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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24.2B invested in Bank of Montreal in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 59 closing their positions.

Holders
453
Holders Change
-30
Holders Change %
-6.21%
% of All Funds
7.83%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
36
Increased
172
Reduced
133
Closed
59
Calls
$441M
Puts
$693M
Net Calls
-$252M
Net Calls Change
-$63.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$426M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.12B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.75B
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$394M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$733M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$584M
2
Goldman Sachs
2
Goldman Sachs
New York
$97.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$710M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.75B 65,645,277 +1,499,512 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.12B 24,179,597 +1,688,352 +8%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.39B 15,686,753 +429,688 +3%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.12B 12,746,938 +963,984 +8%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.08B 12,383,284 +995,099 +9%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$1.08B 12,281,455 +992,014 +9%
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$746M 8,498,738 +726,118 +9%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$733M 8,365,346 +1,012,790 +14%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$710M 8,062,681 -715,521 -8%
Fidelity International
10
Fidelity International
Bermuda
$584M 6,660,546 -2,690,062 -29%
Norges Bank
11
Norges Bank
Norway
$498M 5,684,181 +39,656 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M 4,976,107 -483,788 -9%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$426M 4,813,386 +1,718,244 +56%
BGC
14
Beutel, Goodman & Co
Ontario, Canada
$394M 4,461,340 +1,225,389 +38%
Legal & General Group
15
Legal & General Group
United Kingdom
$353M 4,008,557 -122,938 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$324M 3,694,869 -8,311 -0.2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$317M 3,615,575 +462,658 +15%
Caisse de Depot et Placement du Quebec (CDPQ)
18
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$289M 3,278,651 -63,451 -2%
Bank of America
19
Bank of America
North Carolina
$263M 3,002,843 +623,113 +26%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$256M 3,009,362 -116,909 -4%
GC
21
Guardian Capital
Ontario, Canada
$241M 2,733,446 +47,386 +2%
SC
22
Scotia Capital
Ontario, Canada
$230M 2,621,739 +47,536 +2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$223M 2,546,917 +15,394 +0.6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$193M 2,177,723 +241,303 +12%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$190M 2,167,220 +35,327 +2%
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