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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $29.3B invested in Bank of Montreal in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 172 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-15
Holders Change %
-3.07%
% of All Funds
6.88%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
53
Increased
156
Reduced
172
Closed
61
Calls
$605M
Puts
$629M
Net Calls
-$24.2M
Net Calls Change
-$132M

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$407M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$1.46B
4
Bank of America
4
Bank of America
North Carolina
$369M
5
Charles Schwab
5
Charles Schwab
California
$146M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.84B
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$598M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$62.7M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$0
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$958M
Name Holding Trade Value Shares
Change 		Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
26
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$274M -$99.6M -1,186,650 -27%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$267M +$22.2M +265,220 +9%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$255M +$13.9M +164,241 +6%
Goldman Sachs
29
Goldman Sachs
New York
$241M -$136M -1,624,650 -36%
GC
30
Guardian Capital
Ontario, Canada
$215M -$5.67M -67,585 -3%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$215M +$48.6M +579,000 +29%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$195M +$3.71M +44,154 +2%
AIMCA
33
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$174M +$43.5M +518,680 +33%
LBA
34
Letko, Brosseau & Associates
Quebec, Canada
$163M -$5.55M -66,082 -3%
AM
35
AGF Management
Ontario, Canada
$159M +$3.06M +34,667 +2%
Morgan Stanley
36
Morgan Stanley
New York
$150M +$28.2M +336,876 +23%
Charles Schwab
37
Charles Schwab
California
$146M +$146M +1,745,422 New
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$137M +$4.04M +48,139 +3%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$133M -$55.2M -657,280 -29%
Newport Trust Company
40
Newport Trust Company
District of Columbia
$118M +$1.24M +14,809 +1%
CCMIC
41
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$104M +$453K +5,397 +0.4%
AC
42
Addenda Capital
Quebec, Canada
$98.9M -$4.13M -35,953 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$98.7M -$15.9M -189,221 -14%
UBS AM
44
UBS AM
Illinois
$90.7M +$90.7M +1,081,457 New
ClearBridge Investments
45
ClearBridge Investments
New York
$85.6M +$5.12M +61,083 +6%
Invesco
46
Invesco
Georgia
$84M +$6.34M +75,568 +8%
AF
47
Aviso Financial
Ontario, Canada
$82.6M +$82.6M +986,956 New
Two Sigma Investments
48
Two Sigma Investments
New York
$80.7M +$13.3M +159,091 +20%
Deutsche Bank
49
Deutsche Bank
Germany
$69.7M +$5.52M +65,784 +9%
VPI
50
Value Partners Investments
Manitoba, Canada
$63.6M -$83.6K -996 -0.1%
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