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Bank of Montreal
BMO

Overview Fund Activity

404 hedge funds and large institutions have $24.6B invested in Bank of Montreal in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 95 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+5
Holders Change %
+1.25%
% of All Funds
7.11%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
49
Increased
162
Reduced
95
Closed
40
Calls
$407M
Puts
$495M
Net Calls
-$87.9M
Net Calls Change
-$213M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$988M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$938M
3
GC
Guardian Capital
Ontario, Canada
$436M
4
Two Sigma Investments
Two Sigma Investments
New York
$136M
5
Man Group
Man Group
United Kingdom
$104M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
$42.3M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$775M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$761M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$197M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAC
26
OMERS Administration Corp
Ontario, Canada
$189M – – –
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$173M +$2.39M +26,825 +1%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$146M +$72.6M +814,229 +99%
CS
29
Credit Suisse
Switzerland
$145M +$19.3M +216,939 +15%
IIM
30
Intact Investment Management
Quebec, Canada
$143M +$33.7M +301,280 +31%
Two Sigma Investments
31
Two Sigma Investments
New York
$136M +$122M +1,373,056 +887%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128M -$10.2M -114,400 -7%
Goldman Sachs
33
Goldman Sachs
New York
$126M +$38M +426,684 +43%
CCMIC
34
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$123M -$9.41M -105,599 -7%
Newport Trust Company
35
Newport Trust Company
District of Columbia
$122M -$7.97M -89,449 -6%
Bank of America
36
Bank of America
North Carolina
$120M +$66.1M +741,542 +123%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$118M +$9.9M +111,157 +9%
Morgan Stanley
38
Morgan Stanley
New York
$104M +$55.7M +625,304 +114%
Man Group
39
Man Group
United Kingdom
$104M +$97M +1,088,128 +1,322%
TPM
40
Triasima Portfolio Management
Quebec, Canada
$103M +$10.5M +117,950 +11%
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$90.9M +$5.4M +60,600 +6%
AII
42
AGF Investments Inc
Ontario, Canada
$82.9M +$17.1M +192,025 +26%
CAM
43
Cidel Asset Management
Ontario, Canada
$79.6M -$2.59M -29,106 -3%
Invesco
44
Invesco
Georgia
$75.6M -$8.11M -90,978 -10%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$70.6M -$10.3M -115,143 -13%
MWA
46
Marshall Wace Asia
Hong Kong
$67.9M +$67.9M +761,445 New
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$63.7M +$4.75M +53,327 +8%
VPI
48
Value Partners Investments
Manitoba, Canada
$62.3M -$10.3M -115,071 -14%
BONST
49
Bank of Nova Scotia Trust
Ontario, Canada
$61.5M +$14.8K +166 +0%
Massachusetts Financial Services
50
Massachusetts Financial Services
Massachusetts
$59.1M -$1.14M -12,774 -2%
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