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Bank of Montreal
BMO

Overview Fund Activity

450 hedge funds and large institutions have $28B invested in Bank of Montreal in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 47 closing their positions.

Holders
450
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
7.18%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.4%
New
36
Increased
180
Reduced
135
Closed
47
Calls
$653M
Puts
$536M
Net Calls
+$117M
Net Calls Change
+$24.1M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.25B
3
AM
3
AGF Management
Ontario, Canada
$110M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$201M
5
Fidelity International
5
Fidelity International
Bermuda
$350M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
Public Sector Pension Investment Board (PSP Investments)
2
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.9M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$938M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.68B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$146M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.68B 67,356,616 -449,811 -0.7%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.37B 26,709,036 +441,559 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.29B 27,191,193 +468,761 +2%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.36B 16,037,707 -204,219 -1%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.25B 14,783,968 +1,417,298 +11%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$1.18B 14,000,502 -146,412 -1%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$1.1B 13,757,010 +69,009 +0.5%
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$938M 11,484,576 -809,820 -7%
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$820M 9,719,593 -89,560 -0.9%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$775M 9,187,733 -92,802 -1%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$705M 8,326,233 +29,706 +0.4%
Norges Bank
12
Norges Bank
Norway
$630M 7,465,710 +196,289 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$474M 5,588,580 +73,593 +1%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$437M 5,137,830 +122,925 +2%
BGC
15
Beutel, Goodman & Co
Ontario, Canada
$429M 5,065,436 +39,155 +0.8%
Legal & General Group
16
Legal & General Group
United Kingdom
$358M 4,224,311 +237,521 +6%
Fidelity International
17
Fidelity International
Bermuda
$350M 4,143,497 +814,507 +24%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$302M 3,580,321 -127,353 -3%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$291M 3,452,025 +54,324 +2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$278M 3,297,129 +301,391 +10%
SC
21
Scotia Capital
Ontario, Canada
$268M 3,180,814 +64,839 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
22
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M 3,133,938 +2,308,214 +280%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$264M 3,116,861 +185,082 +6%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$246M 2,911,557 +102,710 +4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$223M 2,627,473 +98,060 +4%
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