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Bank of Montreal (BMO)

Serving customers for 200 years and counting, Bank of Montreal (BMO) is a highly diversified financial services provider - the 8th largest bank, by assets, in North America. With total assets of $973 billionas of January 31, 2021, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.

Company profile

Ticker
BMO, FNGD, BNKU, FNGO, NRGD, BNKD, FLYD, NRGU, BULZ, FNGU, OILD, FNGS, BERZ, OILU, FLYU, GDXD, GDXU
Exchange
Website
CEO
William Downe
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
SEC advisor number
801-64847
Address
Bank of Montreal
1 FIRST CANADIAN PLACE
TORONTO
A6 M5X 1A1
Phone
4168677191

BMO stock data

Investment data

Data from SEC filings
Top 50 of 3422 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
$28.22B 16.08M
$14.33B 28.66M
$6.82B 65.95M
$5.32B 78.89M
$3.7B 13.7M
$3.55B 58.79M
$2.98B 69.99M
$2.83B 7.38M
$2.71B 50.45M
$2.6B 9.3M
$2.57B 47.79M
$2.34B 5.93M
$2.29B 50.71M
$2.18B 22.46M
$1.83B 34.54M
$1.8B 819.47K
$1.72B 30.84M
$1.71B 14.88M
$1.52B 663.08K
$1.45B 1.33M
$1.45B 8.37M
$1.41B 81.32M
$1.33B 18.71M
$1.26B 33.37M
$1.14B 6.26M
$1.09B 2.15M
$1.04B 2.16M
$1.04B 8.38M
$1.02B 5.17M
$1.01B 20.82M
$994.13M 2.88M
$978.38M 20.44M
$977.54M 43.47M
$964.67M 11.14M
$964.29M 3.25M
$885.22M 7.15M
$882.6M 24.11M
$881.01M 22.44M
$843.97M 2.56M
$819.76M 4.43M
$796.25M 2.75M
$685.26M 2.34M
$672.43M 4.84M
$658.58M 13.56M
$655.47M 20.11M
$654.89M 12.63M
$640.68M 2.31M
$639.24M 2.02M
$613.64M 1.58M
$608.75M 3.47M
Holdings list only includes long positions. Only includes long positions.

Calendar

3 Dec 21
19 Aug 22
31 Oct 22
Quarter (USD) Oct 21 Oct 20 Oct 19 Oct 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Oct 21 Oct 20 Oct 19 Oct 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
13F holders Current Prev Q Change
Total holders 459 485 -5.4%
Opened positions 49 67 -26.9%
Closed positions 75 58 +29.3%
Increased positions 161 166 -3.0%
Reduced positions 131 131
13F shares Current Prev Q Change
Total value 27.87B 32.93B -15.4%
Total shares 280.28M 279.39M +0.3%
Total puts 4.75M 4.59M +3.4%
Total calls 3.14M 3.07M +2.4%
Total put/call ratio 1.5 1.5 +0.9%
Largest owners Shares Value Change
RY Royal Bank Of Canada 64.15M $6.17B +7.4%
Vanguard 22.49M $2.16B +0.1%
BMO Bank of Montreal 22.46M $2.18B +3.7%
TD Asset Management 15.26M $1.46B +0.4%
BNS Bank Of Nova Scotia 11.78M $1.13B -8.1%
CIBC World Markets 11.39M $1.1B +0.8%
MKFCF Mackenzie Financial 11.29M $1.09B -1.2%
FIL 9.35M $899.18M +3.4%
CIBC Asset Management 8.78M $844.03M +26.2%
TD Toronto Dominion Bank 7.77M $747.39M +6.7%
Largest transactions Shares Bought/sold Change
RY Royal Bank Of Canada 64.15M +4.42M +7.4%
LGEN Legal & General 0 -4.01M EXIT
CIBC Asset Management 8.78M +1.82M +26.2%
GS Goldman Sachs 2.99M +1.6M +114.7%
Canada Pension Plan Investment Board 1.53M -1.55M -50.4%
BNS Bank Of Nova Scotia 11.78M -1.03M -8.1%
Marshall Wace 52.2K -895.92K -94.5%
GCG Guardian Capital 2.69M -835.21K -23.7%
BMO Bank of Montreal 22.46M +811.25K +3.7%
Manufacturers Life Insurance Company, The 3.1M +751.12K +32.0%

Content analysis

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Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. freshman Avg
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Proxies
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