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Bank of Montreal
BMO

Overview Fund Activity

488 hedge funds and large institutions have $33.8B invested in Bank of Montreal in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 149 reducing their positions, and 42 closing their positions.

Holders
488
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.38%
New
52
Increased
179
Reduced
149
Closed
42
Calls
$784M
Puts
$676M
Net Calls
+$108M
Net Calls Change
-$129M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$1.32B
2
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$374M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$307M
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$296M
5
Goldman Sachs
5
Goldman Sachs
New York
$440M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.22B
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Bank of America
3
Bank of America
North Carolina
$200M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.28B
5
Morgan Stanley
5
Morgan Stanley
New York
$142M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$74.8M 766,040 +30,877 +4%
VPI
52
Value Partners Investments
Manitoba, Canada
$74.1M 759,153 -15,757 -2%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$68.4M 700,294 -171,135 -20%
BlackRock
54
BlackRock
New York
$60.8M 622,247 +25,885 +4%
Capital International Investors
55
Capital International Investors
California
$60.1M 615,949 +5,675 +0.9%
First Trust Advisors
56
First Trust Advisors
Illinois
$59.3M 606,720 -72,719 -11%
Amundi
57
Amundi
France
$57.2M 628,093 -119,307 -16%
Korea Investment Corp
58
Korea Investment Corp
South Korea
$51M 522,268 -58,870 -10%
TPM
59
Triasima Portfolio Management
Quebec, Canada
$45.9M 469,700 -16,721 -3%
BONST
60
Bank of Nova Scotia Trust
Ontario, Canada
$45.7M 467,380 +3,588 +0.8%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$40M 409,666 – –
Jane Street
62
Jane Street
New York
$39.5M 404,051 +208,945 +107%
Canada Life
63
Canada Life
Manitoba, Canada
$38.2M 390,695 -21,661 -5%
SPS
64
Susquehanna Portfolio Strategies
Pennsylvania
$37.7M 385,939 -57,900 -13%
GCA
65
Guardian Capital Advisors
Ontario, Canada
$37.3M 404,195 -7,081 -2%
Franklin Resources
66
Franklin Resources
California
$31.5M 322,554 +5,033 +2%
Pictet Asset Management
67
Pictet Asset Management
Switzerland
$30.1M 306,861 -6,201 -2%
Northern Trust
68
Northern Trust
Illinois
$30.1M 307,914 -1,574 -0.5%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$30M 306,830 +30,215 +11%
ATN
70
AMF Tjänstepension
Sweden
$29.3M 299,289 – –
Aviva
71
Aviva
United Kingdom
$28.2M 288,587 +1,319 +0.5%
WCA
72
Waratah Capital Advisors
Ontario, Canada
$26.3M 269,269 +56,038 +26%
UBS Group
73
UBS Group
Switzerland
$26M 265,888 -7,595 -3%
CAM
74
Cidel Asset Management
Ontario, Canada
$25.6M 261,505 -478,132 -65%
VMPIC
75
Varma Mutual Pension Insurance Co
Finland
$23.3M 238,400 +238,400 New
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