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Bank of Montreal
BMO

Overview Fund Activity

454 hedge funds and large institutions have $27.6B invested in Bank of Montreal in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 158 increasing their positions, 125 reducing their positions, and 30 closing their positions.

Holders
454
Holders Change
+16
Holders Change %
+3.65%
% of All Funds
7.97%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.44%
New
50
Increased
158
Reduced
125
Closed
30
Calls
$342M
Puts
$625M
Net Calls
-$283M
Net Calls Change
-$159M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.9B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$180M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.06B
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$631M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$526M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$502M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$1.02B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.48B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$744M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.9B 59,139,947 +2,583,859 +5%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.48B 24,481,871 -621,621 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.06B 20,640,953 +693,807 +3%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.52B 15,251,634 +363,203 +2%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.22B 12,213,552 +35,811 +0.3%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$1.19B 11,930,343 +381,744 +3%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$1.02B 10,206,842 -1,023,609 -9%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$744M 7,456,423 -617,610 -8%
Norges Bank
9
Norges Bank
Norway
$716M 7,177,817 +106,466 +2%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$631M 6,365,836 +531,070 +9%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$526M 5,200,919 +448,789 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
12
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$502M 5,033,700 -3,029,600 -38%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$483M 3,820,258 +92,421 +2%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$478M 4,791,810 +320,990 +7%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$389M 3,900,000 – –
Legal & General Group
16
Legal & General Group
United Kingdom
$369M 3,696,323 +15,963 +0.4%
GC
17
Guardian Capital
Ontario, Canada
$356M 3,563,814 -64,378 -2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$351M 3,521,385 +217,771 +7%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$351M 3,519,104 -37,655 -1%
BGC
20
Beutel, Goodman & Co
Ontario, Canada
$345M 3,451,857 -63,740 -2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$303M 3,038,302 +165,392 +6%
LBA
22
Letko, Brosseau & Associates
Quebec, Canada
$259M 2,599,662 -143,143 -5%
SC
23
Scotia Capital
Ontario, Canada
$244M 2,446,161 +44,451 +2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$217M 2,173,541 +16,500 +0.8%
Franklin Resources
25
Franklin Resources
California
$200M 2,009,675 -145,054 -7%
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