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Bank of Montreal
BMO

Overview Fund Activity

529 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 190 increasing their positions, 135 reducing their positions, and 33 closing their positions.

Holders
529
Holders Change
+64
Holders Change %
+13.76%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
104
Increased
190
Reduced
135
Closed
33
Calls
$840M
Puts
$1.38B
Net Calls
-$540M
Net Calls Change
-$477M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.88B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.9B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$665M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.18B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$824M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$865M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$44M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M
4
VPI
4
Value Partners Investments
Manitoba, Canada
$13.3M
5
AM
5
AGF Management
Ontario, Canada
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
26
Canada Pension Plan Investment Board
Ontario, Canada
$214M -$30.8M -318,022 -13%
Fidelity International
27
Fidelity International
Bermuda
$211M +$43.2M +445,303 +26%
GC
28
Guardian Capital
Ontario, Canada
$209M -$595K -6,137 -0.3%
Charles Schwab
29
Charles Schwab
California
$186M +$6.29M +64,799 +4%
LBA
30
Letko, Brosseau & Associates
Quebec, Canada
$182M -$3.98M -40,986 -2%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$177M -$15.3M -157,299 -8%
Bank of America
32
Bank of America
North Carolina
$169M -$35.6M -367,201 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
33
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M -$255M -2,624,111 -62%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$156M -$2.25M -23,166 -1%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$153M +$245K +2,522 +0.2%
Morgan Stanley
36
Morgan Stanley
New York
$149M -$55.5M -571,931 -27%
ClearBridge Investments
37
ClearBridge Investments
New York
$143M -$2.97M -30,392 -2%
AIMCA
38
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$135M +$349K +3,600 +0.3%
Newport Trust Company
39
Newport Trust Company
District of Columbia
$134M -$511K -5,261 -0.4%
Goldman Sachs
40
Goldman Sachs
New York
$132M -$47.1M -485,546 -26%
CCMIC
41
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$125M -$1.16M -11,925 -0.9%
Federated Hermes
42
Federated Hermes
Pennsylvania
$113M +$106M +1,089,199 +1,528%
MSC
43
MUFG Securities (Canada)
New York
$108M +$45.3M +466,755 +72%
Invesco
44
Invesco
Georgia
$106M +$28M +288,529 +36%
AC
45
Addenda Capital
Quebec, Canada
$106M +$5.56M +39,848 +6%
AM
46
AGF Management
Ontario, Canada
$106M -$66.4M -614,936 -39%
AF
47
Aviso Financial
Ontario, Canada
$99.8M +$2.3M +23,681 +2%
Deutsche Bank
48
Deutsche Bank
Germany
$98.7M +$7.45M +76,720 +8%
UBS AM
49
UBS AM
Illinois
$90.8M -$361K -3,718 -0.4%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$85.6M +$44.5M +458,504 +108%
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