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Bank of Montreal
BMO

Overview Fund Activity

482 hedge funds and large institutions have $33.5B invested in Bank of Montreal in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 39 closing their positions.

Holders
482
Holders Change
+32
Holders Change %
+7.11%
% of All Funds
7.07%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.41%
New
77
Increased
147
Reduced
171
Closed
39
Calls
$934M
Puts
$698M
Net Calls
+$236M
Net Calls Change
+$119M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$977M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.91B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$208M
4
Bank of America
4
Bank of America
North Carolina
$358M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$95.3M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$566M
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$21.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.52B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$998M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.55B
Name Market Value Shares Shares
Change 		Shares
Change %
Amundi
51
Amundi
France
$72.4M 747,400 +163,831 +28%
IIM
52
Intact Investment Management
Quebec, Canada
$71.9M 726,141 +82,900 +13%
First Trust Advisors
53
First Trust Advisors
Illinois
$67.2M 679,439 -126,198 -16%
Capital International Investors
54
Capital International Investors
California
$60.4M 610,274 -7,668 -1%
BlackRock
55
BlackRock
New York
$59M 596,362 -12,035 -2%
Korea Investment Corp
56
Korea Investment Corp
South Korea
$58.4M 581,138 +87,734 +18%
TPM
57
Triasima Portfolio Management
Quebec, Canada
$48.2M 486,421 +77,285 +19%
BONST
58
Bank of Nova Scotia Trust
Ontario, Canada
$45.9M 463,792 +14,735 +3%
SPS
59
Susquehanna Portfolio Strategies
Pennsylvania
$43.9M 443,839 +443,839 New
GCA
60
Guardian Capital Advisors
Ontario, Canada
$41.1M 411,276 -2,712 -0.7%
Canada Life
61
Canada Life
Manitoba, Canada
$40.7M 412,356 -72,290 -15%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$40.7M 409,666 – –
Franklin Resources
63
Franklin Resources
California
$31.4M 317,521 -815,325 -72%
JFL
64
Jarislowsky, Fraser Ltd
Quebec, Canada
$31.3M 314,414 -8,855 -3%
Pictet Asset Management
65
Pictet Asset Management
Switzerland
$31.1M 313,062 +7,230 +2%
Northern Trust
66
Northern Trust
Illinois
$30.6M 309,488 -1,853 -0.6%
ATN
67
AMF Tjänstepension
Sweden
$30.1M 299,289 – –
Aviva
68
Aviva
United Kingdom
$28.5M 287,268 -72,959 -20%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$27.4M 276,615 +8,600 +3%
UBS Group
70
UBS Group
Switzerland
$27.1M 273,483 +61,280 +29%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$26.3M 266,098 +52,100 +24%
FRAF
72
Första AP-fonden
Sweden
$24.5M 246,700 -35,900 -13%
CS
73
Candriam SCA
Luxembourg
$23.1M 231,815 +137,898 +147%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$22.6M 227,694 -14,563 -6%
Zurich Cantonal Bank
75
Zurich Cantonal Bank
Switzerland
$22.5M 226,741 +4,837 +2%
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