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Bank of Montreal
BMO

Overview Fund Activity

404 hedge funds and large institutions have $24.6B invested in Bank of Montreal in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 95 reducing their positions, and 40 closing their positions.

Holders
404
Holders Change
+5
Holders Change %
+1.25%
% of All Funds
7.12%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
49
Increased
162
Reduced
95
Closed
40
Calls
$407M
Puts
$495M
Net Calls
-$87.9M
Net Calls Change
-$213M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$988M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$938M
3
GC
3
Guardian Capital
Ontario, Canada
$436M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$136M
5
Man Group
5
Man Group
United Kingdom
$104M

Top Sellers

1
Canada Life
1
Canada Life
Manitoba, Canada
$42.3M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$775M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$761M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$197M
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$329M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.13B 57,595,883 -283,764 -0.5%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.09B 22,938,478 +941,727 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.74B 19,528,471 +283,860 +1%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.34B 14,992,767 -215,502 -1%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.18B 13,291,425 -567,602 -4%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$988M 11,084,544 +5,199,323 +88%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$938M 10,520,000 +3,159,000 +43%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$775M 8,683,972 -4,828,169 -36%
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$761M 8,534,219 -2,714,688 -24%
Norges Bank
10
Norges Bank
Norway
$638M 7,154,831 -196,756 -3%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$559M 6,279,552 +262,546 +4%
GC
12
Guardian Capital
Ontario, Canada
$436M 3,892,212 +1,458,190 +60%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$393M 4,407,939 +23,445 +0.5%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$390M 3,479,413 +377,033 +12%
BGC
15
Beutel, Goodman & Co
Ontario, Canada
$329M 3,695,597 -2,135,438 -37%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$307M 3,447,013 +241,317 +8%
Legal & General Group
17
Legal & General Group
United Kingdom
$301M 3,371,742 +31,337 +0.9%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$294M 3,303,812 +6,494 +0.2%
LBA
19
Letko, Brosseau & Associates
Quebec, Canada
$262M 2,941,844 -639,884 -18%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$254M 2,849,732 -33,634 -1%
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$241M 2,693,521 +335,187 +14%
SC
22
Scotia Capital
Ontario, Canada
$208M 2,336,391 +138,640 +6%
Franklin Resources
23
Franklin Resources
California
$201M 2,258,812 -116,910 -5%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$199M 2,231,284 +123,052 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$197M 2,207,392 -2,353,000 -52%
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