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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.6B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 157 reducing their positions, and 44 closing their positions.

Holders
465
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
39
Increased
158
Reduced
157
Closed
44
Calls
$1.05B
Puts
$1.12B
Net Calls
-$62.7M
Net Calls Change
-$38.5M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$383M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.27B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$133M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$568M
5
VPI
5
Value Partners Investments
Manitoba, Canada
$162M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$156M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.99B
3
Bank of America
3
Bank of America
North Carolina
$190M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$286M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.55B
Name Market Value Shares Shares
Change 		Shares
Change %
OAC
76
OMERS Administration Corp
Ontario, Canada
$19.9M 219,955 – –
SRAIM
77
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$19.3M 214,070 +8,493 +4%
VMPIC
78
Varma Mutual Pension Insurance Co
Finland
$19.2M 211,329 +211,329 New
Russell Investments Group
79
Russell Investments Group
United Kingdom
$19M 210,799 +35,030 +20%
SPS
80
Susquehanna Portfolio Strategies
Pennsylvania
$18.8M 208,609 -4,734 -2%
Axa
81
Axa
France
$18.1M 200,200 +86,208 +76%
VanEck Associates
82
VanEck Associates
New York
$17.8M 190,255 +35,614 +23%
FRAF
83
Första AP-fonden
Sweden
$16.4M 181,600 +30,300 +20%
DWM
84
Dorchester Wealth Management
Quebec, Canada
$16.4M 182,675 +6,343 +4%
American Century Companies
85
American Century Companies
Missouri
$16.2M 179,867 +15,336 +9%
PFP
86
Pinnacle Financial Partners
Tennessee
$16M 177,888 +774 +0.4%
Citigroup
87
Citigroup
New York
$14.9M 165,148 +10,792 +7%
BAM
88
Burgundy Asset Management
Ontario, Canada
$14.4M 160,000 – –
CII
89
Capital International Inc
California
$14.1M 156,209 -5,648 -3%
MSV
90
MN Services Vermogensbeheer
Netherlands
$14M 155,100 -11,400 -7%
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$13.5M 143,546 -1,086 -0.8%
Stifel Financial
92
Stifel Financial
Missouri
$13.2M 146,232 +3,496 +2%
DekaBank Deutsche Girozentrale
93
DekaBank Deutsche Girozentrale
Germany
$13M 144,747 -7,516 -5%
Vontobel Holding
94
Vontobel Holding
Switzerland
$11.5M 127,819 -5,305 -4%
Wellington Management Group
95
Wellington Management Group
Massachusetts
$11.3M 125,572 +55,823 +80%
IMCOOI
96
Investment Management Corp of Ontario (IMCO)
Canada
$11.3M 125,590 -1,597 -1%
Neuberger Berman Group
97
Neuberger Berman Group
New York
$11.2M 123,588 -9,842 -7%
ATN
98
AMF Tjänstepension
Sweden
$10.5M 114,887 – –
NEI
99
Northwest & Ethical Investments
Ontario, Canada
$10.5M 115,865 +5,742 +5%
UIM
100
USS Investment Management
United Kingdom
$9.83M 109,005 – –
2 3
4
5 6