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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$426M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.12B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.75B
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$394M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$733M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$584M
2
Goldman Sachs
2
Goldman Sachs
New York
$97.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$710M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M
Name Market Value Shares Shares
Change 		Shares
Change %
LBA
26
Letko, Brosseau & Associates
Quebec, Canada
$180M 2,048,161 +10,870 +0.5%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$180M 2,041,565 +516,060 +34%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$166M 1,892,697 -45,181 -2%
AIMCA
29
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$145M 1,651,079 +1,611 +0.1%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140M 1,514,090 +25,377 +2%
Franklin Resources
31
Franklin Resources
California
$134M 1,530,139 -70,615 -4%
AII
32
AGF Investments Inc
Ontario, Canada
$124M 1,415,864 -120,110 -8%
Newport Trust Company
33
Newport Trust Company
District of Columbia
$124M 1,414,427 +12,753 +0.9%
CS
34
Credit Suisse
Switzerland
$123M 1,407,326 +26,233 +2%
BCIM
35
British Columbia Investment Management
British Columbia, Canada
$123M 1,407,976 -364,840 -21%
IIM
36
Intact Investment Management
Quebec, Canada
$113M 931,535 -138,290 -13%
Morgan Stanley
37
Morgan Stanley
New York
$110M 1,249,977 -392,046 -24%
CCMIC
38
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$107M 1,206,009 +17,673 +1%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$103M 1,178,969 +480,285 +69%
Goldman Sachs
40
Goldman Sachs
New York
$97.8M 1,115,796 -1,871,640 -63%
AC
41
Addenda Capital
Quebec, Canada
$86.3M 712,692 +132 +0%
Invesco
42
Invesco
Georgia
$84.8M 967,631 -16,579 -2%
OAC
43
OMERS Administration Corp
Ontario, Canada
$81.8M 928,000 – –
CAM
44
Cidel Asset Management
Ontario, Canada
$76.9M 873,079 -12,490 -1%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$73.9M 843,729 +44,277 +6%
Deutsche Bank
46
Deutsche Bank
Germany
$69.4M 792,081 -451,517 -36%
Amundi
47
Amundi
France
$66.8M 728,198 +24,782 +4%
Skandinaviska Enskilda Banken (SEB)
48
Skandinaviska Enskilda Banken (SEB)
Sweden
$64.3M 733,059 +16,271 +2%
First Trust Advisors
49
First Trust Advisors
Illinois
$62.9M 718,045 +84,534 +13%
TPM
50
Triasima Portfolio Management
Quebec, Canada
$61.9M 707,235 -153,918 -18%
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