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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $20.9B invested in Bank of Montreal in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 99 increasing their positions, 140 reducing their positions, and 24 closing their positions.

Holders
399
Holders Change
+43
Holders Change %
+12.08%
% of All Funds
7.08%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.43%
New
71
Increased
99
Reduced
140
Closed
24
Calls
$433M
Puts
$308M
Net Calls
+$125M
Net Calls Change
+$31.5M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.4B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$559M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$333M
4
TPM
4
Triasima Portfolio Management
Quebec, Canada
$79M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.05B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$347M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$74.8M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$161M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.4B 57,879,647 +8,346,095 +17%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.72B 21,996,751 +98,513 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.46B 19,244,611 -10,973 -0.1%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.16B 15,208,269 -4,138 -0%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.05B 13,859,027 +1,034,577 +8%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$1.03B 13,512,141 +103,816 +0.8%
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$853M 11,248,907 -293,154 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$559M 7,361,000 +7,361,000 New
Norges Bank
9
Norges Bank
Norway
$559M 7,351,587 +1,012,018 +16%
Canada Life
10
Canada Life
Manitoba, Canada
$469M 6,164,885 +116,287 +2%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$456M 6,017,006 +922,927 +18%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$446M 5,885,221 -388,561 -6%
BGC
13
Beutel, Goodman & Co
Ontario, Canada
$443M 5,831,035 -187,233 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$347M 4,560,392 -3,420,200 -43%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$333M 4,384,494 +1,391,395 +46%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$300M 3,102,380 +22,110 +0.7%
LBA
17
Letko, Brosseau & Associates
Quebec, Canada
$272M 3,581,728 -334,394 -9%
Legal & General Group
18
Legal & General Group
United Kingdom
$254M 3,340,405 +258,752 +8%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$251M 3,297,318 +2,173 +0.1%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$243M 3,205,696 +116,986 +4%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$219M 2,883,366 -169,650 -6%
GC
22
Guardian Capital
Ontario, Canada
$185M 2,434,022 +979,408 +67%
Franklin Resources
23
Franklin Resources
California
$181M 2,375,722 -125,934 -5%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$179M 2,358,334 +485,687 +26%
SC
25
Scotia Capital
Ontario, Canada
$167M 2,197,751 +47,879 +2%
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