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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $21.6B invested in Bank of Montreal in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
9.86%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.7%
New
36
Increased
120
Reduced
135
Closed
35
Calls
$116M
Puts
$182M
Net Calls
-$66M
Net Calls Change
-$60.9M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$343M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.8B
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$533M
4
OAC
OMERS Administration Corp
Ontario, Canada
$290M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$40.5M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$761M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$116M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$894M
4
CA
Cortland Advisers
Delaware
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$138M -$3.16M -41,806 -2%
SC
27
Scotia Capital
Ontario, Canada
$137M -$34.7M -459,311 -20%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$130M -$6.74M -89,186 -5%
UBS AM
29
UBS AM
Illinois
$128M +$4.93M +65,346 +4%
Deutsche Bank
30
Deutsche Bank
Germany
$121M +$5.02M +66,366 +4%
AIMCA
31
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$116M -$68.7M -728,045 -37%
AQR Capital Management
32
AQR Capital Management
Connecticut
$113M -$44.1M -582,441 -28%
ETC
33
Evercore Trust Company
New York
$109M -$1.84M -24,244 -2%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$104M +$6.63M +87,800 +7%
CS
35
Credit Suisse
Switzerland
$102M -$8.44M -111,525 -8%
CAM
36
Cidel Asset Management
Ontario, Canada
$97.6M -$2.72M -36,023 -3%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.3M +$1.03M +13,597 +1%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$92.1M +$24.5M +323,290 +36%
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$88.2M +$5.12M +67,642 +6%
Bank of America
40
Bank of America
North Carolina
$83.4M -$7.91M -104,514 -9%
Goldman Sachs
41
Goldman Sachs
New York
$81.3M +$5.55M +73,349 +7%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$73.2M -$2.08M -27,487 -3%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$71.4M +$1.26M +16,660 +2%
Citadel Advisors
44
Citadel Advisors
Florida
$68.7M -$7.05M -93,037 -9%
SRAIM
45
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$67.1M +$18.4M +243,422 +38%
MHI
46
Miller Howard Investments
New York
$66.1M -$1.32M -17,495 -2%
IIM
47
Intact Investment Management
Quebec, Canada
$65.5M +$11.2M +119,200 +21%
Allianz Asset Management
48
Allianz Asset Management
Germany
$62M -$28.4M -376,140 -31%
CCMIC
49
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$59.9M +$461K +6,109 +0.8%
AII
50
AGF Investments Inc
Ontario, Canada
$59.6M -$4.84M -63,988 -8%
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