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Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.6B invested in Bank of Montreal in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 157 reducing their positions, and 44 closing their positions.

Holders
465
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
6.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
39
Increased
158
Reduced
157
Closed
44
Calls
$1.05B
Puts
$1.12B
Net Calls
-$62.7M
Net Calls Change
-$38.5M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$383M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.27B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$133M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$568M
5
VPI
5
Value Partners Investments
Manitoba, Canada
$162M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Fidelity International
2
Fidelity International
Bermuda
$156M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.99B
4
Bank of America
4
Bank of America
North Carolina
$190M
5
BCIM
5
British Columbia Investment Management
British Columbia, Canada
$286M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.99B 55,325,120 -2,446,874 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.7B 29,918,005 +594,124 +2%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.5B 27,692,612 +356,993 +1%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.55B 17,128,157 -1,584,432 -8%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.44B 15,995,447 -1,438,858 -8%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$1.27B 14,024,491 +1,909,850 +16%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$1.24B 13,750,365 -1,011,471 -7%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$955M 10,584,666 -831,311 -7%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$682M 7,565,045 +252,725 +3%
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$667M 7,395,853 +267,508 +4%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$601M 6,628,334 -1,531,710 -19%
JFL
12
Jarislowsky, Fraser Ltd
Quebec, Canada
$568M 6,285,331 +1,045,669 +20%
BGC
13
Beutel, Goodman & Co
Ontario, Canada
$534M 5,912,417 +263,774 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$490M 5,419,567 – –
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$459M 5,090,021 -909,819 -15%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$455M 5,046,721 +625,797 +14%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$433M 4,793,309 +114,909 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$383M 4,249,552 +3,074,389 +262%
Legal & General Group
19
Legal & General Group
United Kingdom
$375M 4,147,304 +51,083 +1%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$321M 3,558,032 +38,755 +1%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$312M 3,453,718 +50,287 +1%
SC
22
Scotia Capital
Ontario, Canada
$310M 3,443,093 +23,511 +0.7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$303M 3,321,849 +307,466 +10%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$300M 3,327,465 +144,252 +5%
BCIM
25
British Columbia Investment Management
British Columbia, Canada
$286M 3,169,608 -1,682,021 -35%
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