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Bank of Montreal
BMO

Overview Fund Activity

446 hedge funds and large institutions have $20.7B invested in Bank of Montreal in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 137 increasing their positions, 127 reducing their positions, and 35 closing their positions.

Holders
446
Holders Change
+16
Holders Change %
+3.72%
% of All Funds
8.81%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.39%
New
64
Increased
137
Reduced
127
Closed
35
Calls
$342M
Puts
$215M
Net Calls
+$128M
Net Calls Change
+$38.6M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$166M
2
MSE
2
MUFG Securities EMEA
United Kingdom
$163M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$837M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$802M
5
MGIM
5
M&G Investment Management
United Kingdom
$65.2M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$0
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$33.8M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.3B
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$2.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.3B 55,481,491 -1,350,506 -2%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.63B 21,039,998 +510,825 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.44B 18,596,748 +161,433 +0.9%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.1B 14,113,482 -325,153 -2%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$853M 11,008,686 -173,777 -2%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$837M 10,804,933 +989,313 +10%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$802M 10,343,944 +920,180 +10%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$755M 9,734,941 +611,861 +7%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$612M 7,886,320 -265,108 -3%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$511M 6,598,548 -10,062 -0.2%
Norges Bank
11
Norges Bank
Norway
$484M 6,356,788 – –
Capital Research Global Investors
12
Capital Research Global Investors
California
$434M 5,605,938 +1,408 +0%
Canada Life
13
Canada Life
Manitoba, Canada
$427M 5,554,682 +2,623 +0%
LBA
14
Letko, Brosseau & Associates
Quebec, Canada
$389M 5,013,175 -206,239 -4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$265M 3,413,382 -39,597 -1%
Legal & General Group
16
Legal & General Group
United Kingdom
$243M 3,134,408 +84,123 +3%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$219M 2,826,117 -274,253 -9%
Franklin Resources
18
Franklin Resources
California
$217M 2,797,059 -226,611 -7%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200M 2,580,549 +471,265 +22%
OAC
20
OMERS Administration Corp
Ontario, Canada
$186M 2,401,942 -50,000 -2%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$180M 2,323,991 +82,688 +4%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$176M 2,276,041 +321,662 +16%
SC
23
Scotia Capital
Ontario, Canada
$171M 2,210,705 +30,665 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$166M 2,138,399 +2,138,399 New
MSE
25
MUFG Securities EMEA
United Kingdom
$163M 2,100,000 +1,325,000 +171%
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