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Bank of Montreal
BMO

Overview Fund Activity

454 hedge funds and large institutions have $27.6B invested in Bank of Montreal in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 158 increasing their positions, 125 reducing their positions, and 30 closing their positions.

Holders
454
Holders Change
+16
Holders Change %
+3.65%
% of All Funds
7.97%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.44%
New
50
Increased
158
Reduced
125
Closed
30
Calls
$342M
Puts
$625M
Net Calls
-$283M
Net Calls Change
-$159M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.9B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$180M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.06B
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$631M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$526M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$502M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$1.02B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.48B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$744M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAC
26
OMERS Administration Corp
Ontario, Canada
$180M +$180M +1,804,576 New
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$179M -$9.11M -91,449 -5%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$167M +$18.3M +183,421 +12%
IIM
29
Intact Investment Management
Quebec, Canada
$153M +$38.3M +302,980 +33%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
30
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M -$98.2M -985,100 -39%
AIMCA
31
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$146M +$21.1M +211,000 +17%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$137M -$1.45M -14,667 -1%
Newport Trust Company
33
Newport Trust Company
District of Columbia
$135M -$188K -1,883 -0.1%
CS
34
Credit Suisse
Switzerland
$130M -$396K -3,970 -0.3%
CCMIC
35
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$127M -$3.08M -31,044 -2%
AII
36
AGF Investments Inc
Ontario, Canada
$116M +$35.4M +354,609 +44%
Bank of America
37
Bank of America
North Carolina
$114M -$38.8M -389,110 -25%
TPM
38
Triasima Portfolio Management
Quebec, Canada
$110M -$6.04M -60,455 -5%
Invesco
39
Invesco
Georgia
$106M +$1.88M +18,877 +2%
MWA
40
Marshall Wace Asia
Hong Kong
$104M +$25.3M +253,197 +32%
Goldman Sachs
41
Goldman Sachs
New York
$99.7M +$3.3M +33,077 +3%
Deutsche Bank
42
Deutsche Bank
Germany
$98.4M +$29M +290,588 +42%
CAM
43
Cidel Asset Management
Ontario, Canada
$92M -$566K -5,674 -0.6%
Morgan Stanley
44
Morgan Stanley
New York
$82.1M +$15.6M +156,834 +24%
Two Sigma Investments
45
Two Sigma Investments
New York
$79.4M -$15.9M -159,687 -17%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$76.9M +$1.1M +11,058 +1%
Amundi
47
Amundi
France
$70.7M -$2.83M -28,328 -4%
Fidelity International
48
Fidelity International
Bermuda
$66.8M -$2.7K -27 -0%
BONST
49
Bank of Nova Scotia Trust
Ontario, Canada
$66.8M -$1.39M -13,932 -2%
Massachusetts Financial Services
50
Massachusetts Financial Services
Massachusetts
$64.8M -$357K -3,581 -0.5%
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