BMO icon

Bank of Montreal
BMO

Overview Fund Activity

488 hedge funds and large institutions have $33.8B invested in Bank of Montreal in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 149 reducing their positions, and 42 closing their positions.

Holders
488
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.38%
New
52
Increased
179
Reduced
149
Closed
42
Calls
$784M
Puts
$676M
Net Calls
+$108M
Net Calls Change
-$129M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$1.32B
2
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$374M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$307M
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$296M
5
Goldman Sachs
5
Goldman Sachs
New York
$440M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.22B
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Bank of America
3
Bank of America
North Carolina
$200M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.28B
5
Morgan Stanley
5
Morgan Stanley
New York
$142M
Name Market Value Shares Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$296M 2,271,784 +2,271,784 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$285M 2,917,993 +124,158 +4%
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$282M 2,136,109 +40,618 +2%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$280M 2,850,142 +84,215 +3%
GC
30
Guardian Capital
Ontario, Canada
$257M 2,632,909 -2,595 -0.1%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$219M 2,238,475 +148,833 +7%
Bank of America
32
Bank of America
North Carolina
$200M 2,048,205 -1,569,209 -43%
BCIM
33
British Columbia Investment Management
British Columbia, Canada
$199M 2,035,244 +282,340 +16%
LBA
34
Letko, Brosseau & Associates
Quebec, Canada
$196M 2,010,348 +2,898 +0.1%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$194M 1,983,628 +267,119 +16%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$167M 1,709,247 +12,926 +0.8%
AM
37
AGF Management
Ontario, Canada
$162M 1,764,620 +51,093 +3%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$154M 1,581,231 +32,838 +2%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$152M 1,556,199 +100,000 +7%
Morgan Stanley
40
Morgan Stanley
New York
$142M 1,450,678 -1,096,958 -43%
Newport Trust Company
41
Newport Trust Company
District of Columbia
$136M 1,396,886 -46,227 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
42
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$133M 1,364,384 -909,106 -40%
CCMIC
43
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$120M 1,233,075 +1,761 +0.1%
CS
44
Credit Suisse
Switzerland
$120M 1,229,335 -30,746 -2%
AC
45
Addenda Capital
Quebec, Canada
$119M 897,240 +48,585 +6%
ClearBridge Investments
46
ClearBridge Investments
New York
$93.7M 959,600 -14,926 -2%
CQS
47
Credential Qtrade Securities
$92.8M 950,068 +145,631 +18%
Invesco
48
Invesco
Georgia
$90.4M 925,689 +32,143 +4%
Two Sigma Investments
49
Two Sigma Investments
New York
$78.5M 803,140 -43,800 -5%
IIM
50
Intact Investment Management
Quebec, Canada
$76.7M 785,511 +59,370 +8%
1
2
3 4 5