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Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.18%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.25B
3
AM
3
AGF Management
Ontario, Canada
$110M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$201M
5
Fidelity International
5
Fidelity International
Bermuda
$350M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
Public Sector Pension Investment Board (PSP Investments)
2
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$938M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.68B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$146M
Name Market Value Shares Shares
Change 		Shares
Change %
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$18.8M 221,904 +7,980 +4%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$18.1M 213,998 +117,400 +122%
UBS Group
78
UBS Group
Switzerland
$17.9M 212,203 +15,366 +8%
SRAIM
79
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$17.9M 211,689 -3,521 -2%
RAM
80
Rempart Asset Management
Canada
$17.8M 209,828 -3,170 -1%
USAA
81
United Services Automobile Association
Texas
$17.2M 203,861 +4,890 +2%
Vontobel Holding
82
Vontobel Holding
Switzerland
$17M 201,317 -24,315 -11%
Public Sector Pension Investment Board (PSP Investments)
83
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M 188,007 -1,005,214 -84%
Citigroup
84
Citigroup
New York
$15.8M 186,325 +44,373 +31%
DWM
85
Dorchester Wealth Management
Quebec, Canada
$15.4M 183,261 -4,598 -2%
DekaBank Deutsche Girozentrale
86
DekaBank Deutsche Girozentrale
Germany
$15.2M 177,994 -655 -0.4%
PFP
87
Pinnacle Financial Partners
Tennessee
$14.5M 171,717 +6,901 +4%
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$13.7M 162,505 -21,000 -11%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$13.4M 158,608 -22,586 -12%
GCM
90
Genus Capital Management
British Columbia, Canada
$13.3M 156,804 -34,458 -18%
BAM
91
Burgundy Asset Management
Ontario, Canada
$12.7M 150,000 – –
Allianz Asset Management
92
Allianz Asset Management
Germany
$12.4M 146,738 -23,407 -14%
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$11.8M 140,321 -18,211 -11%
Jane Street
94
Jane Street
New York
$11.1M 131,937 +33,930 +35%
Axa
95
Axa
France
$11.1M 131,867 +17,366 +15%
Wells Fargo
96
Wells Fargo
California
$10.9M 129,150 -2,483 -2%
Wellington Management Group
97
Wellington Management Group
Massachusetts
$10.7M 125,927 +8,685 +7%
DJSG
98
D.J. St. Germain
Massachusetts
$10.4M 123,623 -1,525 -1%
CII
99
Capital International Inc
California
$10.3M 121,643 -187,486 -61%
UIM
100
USS Investment Management
United Kingdom
$9.32M 110,366 +14,025 +15%
2 3
4
5 6