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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 Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
101
American Century Companies
Missouri
$9.31M +$759K +9,000 +9%
VanEck Associates
102
VanEck Associates
New York
$8.34M +$969K +11,486 +13%
AAIM
103
American Assets Investment Management
California
$8.1M – – –
CS
104
Candriam SCA
Luxembourg
$7.96M -$5.66M -66,815 -42%
Skandinaviska Enskilda Banken (SEB)
105
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.75M -$2.16M -25,616 -22%
Royal London Asset Management
106
Royal London Asset Management
United Kingdom
$7.51M +$1.9M +22,478 +34%
IMCOOI
107
Investment Management Corp of Ontario (IMCO)
Canada
$7.48M +$98.5K +1,167 +1%
Federated Hermes
108
Federated Hermes
Pennsylvania
$7.47M -$206K -2,442 -3%
Ameriprise
109
Ameriprise
Minnesota
$7.3M +$573K +5,823 +9%
NEI
110
Northwest & Ethical Investments
Ontario, Canada
$7.15M +$91.3K +1,082 +1%
URS
111
Utah Retirement Systems
Utah
$7.08M – – –
RJA
112
Raymond James & Associates
Florida
$7.01M -$54.4K -645 -0.8%
Twin Tree Management
113
Twin Tree Management
Texas
$6.78M +$4.28M +50,770 +172%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$6.76M -$3.87M -45,585 -36%
LOAME
115
Lombard Odier Asset Management (Europe)
United Kingdom
$6.63M +$1.74M +20,648 +36%
Grantham, Mayo, Van Otterloo & Co (GMO)
116
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.15M +$3.42M +40,582 +126%
Voloridge Investment Management
117
Voloridge Investment Management
Florida
$5.84M +$5.84M +69,265 New
NB
118
Northwest Bancshares
Pennsylvania
$5.79M +$18.5K +219 +0.3%
LSWM
119
Lorne Steinberg Wealth Management
Canada
$5.6M +$666K +7,855 +13%
MCM
120
Marathon Capital Management
Maryland
$5.47M -$146K -1,726 -3%
KJHP
121
K.J. Harrison & Partners
Ontario, Canada
$5.4M +$18.9K +223 +0.4%
SNT
122
SIG North Trading
Pennsylvania
$5.3M +$5.3M +62,868 New
M&T Bank
123
M&T Bank
New York
$5.04M +$84.4K +999 +2%
LPL Financial
124
LPL Financial
California
$4.88M +$84.4K +1,000 +2%
Citadel Advisors
125
Citadel Advisors
Florida
$4.82M +$3.85M +45,613 +396%
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5
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