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Bank of Montreal
BMO

Overview Fund Activity

482 hedge funds and large institutions have $33.5B invested in Bank of Montreal in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 39 closing their positions.

Holders
482
Holders Change
+32
Holders Change %
+7.11%
% of All Funds
7.07%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.41%
New
77
Increased
147
Reduced
171
Closed
39
Calls
$934M
Puts
$698M
Net Calls
+$236M
Net Calls Change
+$119M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$977M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.91B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$208M
4
Bank of America
4
Bank of America
North Carolina
$358M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$95.3M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$566M
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$21.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.52B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$998M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$273M +$67.6M +683,022 +33%
GC
27
Guardian Capital
Ontario, Canada
$262M +$4.13M +41,547 +2%
Morgan Stanley
28
Morgan Stanley
New York
$252M +$78.4M +792,675 +45%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
29
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$225M -$85.2M -860,448 -27%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212M +$7.62M +75,314 +4%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$208M +$208M +2,089,642 New
LBA
32
Letko, Brosseau & Associates
Quebec, Canada
$200M -$1.21M -12,180 -0.6%
AM
33
AGF Management
Ontario, Canada
$179M +$42.8M +410,428 +31%
BCIM
34
British Columbia Investment Management
British Columbia, Canada
$173M -$62.7M -634,086 -27%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$171M -$45.2K -455 -0%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$170M +$199K +1,983 +0.1%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$153M +$4.16M +42,027 +3%
AIMCA
38
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$145M +$8.64M +86,940 +6%
Newport Trust Company
39
Newport Trust Company
District of Columbia
$143M -$2M -20,260 -1%
CS
40
Credit Suisse
Switzerland
$125M -$8.67M -87,604 -7%
CCMIC
41
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$122M -$2.53M -25,477 -2%
AC
42
Addenda Capital
Quebec, Canada
$111M +$13.7M +104,490 +14%
ClearBridge Investments
43
ClearBridge Investments
New York
$95.3M +$95.3M +974,526 New
Invesco
44
Invesco
Georgia
$88.4M -$3.92M -39,637 -4%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$86.2M -$2.59M -26,162 -3%
Two Sigma Investments
46
Two Sigma Investments
New York
$83.8M +$26.7M +270,000 +47%
CQS
47
Credential Qtrade Securities
$79.6M +$349K +3,529 +0.4%
VPI
48
Value Partners Investments
Manitoba, Canada
$76.8M +$259K +2,616 +0.3%
CAM
49
Cidel Asset Management
Ontario, Canada
$73.5M -$1.41M -14,177 -2%
Deutsche Bank
50
Deutsche Bank
Germany
$72.7M +$1.76M +17,797 +2%
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