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Bank of Montreal
BMO

Overview Fund Activity

484 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+30
Holders Change %
+6.61%
% of All Funds
7.47%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.37%
New
69
Increased
145
Reduced
153
Closed
31
Calls
$361M
Puts
$803M
Net Calls
-$442M
Net Calls Change
-$159M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.39B
3
AC
3
Addenda Capital
Quebec, Canada
$62M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.28B
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$740M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$201M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.03B
4
Norges Bank
4
Norges Bank
Norway
$667M
5
IIM
5
Intact Investment Management
Quebec, Canada
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
26
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$201M -$342M -3,170,200 -63%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
27
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$199M +$35M +325,100 +21%
Franklin Resources
28
Franklin Resources
California
$196M -$20.1M -186,170 -9%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$191M +$11.5M +106,653 +6%
AIMCA
30
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$160M +$2.6M +24,100 +2%
AII
31
AGF Investments Inc
Ontario, Canada
$154M +$29.5M +274,316 +24%
CS
32
Credit Suisse
Switzerland
$149M +$8.86M +82,244 +6%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149M +$106K +988 +0.1%
Goldman Sachs
34
Goldman Sachs
New York
$147M +$39.8M +369,258 +37%
Newport Trust Company
35
Newport Trust Company
District of Columbia
$143M -$2.36M -21,876 -2%
OAC
36
OMERS Administration Corp
Ontario, Canada
$139M -$55.2M -512,000 -28%
CCMIC
37
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$136M -$1.96M -18,249 -1%
Bank of America
38
Bank of America
North Carolina
$134M +$11.1M +103,124 +9%
TPM
39
Triasima Portfolio Management
Quebec, Canada
$117M -$1.96M -18,265 -2%
Invesco
40
Invesco
Georgia
$113M -$1.8M -16,685 -2%
CAM
41
Cidel Asset Management
Ontario, Canada
$107M +$7.79M +72,298 +8%
IIM
42
Intact Investment Management
Quebec, Canada
$98.8M -$66.1M -486,138 -40%
Two Sigma Investments
43
Two Sigma Investments
New York
$85.2M -$582K -5,400 -0.7%
Deutsche Bank
44
Deutsche Bank
Germany
$83.5M -$22.8M -211,371 -21%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$82.9M -$137K -1,274 -0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
46
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$79.4M +$21M +194,600 +36%
Amundi
47
Amundi
France
$78.5M -$5.1M -43,225 -6%
Massachusetts Financial Services
48
Massachusetts Financial Services
Massachusetts
$73.5M +$3.51M +32,555 +5%
Fidelity International
49
Fidelity International
Bermuda
$72.2M +$116K +1,077 +0.2%
BONST
50
Bank of Nova Scotia Trust
Ontario, Canada
$70M -$2.18M -20,214 -3%
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