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Bank of Montreal
BMO

Overview Fund Activity

473 hedge funds and large institutions have $29.3B invested in Bank of Montreal in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 156 increasing their positions, 172 reducing their positions, and 61 closing their positions.

Holders
473
Holders Change
-15
Holders Change %
-3.07%
% of All Funds
6.88%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
53
Increased
156
Reduced
172
Closed
61
Calls
$605M
Puts
$629M
Net Calls
-$24.2M
Net Calls Change
-$132M

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$407M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$1.46B
4
Bank of America
4
Bank of America
North Carolina
$369M
5
Charles Schwab
5
Charles Schwab
California
$146M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.84B
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$598M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$62.7M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$0
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$958M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.84B 57,771,994 -5,934,346 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.46B 29,323,881 +705,929 +2%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.32B 27,335,619 +1,527,727 +6%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.57B 18,712,589 -220,300 -1%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.46B 17,434,305 +2,367,998 +16%
National Bank of Canada
6
National Bank of Canada
Quebec, Canada
$1.23B 14,761,836 +692,049 +5%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$1.02B 12,114,641 +551,827 +5%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$958M 11,415,977 -1,727,420 -13%
Fidelity International
9
Fidelity International
Bermuda
$802M 9,550,708 -322,627 -3%
Norges Bank
10
Norges Bank
Norway
$725M 8,635,939 +1,273,567 +17%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$684M 8,160,044 -892,065 -10%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$613M 7,312,320 +463,924 +7%
Toronto Dominion Bank
13
Toronto Dominion Bank
Ontario, Canada
$598M 7,128,345 -2,665,770 -27%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506M 5,999,840 +3,863,731 +181%
BGC
15
Beutel, Goodman & Co
Ontario, Canada
$474M 5,648,643 -46,044 -0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
16
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$455M 5,419,567 -139,388 -3%
JFL
17
Jarislowsky, Fraser Ltd
Quebec, Canada
$440M 5,239,662 +1,412,532 +37%
BCIM
18
British Columbia Investment Management
British Columbia, Canada
$407M 4,851,629 +2,816,385 +138%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$392M 4,678,400 -186,224 -4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$371M 4,420,924 +952,301 +27%
Bank of America
21
Bank of America
North Carolina
$369M 4,406,138 +2,357,933 +115%
Legal & General Group
22
Legal & General Group
United Kingdom
$344M 4,096,221 -90,983 -2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$295M 3,519,277 -87,057 -2%
SC
24
Scotia Capital
Ontario, Canada
$286M 3,419,582 +11,020 +0.3%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$286M 3,403,431 +69,111 +2%
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