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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.47%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.39B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.07B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.9B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.25B
5
TD Asset Management
TD Asset Management
Ontario, Canada
$1.47B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
Fidelity International
Fidelity International
Bermuda
$524M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336M
4
Bank of America
Bank of America
North Carolina
$176M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$205M +$10.3M +114,704 +5%
AM
27
AGF Management
Ontario, Canada
$186M +$11.7M +131,567 +7%
LBA
28
Letko, Brosseau & Associates
Quebec, Canada
$178M -$892K -10,033 -0.5%
Bank of America
29
Bank of America
North Carolina
$176M -$62.7M -703,247 -26%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$158M +$13.2M +143,036 +9%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$154M -$7.29M -81,554 -5%
Morgan Stanley
32
Morgan Stanley
New York
$146M -$24.2M -271,413 -14%
BCIM
33
British Columbia Investment Management
British Columbia, Canada
$137M +$35.9M +402,916 +35%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$133M +$6.99M +78,445 +6%
Newport Trust Company
35
Newport Trust Company
District of Columbia
$131M +$2.26M +25,415 +2%
CS
36
Credit Suisse
Switzerland
$118M +$7.25M +81,373 +7%
Goldman Sachs
37
Goldman Sachs
New York
$112M +$9.97M +111,898 +10%
CCMIC
38
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$110M +$1.9M +21,327 +2%
Franklin Resources
39
Franklin Resources
California
$98.3M -$1.57M -17,656 -2%
AIMCA
40
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$94.5M -$29M -325,800 -23%
AC
41
Addenda Capital
Quebec, Canada
$90.7M -$393K -3,264 -0.4%
OAC
42
OMERS Administration Corp
Ontario, Canada
$82.5M – – –
Invesco
43
Invesco
Georgia
$80M -$2.85M -32,023 -3%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$77.9M +$1.24M +13,952 +2%
First Trust Advisors
45
First Trust Advisors
Illinois
$76.6M +$3.3M +36,987 +4%
CAM
46
Cidel Asset Management
Ontario, Canada
$71.2M -$591K -6,645 -0.8%
CQS
47
Credential Qtrade Securities
$67.1M +$26.9M +302,565 +67%
Deutsche Bank
48
Deutsche Bank
Germany
$64.9M -$2.23M -25,041 -3%
Amundi
49
Amundi
France
$59.8M -$7.73M -87,102 -11%
VPI
50
Value Partners Investments
Manitoba, Canada
$58.8M +$4.02M +45,194 +7%
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