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Bank of Montreal
BMO

Overview Fund Activity

529 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 190 increasing their positions, 135 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+64
Holders Change %
+13.76%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
104
Increased
190
Reduced
135
Closed
33
Calls
$840M
Puts
$1.38B
Net Calls
-$540M
Net Calls Change
-$477M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.88B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.9B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$665M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.18B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$824M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$865M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$44M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M
4
VPI
4
Value Partners Investments
Manitoba, Canada
$13.3M
5
AM
5
AGF Management
Ontario, Canada
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$79.3M -$63.9M -659,039 -45%
IIM
52
Intact Investment Management
Quebec, Canada
$77.4M +$20.3M +209,251 +36%
Amundi
53
Amundi
France
$72.7M +$16.3M +166,062 +29%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$68.8M +$3.9M +40,135 +6%
Voloridge Investment Management
55
Voloridge Investment Management
Florida
$63.8M -$8.21M -84,553 -11%
BlackRock
56
BlackRock
New York
$58.4M +$3.92M +40,341 +7%
Northern Trust
57
Northern Trust
Illinois
$52.2M +$22.2M +228,983 +74%
Two Sigma Investments
58
Two Sigma Investments
New York
$49.2M -$33.1M -340,552 -40%
BONST
59
Bank of Nova Scotia Trust
Ontario, Canada
$48.9M +$523K +5,393 +1%
Raymond James Financial
60
Raymond James Financial
Florida
$48.4M +$48.4M +498,232 New
Canada Life
61
Canada Life
Manitoba, Canada
$46.5M -$323K -3,342 -0.7%
Korea Investment Corp
62
Korea Investment Corp
South Korea
$46.4M +$1.17M +12,052 +3%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$44.7M +$11.7M +121,045 +36%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$44.7M +$38.9M +400,558 +666%
BCIM
65
British Columbia Investment Management
British Columbia, Canada
$44M -$263M -2,716,154 -86%
Wells Fargo
66
Wells Fargo
California
$43.9M +$36.2M +372,977 +471%
First Trust Advisors
67
First Trust Advisors
Illinois
$43.4M -$8.26M -85,146 -16%
Aviva
68
Aviva
United Kingdom
$42.5M +$9.29M +95,848 +28%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$40.6M +$84.1K +867 +0.2%
HIM
70
Hillsdale Investment Management
Ontario, Canada
$40.2M +$38.5M +396,687 +2,162%
APG Asset Management
71
APG Asset Management
Netherlands
$37.2M +$37.2M +397,200 New
GP
72
Guardian Partners
Canada
$37.1M +$37.1M +377,671 New
Pictet Asset Management
73
Pictet Asset Management
Switzerland
$37M +$5.93M +61,076 +19%
SRAIM
74
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$34.6M +$13.9M +142,854 +67%
Franklin Resources
75
Franklin Resources
California
$32.4M +$759K +7,823 +2%
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