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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
Capital Research Global Investors
California
$534M
5
Ameriprise
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Scotia Capital
Ontario, Canada
$167M +$55.7M +758,940 +50%
AQR Capital Management
27
AQR Capital Management
Connecticut
$152M -$22.1M -301,462 -13%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$137M +$44.9K +613 +0%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$133M -$5.67M -77,246 -4%
UBS AM
30
UBS AM
Illinois
$120M -$2.49M -34,022 -2%
1832 Asset Management
31
1832 Asset Management
Ontario, Canada
$114M -$68.3M -929,139 -37%
Deutsche Bank
32
Deutsche Bank
Germany
$112M +$18.2M +247,512 +19%
ETC
33
Evercore Trust Company
New York
$108M -$1.3M -17,724 -1%
CS
34
Credit Suisse
Switzerland
$108M -$11.8M -160,386 -10%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$103M +$57M +776,318 +123%
CAM
36
Cidel Asset Management
Ontario, Canada
$97.5M +$5.7M +77,675 +6%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M +$94M +1,282,000 +13,360%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.6M +$64.5K +879 +0.1%
Bank of America
39
Bank of America
North Carolina
$88.6M -$1.63M -22,208 -2%
Allianz Asset Management
40
Allianz Asset Management
Germany
$88M -$20.8M -283,040 -19%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$80.5M +$5.21M +71,132 +7%
Goldman Sachs
42
Goldman Sachs
New York
$73.5M -$7.61M -103,618 -9%
Citadel Advisors
43
Citadel Advisors
Florida
$73.5M +$59.8M +814,762 +439%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$73.1M -$266K -3,622 -0.4%
PIC
45
PCJ Investment Counsel
Ontario, Canada
$70.1M -$21.5M -292,905 -23%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$68M -$9.39M -127,827 -12%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$65.6M -$46.5M -633,810 -41%
MHI
48
Miller Howard Investments
New York
$65.4M +$10.6M +143,813 +19%
AII
49
AGF Investments Inc
Ontario, Canada
$62.6M -$10.9M -147,823 -15%
CCMIC
50
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$57.8M +$269K +3,662 +0.5%
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