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Bank of Montreal
BMO

Overview Fund Activity

484 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 31 closing their positions.

Holders
484
Holders Change
+30
Holders Change %
+6.61%
% of All Funds
7.48%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.37%
New
69
Increased
145
Reduced
153
Closed
31
Calls
$361M
Puts
$803M
Net Calls
-$442M
Net Calls Change
-$159M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$216M
2
Morgan Stanley
2
Morgan Stanley
New York
$206M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.39B
4
AC
4
Addenda Capital
Quebec, Canada
$62M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.28B

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$201M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.03B
4
Norges Bank
4
Norges Bank
Norway
$667M
5
IIM
5
Intact Investment Management
Quebec, Canada
$98.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.03B 56,020,341 -3,119,606 -5%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.3B 21,176,895 -3,304,976 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.28B 21,184,778 +543,825 +3%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.62B 15,052,376 -199,258 -1%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.39B 12,921,152 +990,809 +8%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$1.28B 11,901,546 -312,006 -3%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$1.05B 9,734,740 -472,102 -5%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$818M 7,592,699 +136,276 +2%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$740M 6,880,828 +514,992 +8%
Norges Bank
10
Norges Bank
Norway
$667M 6,189,262 -988,555 -14%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$588M 5,445,343 +244,424 +5%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$523M 4,857,975 +66,165 +1%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$420M 3,900,000 – –
Legal & General Group
14
Legal & General Group
United Kingdom
$400M 3,711,047 +14,724 +0.4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$384M 3,560,850 +39,465 +1%
GC
16
Guardian Capital
Ontario, Canada
$383M 3,550,222 -13,592 -0.4%
BGC
17
Beutel, Goodman & Co
Ontario, Canada
$366M 3,405,461 -46,396 -1%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$353M 3,282,747 -236,357 -7%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$329M 3,060,022 +21,720 +0.7%
SC
20
Scotia Capital
Ontario, Canada
$267M 2,482,422 +36,261 +1%
LBA
21
Letko, Brosseau & Associates
Quebec, Canada
$262M 2,434,132 -165,530 -6%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$239M 2,219,049 +45,508 +2%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$216M 2,007,845 +2,007,845 New
Morgan Stanley
24
Morgan Stanley
New York
$206M 1,909,649 +1,086,119 +132%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$202M 1,879,531 +79,742 +4%
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