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Bank of Montreal
BMO

Overview Fund Activity

373 hedge funds and large institutions have $13.2B invested in Bank of Montreal in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 149 reducing their positions, and 59 closing their positions.

Holders
373
Holders Change
-22
Holders Change %
-5.57%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.19%
New
38
Increased
104
Reduced
149
Closed
59
Calls
$283M
Puts
$204M
Net Calls
+$79.2M
Net Calls Change
+$22.8M

Top Buyers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$624M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$661M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$153M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$66.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.14B

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.76B
3
SC
3
Scotia Capital
Ontario, Canada
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$51.3M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$333M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.76B 51,934,857 -2,468,522 -5%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.14B 21,774,949 +960,922 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.03B 19,496,288 -276,733 -1%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$972M 18,315,416 -373,886 -2%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$661M 12,451,181 +1,598,691 +15%
Toronto Dominion Bank
6
Toronto Dominion Bank
Ontario, Canada
$624M 11,728,413 +2,446,869 +26%
Canada Life
7
Canada Life
Manitoba, Canada
$376M 7,099,439 +275,950 +4%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$333M 6,280,021 -807,458 -11%
Capital Research Global Investors
9
Capital Research Global Investors
California
$333M 6,252,421 -1,230,723 -16%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$324M 6,099,563 -312,205 -5%
Norges Bank
11
Norges Bank
Norway
$295M 5,665,935 -340,203 -6%
LBA
12
Letko, Brosseau & Associates
Quebec, Canada
$225M 4,243,832 -271,211 -6%
CIBC Asset Management
13
CIBC Asset Management
Ontario, Canada
$224M 4,212,327 -659,159 -14%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$176M 3,308,494 -55,019 -2%
Legal & General Group
15
Legal & General Group
United Kingdom
$168M 3,158,876 +60,184 +2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$164M 3,080,019 +443,398 +17%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$157M 3,003,664 -187,431 -6%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$155M 2,914,276 +672,219 +30%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
19
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$153M 2,881,677 +1,339,677 +87%
Franklin Resources
20
Franklin Resources
California
$143M 2,594,744 -88,780 -3%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$134M 2,527,148 +110,026 +5%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$107M 2,023,398 +28,611 +1%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$106M 1,982,634 -935,532 -32%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$85.2M 1,608,992 +65,335 +4%
Newport Trust Company
25
Newport Trust Company
District of Columbia
$81.6M 1,538,437 +33,451 +2%
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