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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.41B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$236M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.12B
4
MSE
4
MUFG Securities EMEA
United Kingdom
$138M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$1.24B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$271M
2
Fidelity International
2
Fidelity International
Bermuda
$301M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.21B
4
AM
4
AGF Management
Ontario, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$230M +$22.6M +249,185 +11%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$186M -$31M -343,190 -14%
LBA
28
Letko, Brosseau & Associates
Quebec, Canada
$182M +$175K +1,939 +0.1%
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$177M +$18.8M +203,811 +12%
Bank of America
30
Bank of America
North Carolina
$156M -$22.4M -247,525 -13%
Goldman Sachs
31
Goldman Sachs
New York
$141M +$27.1M +299,533 +24%
MSE
32
MUFG Securities EMEA
United Kingdom
$138M +$138M +1,150,200 New
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$136M -$20.2M -223,337 -13%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$136M +$1.05M +11,603 +0.8%
Newport Trust Company
35
Newport Trust Company
District of Columbia
$132M -$487K -5,398 -0.4%
BCIM
36
British Columbia Investment Management
British Columbia, Canada
$131M -$8.39M -92,871 -6%
CS
37
Credit Suisse
Switzerland
$123M +$2.6M +28,758 +2%
AIMCA
38
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$119M +$22.9M +253,046 +24%
CCMIC
39
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$112M +$735K +8,131 +0.7%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$108M +$65.5M +724,866 +155%
Morgan Stanley
41
Morgan Stanley
New York
$106M -$42.1M -466,666 -28%
Franklin Resources
42
Franklin Resources
California
$99.5M -$210K -2,321 -0.2%
AC
43
Addenda Capital
Quebec, Canada
$89.3M -$831K -6,947 -0.9%
IIM
44
Intact Investment Management
Quebec, Canada
$86.3M +$41.7M +461,440 +93%
Invesco
45
Invesco
Georgia
$84.4M +$3.29M +36,468 +4%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$83.9M +$4.96M +54,886 +6%
Deutsche Bank
47
Deutsche Bank
Germany
$74.6M +$8.83M +97,743 +13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$74.6M +$74.6M +825,724 New
First Trust Advisors
49
First Trust Advisors
Illinois
$73.6M -$3.99M -44,220 -5%
CQS
50
Credential Qtrade Securities
$71.6M +$3.59M +39,739 +5%
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