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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.6B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 157 reducing their positions, and 44 closing their positions.

Holders
465
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
39
Increased
158
Reduced
157
Closed
44
Calls
$1.05B
Puts
$1.12B
Net Calls
-$62.7M
Net Calls Change
-$38.5M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$383M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.27B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$133M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$568M
5
VPI
5
Value Partners Investments
Manitoba, Canada
$162M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$156M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.99B
3
Bank of America
3
Bank of America
North Carolina
$190M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$286M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$229M +$14.8M +160,607 +7%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$228M -$3.35M -37,053 -1%
GC
28
Guardian Capital
Ontario, Canada
$195M -$36.8M -407,311 -16%
Bank of America
29
Bank of America
North Carolina
$190M -$207M -2,295,192 -52%
Morgan Stanley
30
Morgan Stanley
New York
$190M +$28.7M +318,634 +18%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$179M -$116M -1,281,338 -39%
LBA
32
Letko, Brosseau & Associates
Quebec, Canada
$173M -$2.2M -24,316 -1%
Charles Schwab
33
Charles Schwab
California
$167M +$9.35M +103,495 +6%
Goldman Sachs
34
Goldman Sachs
New York
$167M -$93.1M -1,032,684 -36%
VPI
35
Value Partners Investments
Manitoba, Canada
$162M +$81M +762,891 +101%
Fidelity International
36
Fidelity International
Bermuda
$156M -$706M -7,826,928 -82%
AM
37
AGF Management
Ontario, Canada
$152M -$19.4M -203,578 -11%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$147M +$203K +2,248 +0.1%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$142M -$420K -4,653 -0.3%
ClearBridge Investments
40
ClearBridge Investments
New York
$133M +$42.4M +475,216 +47%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$133M +$130M +1,436,045 +3,521%
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$125M -$62M -686,479 -33%
Newport Trust Company
43
Newport Trust Company
District of Columbia
$125M -$2.08M -23,115 -2%
CCMIC
44
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$117M +$5.43M +60,155 +5%
AF
45
Aviso Financial
Ontario, Canada
$90.6M +$1.56M +17,235 +2%
AC
46
Addenda Capital
Quebec, Canada
$88M -$17.1M -140,521 -16%
Deutsche Bank
47
Deutsche Bank
Germany
$84.8M +$9.75M +108,115 +13%
UBS AM
48
UBS AM
Illinois
$84.7M -$12.8M -142,114 -13%
Two Sigma Investments
49
Two Sigma Investments
New York
$76.5M -$10.3M -114,339 -12%
Invesco
50
Invesco
Georgia
$72.7M -$17.7M -195,733 -20%
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