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Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$1.06B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.05B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$836M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.35B
5
Bank of America
5
Bank of America
North Carolina
$334M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$115M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$362M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$14.4M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$1.33B
5
Millennium Management
5
Millennium Management
New York
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$255M +$16.6M +139,335 +7%
LBA
27
Letko, Brosseau & Associates
Quebec, Canada
$240M -$46.3M -392,776 -16%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$219M +$9.24M +78,436 +4%
IIM
29
Intact Investment Management
Quebec, Canada
$218M +$111M +754,190 +104%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$216M -$5.78M -49,041 -3%
Franklin Resources
31
Franklin Resources
California
$193M -$21.6M -183,276 -10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
32
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$192M -$25.5M -216,339 -12%
AIMCA
33
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$184M +$8.47M +71,890 +5%
CS
34
Credit Suisse
Switzerland
$181M +$17.3M +146,957 +11%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$175M +$6.65M +54,877 +4%
AII
36
AGF Investments Inc
Ontario, Canada
$174M +$4.75M +40,373 +3%
BCIM
37
British Columbia Investment Management
British Columbia, Canada
$170M +$139M +1,178,696 +437%
Goldman Sachs
38
Goldman Sachs
New York
$164M +$2.66M +22,531 +2%
Newport Trust Company
39
Newport Trust Company
District of Columbia
$163M +$6.58M +55,782 +4%
CCMIC
40
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$140M -$8.21M -69,705 -6%
Morgan Stanley
41
Morgan Stanley
New York
$115M -$110M -931,272 -49%
Invesco
42
Invesco
Georgia
$114M -$10M -84,810 -8%
Marshall Wace
43
Marshall Wace
United Kingdom
$112M +$96.2M +816,738 +622%
CAM
44
Cidel Asset Management
Ontario, Canada
$110M -$7.26M -61,628 -6%
OAC
45
OMERS Administration Corp
Ontario, Canada
$109M -$42.9M -364,576 -28%
TPM
46
Triasima Portfolio Management
Quebec, Canada
$109M -$19.1M -162,070 -15%
Deutsche Bank
47
Deutsche Bank
Germany
$96.6M +$5.17M +43,856 +6%
AC
48
Addenda Capital
Quebec, Canada
$90.2M +$23.2M +157,586 +35%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$89.8M -$1.04M -8,803 -1%
Massachusetts Financial Services
50
Massachusetts Financial Services
Massachusetts
$78.1M -$2.33M -19,762 -3%
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