Bank Montreal Medium

13F holders, Q1 2025 (March 31)
7holders +6
7new positions
1sold out
1famous investor
$6.26avg. 13F price*

At the end of Q1 2025, 7 institutions reported holding Bank Montreal Medium in their 13F filings, up 6 from Q4 2024. 7 opened new positions and 1 sold out. The largest holders were Renaissance Technologies ($1.4M), Susquehanna International Group, LLP ($1.3M) and Marex Group Ltd ($146K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Bank Montreal Medium
CUSIP
06367V600
Latest filing quarter
Q3 2025

History

Number of 13F holders

051015 Q2 2024: 3Q2 2024Q3 2024: 6Q3 2024Q4 2024: 1Q4 2024Q1 2025: 7Q1 2025Q2 2025: 8Q2 2025Q3 2025: 11Q3 2025

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$2.9M
Exits1$1.6M

All 13F filers, Q4 2024 → Q1 2025: 467,884 shares bought and 90,639 shares sold, net +377,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Renaissance Technologies 0.00% New 216,000 $1.4M
Susquehanna International Group, LLP 0.00% New 211,219 $1.3M
Marex Group Ltd 0.00% New 23,333 $146K
StoneX Group Inc. 0.01% New 14,449 $90K
BNP Paribas Financial Markets 0.00% New 2,579 $16K
Tower Research Capital LLC (TRC) 0.00% New 200 $1K
UBS Group AG 0.00% New 104 $651

"% of holder's portfolio" is BANK MONTREAL MEDIUM's weight in each manager's 13F, not the share of Bank Montreal Medium the manager owns.