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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
2
American Century Companies
Missouri
$8.17M
3
Franklin Resources
3
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
5
Bank of America
North Carolina
$242M
Name Market Value Shares Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
26
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M 2,227,550 +2,227,368 +1,223,829%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$197M 2,165,524 -12,199 -0.6%
LBA
28
Letko, Brosseau & Associates
Quebec, Canada
$182M 2,015,861 -32,300 -2%
AM
29
AGF Management
Ontario, Canada
$177M 1,957,338 +1,957,338 New
Morgan Stanley
30
Morgan Stanley
New York
$173M 1,912,650 +662,673 +53%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$164M 1,810,041 -82,656 -4%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149M 1,572,774 +58,684 +4%
Newport Trust Company
33
Newport Trust Company
District of Columbia
$131M 1,441,097 +26,670 +2%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$128M 1,415,492 +236,523 +20%
AIMCA
35
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$126M 1,388,079 -263,000 -16%
CS
36
Credit Suisse
Switzerland
$113M 1,246,682 -160,644 -11%
CCMIC
37
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$110M 1,213,408 +7,399 +0.6%
Goldman Sachs
38
Goldman Sachs
New York
$104M 1,148,589 +32,793 +3%
BCIM
39
British Columbia Investment Management
British Columbia, Canada
$103M 1,139,722 -268,254 -19%
Franklin Resources
40
Franklin Resources
California
$102M 1,121,452 -408,687 -27%
AC
41
Addenda Capital
Quebec, Canada
$92.8M 756,513 +43,821 +6%
Invesco
42
Invesco
Georgia
$84.2M 929,760 -37,871 -4%
OAC
43
OMERS Administration Corp
Ontario, Canada
$84M 928,000 – –
Bank of New York Mellon
44
Bank of New York Mellon
New York
$78M 860,478 +16,749 +2%
IIM
45
Intact Investment Management
Quebec, Canada
$75.4M 832,153 -99,382 -11%
First Trust Advisors
46
First Trust Advisors
Illinois
$74.5M 822,715 +104,670 +15%
CAM
47
Cidel Asset Management
Ontario, Canada
$73.1M 807,492 -65,587 -8%
Amundi
48
Amundi
France
$73M 760,642 +32,444 +4%
Deutsche Bank
49
Deutsche Bank
Germany
$68.3M 753,383 -38,698 -5%
Skandinaviska Enskilda Banken (SEB)
50
Skandinaviska Enskilda Banken (SEB)
Sweden
$58.5M 645,450 -87,609 -12%
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