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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
2
American Century Companies
Missouri
$8.17M
3
Franklin Resources
3
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
5
Bank of America
North Carolina
$242M
Name Market Value Shares Shares
Change 		Shares
Change %
USAA
76
United Services Automobile Association
Texas
$19.9M 219,543 -3,003 -1%
PIC
77
Portland Investment Counsel
Ontario, Canada
$19.6M 216,410 +109,100 +102%
Janus Henderson Group
78
Janus Henderson Group
United Kingdom
$19.5M 214,979 +53,301 +33%
SRAIM
79
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$19.2M 212,476 -2,904 -1%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$18.7M 206,083 +31,208 +18%
RAM
81
Rempart Asset Management
Canada
$18.4M 202,581 +300 +0.1%
TIM
82
Timelo Investment Management
Ontario, Canada
$18.1M 200,000 +200,000 New
Neuberger Berman Group
83
Neuberger Berman Group
New York
$18M 198,638 -8,910 -4%
CP
84
Cumberland Partners
Ontario, Canada
$18M 198,131 -48,643 -20%
Man Group
85
Man Group
United Kingdom
$17.9M 198,186 +7,480 +4%
UBS Group
86
UBS Group
Switzerland
$17.5M 193,014 -4,649 -2%
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$17.5M 192,845 +32,769 +20%
TRSOTSOK
88
Teachers Retirement System of the State of Kentucky
Kentucky
$17.1M 188,360 – –
HIM
89
Hillsdale Investment Management
Ontario, Canada
$16.3M 179,602 +4,150 +2%
DekaBank Deutsche Girozentrale
90
DekaBank Deutsche Girozentrale
Germany
$16.2M 177,279 +10,199 +6%
FRAF
91
Första AP-fonden
Sweden
$14.7M 162,900 +6,100 +4%
ATN
92
AMF Tjänstepension
Sweden
$14.1M 155,242 – –
Mitsubishi UFJ Trust & Banking
93
Mitsubishi UFJ Trust & Banking
Japan
$14M 154,835 +23,458 +18%
BAM
94
Burgundy Asset Management
Ontario, Canada
$13.6M 150,000 – –
PFP
95
Pinnacle Financial Partners
Tennessee
$13.1M 144,300 -1,259 -0.9%
BCM
96
Barometer Capital Management
Ontario, Canada
$12.9M 144,538 +5,405 +4%
Citigroup
97
Citigroup
New York
$11.6M 127,591 +19,082 +18%
DWM
98
Dorchester Wealth Management
Quebec, Canada
$10.3M 115,388 -71,343 -38%
MIM
99
Manitou Investment Management
Ontario, Canada
$10.1M 111,765 +91,320 +447%
Wells Fargo
100
Wells Fargo
California
$9.11M 100,521 +22,626 +29%
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4
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