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Bank of Montreal
BMO

Overview Fund Activity

467 hedge funds and large institutions have $28.6B invested in Bank of Montreal in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 46 closing their positions.

Holders
467
Holders Change
-6
Holders Change %
-1.27%
% of All Funds
7.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
48
Increased
151
Reduced
153
Closed
46
Calls
$697M
Puts
$672M
Net Calls
+$25M
Net Calls Change
+$280M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.39B
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$1.07B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.9B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.25B
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.47B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
Fidelity International
2
Fidelity International
Bermuda
$524M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336M
4
Bank of America
4
Bank of America
North Carolina
$176M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.18B
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.9B 66,216,169 +1,387,846 +2%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.25B 25,186,709 +1,127,879 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.18B 24,478,010 -682,788 -3%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.47B 16,487,922 +538,629 +3%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.39B 15,635,476 +2,424,073 +18%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$1.19B 13,389,986 -269,152 -2%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$1.11B 12,517,841 -135,813 -1%
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$1.07B 12,015,537 +1,429,964 +14%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$847M 9,505,354 -39,538 -0.4%
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$786M 8,796,052 +523,110 +6%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$758M 8,519,481 +145,809 +2%
Norges Bank
12
Norges Bank
Norway
$552M 6,195,485 -1,694 -0%
Fidelity International
13
Fidelity International
Bermuda
$524M 5,887,444 -1,583,526 -21%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$512M 5,744,812 -508,748 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$484M 5,446,509 +59,933 +1%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$469M 5,270,438 +478,301 +10%
BGC
17
Beutel, Goodman & Co
Ontario, Canada
$445M 5,005,103 -17,400 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336M 3,775,059 -1,063,346 -22%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$331M 3,719,745 -49,882 -1%
Legal & General Group
20
Legal & General Group
United Kingdom
$329M 3,702,516 -35,061 -0.9%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$263M 2,939,692 -54,241 -2%
SC
22
Scotia Capital
Ontario, Canada
$263M 2,951,154 +170,769 +6%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$249M 2,797,338 +226,783 +9%
GC
24
Guardian Capital
Ontario, Canada
$236M 2,651,370 +107,459 +4%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$214M 2,405,655 +160,920 +7%
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