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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.39B
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$1.07B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.9B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.25B
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.47B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
Fidelity International
2
Fidelity International
Bermuda
$524M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336M
4
Bank of America
4
Bank of America
North Carolina
$176M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
BONST
51
Bank of Nova Scotia Trust
Ontario, Canada
$54.6M -$236K -2,652 -0.4%
Korea Investment Corp
52
Korea Investment Corp
South Korea
$45.9M -$45K -504 -0.1%
OCAM
53
Onex Canada Asset Management
Ontario, Canada
$44.1M -$2.77M -31,158 -6%
Skandinaviska Enskilda Banken (SEB)
54
Skandinaviska Enskilda Banken (SEB)
Sweden
$44M -$13.5M -151,033 -23%
IIM
55
Intact Investment Management
Quebec, Canada
$44M -$30.1M -337,782 -41%
BlackRock
56
BlackRock
New York
$42.7M +$2.51M +28,181 +6%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$41.7M +$1.96M +22,056 +5%
Canada Life
58
Canada Life
Manitoba, Canada
$39.8M +$184K +2,064 +0.5%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$34.9M +$384K +4,313 +1%
Aviva
60
Aviva
United Kingdom
$34.3M +$1.2M +13,496 +4%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$34M +$5.43M +61,024 +19%
TPM
62
Triasima Portfolio Management
Quebec, Canada
$33.8M -$2.64M -29,686 -7%
GCA
63
Guardian Capital Advisors
Ontario, Canada
$30M -$306K -3,418 -1%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$29M -$6.01M -67,511 -17%
JFL
65
Jarislowsky, Fraser Ltd
Quebec, Canada
$28.1M +$3.88M +43,662 +16%
Northern Trust
66
Northern Trust
Illinois
$26.5M +$826K +9,265 +3%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$25.3M -$4.28M -48,239 -14%
Millennium Management
68
Millennium Management
New York
$24.9M +$17.9M +201,209 +255%
PAMS
69
Pictet Asset Management (Switzerland)
Switzerland
$24.1M -$151K -1,692 -0.6%
TAM
70
Todd Asset Management
Kentucky
$24M -$7.88M -88,408 -25%
FRAF
71
Första AP-fonden
Sweden
$21.4M +$6.95M +78,100 +48%
Vontobel Holding
72
Vontobel Holding
Switzerland
$21M +$61.2K +687 +0.3%
MGIM
73
M&G Investment Management
United Kingdom
$21M -$413K -4,648 -2%
CS
74
Candriam SCA
Luxembourg
$20.3M +$12.7M +155,075 +167%
Allianz Asset Management
75
Allianz Asset Management
Germany
$20.2M -$22.4M -250,976 -53%
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