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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $20.9B invested in Bank of Montreal in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 99 increasing their positions, 140 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+43
Holders Change %
+12.08%
% of All Funds
7.08%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.43%
New
71
Increased
99
Reduced
140
Closed
24
Calls
$433M
Puts
$308M
Net Calls
+$125M
Net Calls Change
+$31.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.4B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$559M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$333M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$1.05B
5
Norges Bank
Norges Bank
Norway
$559M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$347M
2
Capital Research Global Investors
Capital Research Global Investors
California
$0
3
Goldman Sachs
Goldman Sachs
New York
$74.8M
4
OAC
OMERS Administration Corp
Ontario, Canada
$161M
5
Citadel Advisors
Citadel Advisors
Florida
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAC
26
OMERS Administration Corp
Ontario, Canada
$161M -$56.4M -742,700 -26%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$160M -$8.89M -116,935 -5%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$145M -$22.6M -298,043 -13%
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$118M +$1.09M +14,364 +0.9%
CCMIC
30
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$113M -$596K -7,851 -0.5%
Newport Trust Company
31
Newport Trust Company
District of Columbia
$111M -$6.21M -81,720 -5%
CS
32
Credit Suisse
Switzerland
$108M +$6.41M +84,336 +6%
IIM
33
Intact Investment Management
Quebec, Canada
$94.5M +$20.4M +211,563 +28%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$92.7M +$4.46M +58,633 +5%
BCIM
35
British Columbia Investment Management
British Columbia, Canada
$87.8M -$10.5M -138,747 -11%
TPM
36
Triasima Portfolio Management
Quebec, Canada
$79M +$79M +1,038,850 New
Goldman Sachs
37
Goldman Sachs
New York
$74.8M -$99.1M -1,303,596 -57%
AIMCA
38
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$72.9M +$23.7M +311,500 +48%
Invesco
39
Invesco
Georgia
$71.4M -$5.4M -71,034 -7%
CAM
40
Cidel Asset Management
Ontario, Canada
$70M -$3.9M -51,279 -5%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$69M -$1.15M -15,122 -2%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$62.4M +$29.3M +385,771 +89%
VPI
43
Value Partners Investments
Manitoba, Canada
$61.9M -$5.11M -67,167 -8%
Fidelity International
44
Fidelity International
Bermuda
$57.7M +$266K +3,494 +0.5%
AII
45
AGF Investments Inc
Ontario, Canada
$56.1M -$24.9M -328,007 -31%
BCPEMI
46
Bain Capital Public Equity Management II
Massachusetts
$55.8M +$55.8M +733,960 New
First Trust Advisors
47
First Trust Advisors
Illinois
$54.2M -$12.7M -166,635 -19%
BONST
48
Bank of Nova Scotia Trust
Ontario, Canada
$52.4M +$8.74K +115 +0%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$51.4M +$13.9M +182,898 +37%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$50.2M -$6.26M -82,381 -11%
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