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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.39B
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$1.07B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.9B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.25B
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.47B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
Fidelity International
2
Fidelity International
Bermuda
$524M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336M
4
Bank of America
4
Bank of America
North Carolina
$176M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
IMPI
76
Ilmarinen Mutual Pension Insurance
Finland
$20M – – –
PIC
77
Portland Investment Counsel
Ontario, Canada
$19M -$289K -3,244 -1%
SRAIM
78
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$18.8M -$140K -1,576 -0.7%
RAM
79
Rempart Asset Management
Canada
$18.4M +$373K +4,197 +2%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$18.1M +$394K +4,425 +2%
CP
81
Cumberland Partners
Ontario, Canada
$17.9M +$253K +2,842 +1%
USAA
82
United Services Automobile Association
Texas
$17.8M -$1.78M -19,987 -9%
UBS Group
83
UBS Group
Switzerland
$17.7M +$534K +5,991 +3%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$17.6M +$402K +4,514 +2%
DWM
85
Dorchester Wealth Management
Quebec, Canada
$17M +$6.77M +76,632 +66%
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$16.4M -$1.99M -22,383 -11%
Mitsubishi UFJ Trust & Banking
87
Mitsubishi UFJ Trust & Banking
Japan
$15.8M +$1.97M +22,104 +14%
DekaBank Deutsche Girozentrale
88
DekaBank Deutsche Girozentrale
Germany
$15.2M -$334K -3,812 -2%
PFP
89
Pinnacle Financial Partners
Tennessee
$14.1M +$1.29M +14,438 +10%
BAM
90
Burgundy Asset Management
Ontario, Canada
$13.3M – – –
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$12.5M -$4.28M -48,000 -25%
Wells Fargo
92
Wells Fargo
California
$11.6M +$2.65M +29,709 +30%
Citigroup
93
Citigroup
New York
$10.6M -$748K -8,404 -7%
ATN
94
AMF Tjänstepension
Sweden
$10.3M -$3.6M -40,355 -26%
Wellington Management Group
95
Wellington Management Group
Massachusetts
$9.89M +$2.65M +29,768 +37%
Axa
96
Axa
France
$9.78M +$832K +9,335 +9%
WBC
97
Westpac Banking Corp
Australia
$9.61M +$9.61M +79,850 New
TIM
98
Timelo Investment Management
Ontario, Canada
$9.36M -$8.47M -95,000 -48%
American Century Companies
99
American Century Companies
Missouri
$9.08M +$1.05M +11,741 +13%
HIM
100
Hillsdale Investment Management
Ontario, Canada
$8.76M -$7.22M -81,145 -45%
2 3
4
5 6