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Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.17%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.25B
3
AM
3
AGF Management
Ontario, Canada
$110M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$201M
5
Fidelity International
5
Fidelity International
Bermuda
$350M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
Public Sector Pension Investment Board (PSP Investments)
2
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$938M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.68B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAC
26
OMERS Administration Corp
Ontario, Canada
$222M – – –
GC
27
Guardian Capital
Ontario, Canada
$220M -$11.7M -137,587 -5%
BCIM
28
British Columbia Investment Management
British Columbia, Canada
$201M +$79.1M +937,223 +65%
Goldman Sachs
29
Goldman Sachs
New York
$175M +$43.8M +518,553 +33%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$174M +$8.67M +100,556 +5%
LBA
31
Letko, Brosseau & Associates
Quebec, Canada
$171M +$1.01M +11,863 +0.6%
Bank of America
32
Bank of America
North Carolina
$154M +$8.03M +95,144 +6%
Morgan Stanley
33
Morgan Stanley
New York
$148M +$49M +580,390 +49%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$146M -$29.3M -345,501 -17%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$143M +$16M +189,188 +13%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$127M +$69.7K +826 +0.1%
Newport Trust Company
37
Newport Trust Company
District of Columbia
$123M +$191K +2,259 +0.2%
AIMCA
38
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$116M +$4.57M +53,934 +4%
CS
39
Credit Suisse
Switzerland
$114M -$770K -9,128 -0.7%
AM
40
AGF Management
Ontario, Canada
$110M +$110M +1,303,099 New
CCMIC
41
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$106M +$1.18M +13,925 +1%
Franklin Resources
42
Franklin Resources
California
$95.6M +$2.65M +31,371 +3%
AC
43
Addenda Capital
Quebec, Canada
$85.3M -$245K -2,137 -0.3%
Invesco
44
Invesco
Georgia
$78.7M -$86.2K -1,022 -0.1%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$75.7M -$2.68M -31,725 -3%
First Trust Advisors
46
First Trust Advisors
Illinois
$68M -$831K -9,845 -1%
CQS
47
Credential Qtrade Securities
$67.6M +$662K +7,842 +1%
VPI
48
Value Partners Investments
Manitoba, Canada
$65.5M +$9.17M +108,177 +16%
CAM
49
Cidel Asset Management
Ontario, Canada
$63.9M -$2.46M -29,045 -4%
Deutsche Bank
50
Deutsche Bank
Germany
$60.5M -$9.17M -108,719 -13%
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