BMO icon

Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
2
American Century Companies
Missouri
$8.17M
3
Franklin Resources
3
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
5
Bank of America
North Carolina
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPI
51
Value Partners Investments
Manitoba, Canada
$55.8M +$39.3K +434 +0.1%
BONST
52
Bank of Nova Scotia Trust
Ontario, Canada
$55.8M -$1.11M -12,200 -2%
OCAM
53
Onex Canada Asset Management
Ontario, Canada
$47.7M +$30.5M +336,281 +177%
Korea Investment Corp
54
Korea Investment Corp
South Korea
$46.6M +$8.66M +95,614 +23%
Allianz Asset Management
55
Allianz Asset Management
Germany
$43.3M +$13.9M +153,239 +47%
BlackRock
56
BlackRock
New York
$40.9M +$2.19M +24,199 +6%
CQS
57
Credential Qtrade Securities
$40.8M +$26.2M +289,251 +179%
Canada Life
58
Canada Life
Manitoba, Canada
$40.4M +$1.57M +17,307 +4%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$40.4M +$845K +9,337 +2%
Renaissance Technologies
60
Renaissance Technologies
New York
$39.3M +$38.8M +428,495 +8,085%
TPM
61
Triasima Portfolio Management
Quebec, Canada
$37.1M -$27M -297,664 -42%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$35.6M -$3.87M -42,732 -10%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$35.1M -$7.24M -80,024 -17%
Aviva
64
Aviva
United Kingdom
$33.7M +$3.22M +35,532 +11%
GCA
65
Guardian Capital Advisors
Ontario, Canada
$32.6M +$122K +1,274 +0.4%
TAM
66
Todd Asset Management
Kentucky
$32.4M +$27.4K +302 +0.1%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$30.2M -$1.15M -12,647 -4%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$29.1M +$4.57M +50,427 +19%
Northern Trust
69
Northern Trust
Illinois
$26.1M -$1.25M -13,804 -5%
JFL
70
Jarislowsky, Fraser Ltd
Quebec, Canada
$24.6M +$11.4M +125,566 +86%
PAMS
71
Pictet Asset Management (Switzerland)
Switzerland
$24.6M +$1.1M +12,180 +5%
MGIM
72
M&G Investment Management
United Kingdom
$21.9M +$26.3K +290 +0.1%
Vontobel Holding
73
Vontobel Holding
Switzerland
$21.1M +$11.3M +126,394 +116%
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$20.7M +$20.5M +225,824 +8,339%
IMPI
75
Ilmarinen Mutual Pension Insurance
Finland
$20.3M – – –
1 2
3
4 5