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Bank of Montreal
BMO

Overview Fund Activity

482 hedge funds and large institutions have $33.5B invested in Bank of Montreal in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 39 closing their positions.

Holders
482
Holders Change
+32
Holders Change %
+7.11%
% of All Funds
7.07%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.41%
New
77
Increased
147
Reduced
171
Closed
39
Calls
$934M
Puts
$698M
Net Calls
+$236M
Net Calls Change
+$119M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$977M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.91B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$208M
4
Bank of America
4
Bank of America
North Carolina
$358M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$95.3M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$566M
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$21.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.52B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$998M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.55B
Name Market Value Shares Shares
Change 		Shares
Change %
OAC
76
OMERS Administration Corp
Ontario, Canada
$21.9M 219,955 -2,394,385 -92%
RAM
77
Rempart Asset Management
Canada
$21.4M 215,908 +6,080 +3%
WCA
78
Waratah Capital Advisors
Ontario, Canada
$21.1M 213,231 -82,691 -28%
SRAIM
79
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$20.5M 207,606 -4,083 -2%
USAA
80
United Services Automobile Association
Texas
$20.4M 206,115 +2,254 +1%
Twin Tree Management
81
Twin Tree Management
Texas
$20.2M 204,569 +124,256 +155%
Jane Street
82
Jane Street
New York
$19.3M 195,106 +63,169 +48%
DWM
83
Dorchester Wealth Management
Quebec, Canada
$18.4M 186,750 +3,489 +2%
Citadel Advisors
84
Citadel Advisors
Florida
$17.4M 175,985 +118,849 +208%
Citigroup
85
Citigroup
New York
$17.1M 172,103 -14,222 -8%
PFP
86
Pinnacle Financial Partners
Tennessee
$16.8M 169,949 -1,768 -1%
OCAM
87
Onex Canada Asset Management
Ontario, Canada
$16.4M 165,281 -112,833 -41%
Public Sector Pension Investment Board (PSP Investments)
88
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16M 161,136 -26,871 -14%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$15.9M 159,904 +1,296 +0.8%
BAM
90
Burgundy Asset Management
Ontario, Canada
$15.9M 160,000 +10,000 +7%
DekaBank Deutsche Girozentrale
91
DekaBank Deutsche Girozentrale
Germany
$15.8M 161,035 -16,959 -10%
IMCOOI
92
Investment Management Corp of Ontario (IMCO)
Canada
$15.1M 152,688 +64,000 +72%
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$14.2M 143,664 +3,343 +2%
Vontobel Holding
94
Vontobel Holding
Switzerland
$13.7M 138,921 -62,396 -31%
PIC
95
Portland Investment Counsel
Ontario, Canada
$13.6M 136,997 -86,215 -39%
Voloridge Investment Management
96
Voloridge Investment Management
Florida
$13.5M 136,595 +67,330 +97%
American Century Companies
97
American Century Companies
Missouri
$12M 121,354 +11,009 +10%
CII
98
Capital International Inc
California
$12M 121,062 -581 -0.5%
NEI
99
Northwest & Ethical Investments
Ontario, Canada
$11.8M 119,143 +34,440 +41%
DJSG
100
D.J. St. Germain
Massachusetts
$11.3M 114,668 -8,955 -7%
2 3
4
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