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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.34%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.41B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$236M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.12B
4
MSE
4
MUFG Securities EMEA
United Kingdom
$138M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$1.24B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$271M
2
Fidelity International
2
Fidelity International
Bermuda
$301M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.21B
4
AM
4
AGF Management
Ontario, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$106M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.12B 67,806,427 +1,590,258 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.41B 26,722,432 +2,244,422 +9%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.37B 26,267,477 +1,080,768 +4%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.47B 16,241,926 -245,996 -1%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.28B 14,146,914 +756,928 +6%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$1.24B 13,688,001 +1,170,160 +9%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$1.21B 13,366,670 -2,268,806 -15%
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$1.11B 12,294,396 +278,859 +2%
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$888M 9,809,153 +1,013,101 +12%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$838M 9,280,535 -224,819 -2%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$750M 8,296,527 -222,954 -3%
Norges Bank
12
Norges Bank
Norway
$656M 7,269,421 +1,073,936 +17%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$499M 5,514,987 +68,478 +1%
BGC
14
Beutel, Goodman & Co
Ontario, Canada
$454M 5,026,281 +21,178 +0.4%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$453M 5,014,905 -255,533 -5%
Legal & General Group
16
Legal & General Group
United Kingdom
$360M 3,986,790 +284,274 +8%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$335M 3,707,674 -12,071 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$307M 3,397,701 -377,358 -10%
Fidelity International
19
Fidelity International
Bermuda
$301M 3,328,990 -2,558,454 -43%
SC
20
Scotia Capital
Ontario, Canada
$281M 3,115,975 +164,821 +6%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$271M 2,995,738 -2,749,074 -48%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$265M 2,931,779 -7,913 -0.3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$254M 2,808,847 +11,509 +0.4%
GC
24
Guardian Capital
Ontario, Canada
$247M 2,731,544 +80,174 +3%
OAC
25
OMERS Administration Corp
Ontario, Canada
$236M 2,614,340 +1,686,340 +182%
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