PartnersBuy545545$40
Q1 2014Renaissance Technologies LLCBuy194,600432,595$28,977
Q1 2014Mairs & Power Growth FundSell-2,0009,636$646
Q4 2013Renaissance Technologies LLCBuy189,500237,995$15,865
Q4 2013Mairs & Power Growth FundSell-7,00011,636$776
Q3 2013Renaissance Technologies LLCSell-364,60048,495$3,240
Q2 2013Renaissance Technologies LLCBuy413,095413,095$23,972
Q2 2013Mairs & Power Growth FundBuy18,63618,636$1,081

Frequently asked questions about BMO activity

  • Which institutional owners are buying BMO?

    Institutional owners buying BMO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BMO activity?

    "Buy" means an investor increased their reported position in BMO compared to the prior reporting period. This reflects growing exposure to BANK OF MONTREAL (BMO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BMO increasing?

    Institutional interest in BMO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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