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Bank of Montreal
BMO

Overview Fund Activity

482 hedge funds and large institutions have $33.5B invested in Bank of Montreal in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 39 closing their positions.

Holders
482
Holders Change
+32
Holders Change %
+7.11%
% of All Funds
7.07%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.41%
New
77
Increased
147
Reduced
171
Closed
39
Calls
$934M
Puts
$698M
Net Calls
+$236M
Net Calls Change
+$119M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$977M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.91B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$208M
4
Bank of America
4
Bank of America
North Carolina
$358M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$95.3M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$566M
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$21.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.52B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$998M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.55B
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.55B 66,193,708 -1,162,908 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.78B 28,073,185 +881,992 +3%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.52B 25,242,430 -1,466,606 -5%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.91B 19,225,705 +3,187,998 +20%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$1.44B 14,495,589 +738,579 +5%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$1.38B 13,927,691 -856,277 -6%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$1.35B 13,628,085 -372,417 -3%
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$998M 10,195,214 -1,289,362 -11%
Fidelity International
9
Fidelity International
Bermuda
$977M 9,872,642 +5,729,145 +138%
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$909M 9,188,485 -531,108 -5%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$881M 8,874,517 +548,284 +7%
Norges Bank
12
Norges Bank
Norway
$813M 8,212,584 +746,874 +10%
BGC
13
Beutel, Goodman & Co
Ontario, Canada
$572M 5,755,777 +690,341 +14%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$566M 5,720,115 -3,467,618 -38%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$556M 5,588,580 – –
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$549M 5,543,938 +406,108 +8%
Legal & General Group
17
Legal & General Group
United Kingdom
$416M 4,182,750 -41,561 -1%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$394M 3,979,960 +527,935 +15%
Bank of America
19
Bank of America
North Carolina
$358M 3,617,414 +1,797,102 +99%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$357M 3,608,868 +28,547 +0.8%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$329M 3,326,646 +29,517 +0.9%
SC
22
Scotia Capital
Ontario, Canada
$324M 3,278,954 +98,140 +3%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$309M 3,124,872 +8,011 +0.3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$276M 2,793,835 -117,722 -4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$275M 2,765,927 +138,454 +5%
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