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Bank of Montreal
BMO

Overview Fund Activity

503 hedge funds and large institutions have $34B invested in Bank of Montreal in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 175 increasing their positions, 136 reducing their positions, and 48 closing their positions.

Holders
503
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
7.96%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
175
Reduced
136
Closed
48
Calls
$389M
Puts
$575M
Net Calls
-$186M
Net Calls Change
+$256M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$1.06B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.05B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$836M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.35B
5
Bank of America
5
Bank of America
North Carolina
$334M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$115M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$362M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$14.4M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$1.33B
5
Millennium Management
5
Millennium Management
New York
$14.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.05B 59,730,633 +3,710,292 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.65B 22,478,058 +1,293,280 +6%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.57B 21,652,660 +475,765 +2%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.79B 15,195,564 +143,188 +1%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.51B 12,817,593 -103,559 -0.8%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$1.35B 11,425,357 +1,690,617 +17%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$1.33B 11,296,665 -604,881 -5%
Fidelity International
8
Fidelity International
Bermuda
$1.06B 9,045,225 +8,374,783 +1,249%
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$860M 7,287,078 -305,621 -4%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$836M 7,194,489 +1,749,146 +32%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$819M 6,955,475 +74,647 +1%
Norges Bank
12
Norges Bank
Norway
$702M 5,962,278 -226,984 -4%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$648M 5,510,149 +652,174 +13%
Legal & General Group
14
Legal & General Group
United Kingdom
$473M 4,014,762 +303,715 +8%
GC
15
Guardian Capital
Ontario, Canada
$415M 3,521,269 -28,953 -0.8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$411M 3,480,222 -80,628 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
17
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$401M 3,404,661 +1,541,161 +83%
BGC
18
Beutel, Goodman & Co
Ontario, Canada
$390M 3,310,391 -95,070 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$377M 3,199,822 +139,800 +5%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$362M 3,075,505 -824,495 -21%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$347M 2,940,126 -342,621 -10%
Bank of America
22
Bank of America
North Carolina
$334M 2,830,116 +1,586,398 +128%
SC
23
Scotia Capital
Ontario, Canada
$303M 2,568,949 +86,527 +3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$289M 2,446,743 +227,694 +10%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$276M 2,344,020 +441,460 +23%
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