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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.41B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$236M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.12B
4
MSE
4
MUFG Securities EMEA
United Kingdom
$138M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$1.24B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$271M
2
Fidelity International
2
Fidelity International
Bermuda
$301M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.21B
4
AM
4
AGF Management
Ontario, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$106M
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$19.4M 214,895 -110,891 -34%
Zurich Cantonal Bank
77
Zurich Cantonal Bank
Switzerland
$19.3M 213,924 +16,565 +8%
PIC
78
Portland Investment Counsel
Ontario, Canada
$19.3M 213,958 +792 +0.4%
RAM
79
Rempart Asset Management
Canada
$19.2M 212,998 +6,220 +3%
USAA
80
United Services Automobile Association
Texas
$18M 198,971 -585 -0.3%
TAM
81
Todd Asset Management
Kentucky
$17.8M 196,906 -71,864 -27%
UBS Group
82
UBS Group
Switzerland
$17.8M 196,837 -2,168 -1%
GCM
83
Genus Capital Management
British Columbia, Canada
$17.3M 191,262 +191,262 New
DWM
84
Dorchester Wealth Management
Quebec, Canada
$16.9M 187,859 -4,161 -2%
Mitsubishi UFJ Trust & Banking
85
Mitsubishi UFJ Trust & Banking
Japan
$16.6M 183,505 +6,566 +4%
Neuberger Berman Group
86
Neuberger Berman Group
New York
$16.4M 181,194 -21,869 -11%
DekaBank Deutsche Girozentrale
87
DekaBank Deutsche Girozentrale
Germany
$16.1M 178,649 +5,182 +3%
Allianz Asset Management
88
Allianz Asset Management
Germany
$15.4M 170,145 -56,678 -25%
PFP
89
Pinnacle Financial Partners
Tennessee
$14.9M 164,816 +6,078 +4%
CS
90
Candriam SCA
Luxembourg
$14.5M 160,732 -87,055 -35%
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$14.3M 158,532 -25,168 -14%
JAM
92
Jupiter Asset Management
United Kingdom
$13.6M 150,626 +150,626 New
BAM
93
Burgundy Asset Management
Ontario, Canada
$13.6M 150,000 – –
Citigroup
94
Citigroup
New York
$12.8M 141,952 +22,765 +19%
Wells Fargo
95
Wells Fargo
California
$11.9M 131,633 +1,403 +1%
WCA
96
Waratah Capital Advisors
Ontario, Canada
$11.8M 131,178 +63,304 +93%
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
$11.3M 125,238 +42,344 +51%
DJSG
98
D.J. St. Germain
Massachusetts
$11.3M 125,148 +125,148 New
Two Sigma Investments
99
Two Sigma Investments
New York
$10.9M 120,540 +120,540 New
Skandinaviska Enskilda Banken (SEB)
100
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.6M 117,503 -376,914 -76%
2 3
4
5 6