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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.24B

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
2
American Century Companies
Missouri
$8.17M
3
Franklin Resources
3
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
5
Bank of America
North Carolina
$242M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
101
Axa
France
$9.1M 100,410 -71,920 -42%
AAIM
102
American Assets Investment Management
California
$8.7M 96,000 – –
UIM
103
USS Investment Management
United Kingdom
$8.53M 94,193 +6,000 +7%
CS
104
Candriam SCA
Luxembourg
$8.39M 92,712 -90,317 -49%
Federated Hermes
105
Federated Hermes
Pennsylvania
$8.3M 91,581 -5,492 -6%
APG Asset Management
106
APG Asset Management
Netherlands
$8.24M 67,195 +41,020 +157%
American Century Companies
107
American Century Companies
Missouri
$8.17M 90,165 -533,076 -86%
Jane Street
108
Jane Street
New York
$8.04M 88,788 +64,601 +267%
DCP
109
DSM Capital Partners
Florida
$7.98M 88,127 -8,416 -9%
IMCOOI
110
Investment Management Corp of Ontario (IMCO)
Canada
$7.74M 85,484 +85,484 New
Wellington Management Group
111
Wellington Management Group
Massachusetts
$7.37M 81,461 -19,026 -19%
PIC
112
PCJ Investment Counsel
Ontario, Canada
$7.35M 81,101 -56,560 -41%
Millennium Management
113
Millennium Management
New York
$7.14M 78,764 -60,413 -43%
Barclays
114
Barclays
United Kingdom
$7.13M 78,715 +23,216 +42%
CAM
115
ClariVest Asset Management
California
$7.11M 78,494 -1,220 -2%
NEI
116
Northwest & Ethical Investments
Ontario, Canada
$7.05M 77,854 +2,787 +4%
Ameriprise
117
Ameriprise
Minnesota
$6.8M 70,613 +20,617 +41%
HighTower Advisors
118
HighTower Advisors
Illinois
$6.45M 70,690 +2,744 +4%
RJA
119
Raymond James & Associates
Florida
$6.41M 70,767 -1,687 -2%
MCM
120
Marathon Capital Management
Maryland
$6.12M 67,535 +58,345 +635%
SFI
121
Susquehanna Fundamental Investments
Pennsylvania
$5.67M 62,547 -10,300 -14%
LPL Financial
122
LPL Financial
California
$5.32M 58,736 +1,370 +2%
AllianceBernstein
123
AllianceBernstein
Tennessee
$5.22M 57,639 +127 +0.2%
RBC
124
Romano Brothers & Co
Illinois
$5.19M 57,269 +160 +0.3%
M&T Bank
125
M&T Bank
New York
$5.17M 57,005 +293 +0.5%
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