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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.41B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$236M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.12B
4
MSE
4
MUFG Securities EMEA
United Kingdom
$138M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$1.24B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$271M
2
Fidelity International
2
Fidelity International
Bermuda
$301M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.21B
4
AM
4
AGF Management
Ontario, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
51
Cidel Asset Management
Ontario, Canada
$70.8M -$1.63M -17,988 -2%
VPI
52
Value Partners Investments
Manitoba, Canada
$60M +$239K +2,647 +0.4%
Capital International Investors
53
Capital International Investors
California
$58.3M +$58.3M +645,170 New
BONST
54
Bank of Nova Scotia Trust
Ontario, Canada
$56.1M +$708K +7,835 +1%
Amundi
55
Amundi
France
$48M -$13.5M -147,505 -22%
BlackRock
56
BlackRock
New York
$45.1M +$1.82M +20,137 +4%
Canada Life
57
Canada Life
Manitoba, Canada
$44.3M +$3.71M +40,773 +9%
Korea Investment Corp
58
Korea Investment Corp
South Korea
$43.2M -$3.26M -36,093 -7%
TPM
59
Triasima Portfolio Management
Quebec, Canada
$37.6M -$7.84M -65,537 -17%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$37M +$1.6M +17,668 +5%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$34.8M +$276K +3,051 +0.8%
Aviva
62
Aviva
United Kingdom
$34.7M -$102K -1,132 -0.3%
GCA
63
Guardian Capital Advisors
Ontario, Canada
$34.4M +$4.54M +51,186 +15%
OCAM
64
Onex Canada Asset Management
Ontario, Canada
$31M -$13.8M -152,654 -31%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$29.5M +$28.2M +312,196 +2,081%
JFL
66
Jarislowsky, Fraser Ltd
Quebec, Canada
$28.9M +$306K +3,383 +1%
CII
67
Capital International Inc
California
$27.9M +$27.9M +309,129 New
Northern Trust
68
Northern Trust
Illinois
$27.6M +$738K +8,168 +3%
PAMS
69
Pictet Asset Management (Switzerland)
Switzerland
$26.6M +$2.17M +23,999 +9%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$26M +$341K +3,782 +1%
FRAF
71
Första AP-fonden
Sweden
$24.1M +$2.31M +25,500 +11%
ATN
72
AMF Tjänstepension
Sweden
$20.8M +$10.4M +115,210 +100%
Vontobel Holding
73
Vontobel Holding
Switzerland
$20.4M -$905K -10,020 -4%
IMPI
74
Ilmarinen Mutual Pension Insurance
Finland
$20.2M – – –
SRAIM
75
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$19.4M +$389K +4,310 +2%
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3
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