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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.6B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 157 reducing their positions, and 44 closing their positions.

Holders
465
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
39
Increased
158
Reduced
157
Closed
44
Calls
$1.05B
Puts
$1.12B
Net Calls
-$62.7M
Net Calls Change
-$38.5M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$383M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.27B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$133M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$568M
5
VPI
5
Value Partners Investments
Manitoba, Canada
$162M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$156M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.99B
3
Bank of America
3
Bank of America
North Carolina
$190M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$286M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
51
Voloridge Investment Management
Florida
$66.9M +$29.9M +331,164 +81%
MSE
52
MUFG Securities EMEA
United Kingdom
$61M +$3.05M +25,001 +5%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$60.3M -$1.63M -18,093 -3%
MSC
54
MUFG Securities (Canada)
New York
$58.5M +$23.6M +261,352 +68%
Capital International Investors
55
Capital International Investors
California
$55.9M +$16.9K +187 +0%
IIM
56
Intact Investment Management
Quebec, Canada
$53.1M +$22.4M +248,098 +73%
Amundi
57
Amundi
France
$51.5M -$2.77M -30,777 -5%
BlackRock
58
BlackRock
New York
$50.6M -$3.38M -37,478 -6%
First Trust Advisors
59
First Trust Advisors
Illinois
$48M -$1.19M -13,233 -2%
BONST
60
Bank of Nova Scotia Trust
Ontario, Canada
$44.9M +$2.73M +30,291 +6%
Canada Life
61
Canada Life
Manitoba, Canada
$43.7M +$1.3M +14,417 +3%
Korea Investment Corp
62
Korea Investment Corp
South Korea
$42.1M +$2.8M +30,949 +7%
Citadel Advisors
63
Citadel Advisors
Florida
$39M +$7.34M +81,364 +23%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$38.3M +$36.7M +406,901 +2,352%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$37.7M +$347K +3,842 +0.9%
GCA
66
Guardian Capital Advisors
Ontario, Canada
$34.1M +$864K +9,486 +3%
UBS Group
67
UBS Group
Switzerland
$33.3M +$8.04M +89,143 +32%
Aviva
68
Aviva
United Kingdom
$31M +$702K +7,775 +2%
Franklin Resources
69
Franklin Resources
California
$30.8M +$549K +5,821 +2%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$30.6M +$30M +333,002 +4,810%
Pictet Asset Management
71
Pictet Asset Management
Switzerland
$29M +$493K +5,441 +2%
Northern Trust
72
Northern Trust
Illinois
$27.9M -$214K -2,377 -0.8%
Zurich Cantonal Bank
73
Zurich Cantonal Bank
Switzerland
$24.6M +$701K +7,759 +3%
CAM
74
Cidel Asset Management
Ontario, Canada
$22.5M -$354K -3,924 -2%
RAM
75
Rempart Asset Management
Canada
$21.1M +$42.3K +450 +0.2%
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