BMO icon

Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$426M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.12B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.75B
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$394M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$733M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$584M
2
Goldman Sachs
2
Goldman Sachs
New York
$97.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$710M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M
Name Market Value Shares Shares
Change 		Shares
Change %
BONST
51
Bank of Nova Scotia Trust
Ontario, Canada
$55M 627,873 +3,203 +0.5%
American Century Companies
52
American Century Companies
Missouri
$54.6M 623,241 +568,760 +1,044%
VPI
53
Value Partners Investments
Manitoba, Canada
$54.4M 615,842 +66,032 +12%
State of Tennessee, Department of Treasury
54
State of Tennessee, Department of Treasury
Tennessee
$41.2M 467,709 +22,598 +5%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$38.5M 436,962 -133,702 -23%
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$38.4M 436,029 -44,303 -9%
Canada Life
57
Canada Life
Manitoba, Canada
$37.6M 427,319 -8,456 -2%
BlackRock
58
BlackRock
New York
$37.4M 427,293 -15,055 -3%
Korea Investment Corp
59
Korea Investment Corp
South Korea
$36.9M 419,314 +36,522 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
60
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$36M 409,100 -50,400 -11%
TAM
61
Todd Asset Management
Kentucky
$31.3M 356,876 -4,044 -1%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$30.5M 345,565 +40,652 +13%
Aviva
63
Aviva
United Kingdom
$29.6M 336,036 +267 +0.1%
Allianz Asset Management
64
Allianz Asset Management
Germany
$28.6M 324,560 -20,248 -6%
GCA
65
Guardian Capital Advisors
Ontario, Canada
$28.6M 337,991 +6,580 +2%
Northern Trust
66
Northern Trust
Illinois
$26.4M 301,546 +5,438 +2%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$24M 270,483 +14,689 +6%
PAMS
68
Pictet Asset Management (Switzerland)
Switzerland
$22.9M 259,978 +8,038 +3%
CP
69
Cumberland Partners
Ontario, Canada
$21.7M 246,774 -1,857 -0.7%
IMPI
70
Ilmarinen Mutual Pension Insurance
Finland
$19.8M 224,304 – –
USAA
71
United Services Automobile Association
Texas
$19.5M 222,546 +4,467 +2%
SRAIM
72
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$18.9M 215,380 -7,186 -3%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$18.6M 207,548 -9,460 -4%
RAM
74
Rempart Asset Management
Canada
$17.7M 202,281 -495 -0.2%
UBS Group
75
UBS Group
Switzerland
$17.3M 197,663 +13,638 +7%
1 2
3
4 5