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Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.18%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.25B
3
AM
3
AGF Management
Ontario, Canada
$110M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$201M
5
Fidelity International
5
Fidelity International
Bermuda
$350M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
Public Sector Pension Investment Board (PSP Investments)
2
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$938M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.68B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
51
Intact Investment Management
Quebec, Canada
$54.3M -$26.4M -312,570 -33%
Capital International Investors
52
Capital International Investors
California
$52.1M -$2.3M -27,228 -4%
BlackRock
53
BlackRock
New York
$51.3M +$9.16M +108,587 +22%
Two Sigma Investments
54
Two Sigma Investments
New York
$48.7M +$38.5M +456,400 +379%
Amundi
55
Amundi
France
$47M +$4.63M +57,534 +11%
Korea Investment Corp
56
Korea Investment Corp
South Korea
$41.8M +$1.28M +15,073 +3%
Canada Life
57
Canada Life
Manitoba, Canada
$41.1M -$239K -2,817 -0.6%
BONST
58
Bank of Nova Scotia Trust
Ontario, Canada
$37.9M -$14.5M -171,799 -28%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$34.7M – – –
TPM
60
Triasima Portfolio Management
Quebec, Canada
$34.7M +$8.03M +94,788 +30%
GCA
61
Guardian Capital Advisors
Ontario, Canada
$34.3M +$2.23M +26,955 +7%
Aviva
62
Aviva
United Kingdom
$30.5M -$2.01M -23,705 -6%
JFL
63
Jarislowsky, Fraser Ltd
Quebec, Canada
$27.4M +$337K +3,977 +1%
Northern Trust
64
Northern Trust
Illinois
$26.3M +$520K +6,166 +2%
Pictet Asset Management
65
Pictet Asset Management
Switzerland
$25.9M +$25.9M +305,832 New
ATN
66
AMF Tjänstepension
Sweden
$25.4M +$5.87M +69,192 +30%
WCA
67
Waratah Capital Advisors
Ontario, Canada
$25M +$13.9M +164,744 +126%
FRAF
68
Första AP-fonden
Sweden
$23.9M +$1.36M +16,100 +6%
OCAM
69
Onex Canada Asset Management
Ontario, Canada
$23.5M -$5.46M -64,733 -19%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$22.6M -$9.87M -116,970 -30%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$20.5M -$3.92M -46,204 -16%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$19.8M -$7.76M -91,966 -28%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$19.5M +$1.3M +15,358 +7%
IMPI
74
Ilmarinen Mutual Pension Insurance
Finland
$19.1M – – –
PIC
75
Portland Investment Counsel
Ontario, Canada
$18.8M +$781K +9,254 +4%
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3
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