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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $28.7B invested in Bank of Montreal in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 171 reducing their positions, and 29 closing their positions.

Holders
473
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
7.63%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.47%
New
57
Increased
145
Reduced
171
Closed
29
Calls
$679M
Puts
$934M
Net Calls
-$255M
Net Calls Change
-$3.32M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$959M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$567M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M
5
AM
5
AGF Management
Ontario, Canada
$177M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.87B
2
American Century Companies
2
American Century Companies
Missouri
$8.17M
3
Franklin Resources
3
Franklin Resources
California
$102M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M
5
Bank of America
5
Bank of America
North Carolina
$242M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.87B 64,828,323 -816,954 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.28B 25,160,798 +981,201 +4%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.19B 24,058,830 -47,802 -0.2%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.44B 15,949,293 +262,540 +2%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.24B 13,659,138 +1,275,854 +10%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$1.2B 13,211,403 +464,465 +4%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$1.14B 12,653,654 +372,199 +3%
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$959M 10,585,573 +8,418,353 +388%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$865M 9,544,892 +1,179,546 +14%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$759M 8,373,672 +310,991 +4%
Toronto Dominion Bank
11
Toronto Dominion Bank
Ontario, Canada
$752M 8,272,942 -225,796 -3%
Fidelity International
12
Fidelity International
Bermuda
$677M 7,470,970 +810,424 +12%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$567M 6,253,560 +2,637,985 +73%
Norges Bank
14
Norges Bank
Norway
$561M 6,197,179 +512,998 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M 5,386,576 +2,107,925 +64%
BGC
16
Beutel, Goodman & Co
Ontario, Canada
$455M 5,022,503 +561,163 +13%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$438M 4,838,405 -137,702 -3%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$434M 4,792,137 -21,249 -0.4%
Legal & General Group
19
Legal & General Group
United Kingdom
$338M 3,737,577 -270,980 -7%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$271M 2,993,933 -15,429 -0.5%
SC
21
Scotia Capital
Ontario, Canada
$251M 2,780,385 +158,646 +6%
Bank of America
22
Bank of America
North Carolina
$242M 2,675,940 -326,903 -11%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$233M 2,570,555 +23,638 +0.9%
GC
24
Guardian Capital
Ontario, Canada
$230M 2,543,911 -189,535 -7%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$203M 2,244,735 +203,170 +10%
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