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Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$744M
3
Newport Trust Company
3
Newport Trust Company
District of Columbia
$112M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$729M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$358M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
ETC
2
Evercore Trust Company
New York
$0
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.94B
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$755M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Scotia Capital
Ontario, Canada
$150M 1,870,159 +58,272 +3%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$147M 1,833,317 +6,822 +0.4%
UBS AM
28
UBS AM
Illinois
$136M 1,699,356 +767 +0%
Newport Trust Company
29
Newport Trust Company
District of Columbia
$112M 1,397,440 +1,397,440 New
CS
30
Credit Suisse
Switzerland
$112M 1,394,297 +41,780 +3%
Citadel Advisors
31
Citadel Advisors
Florida
$108M 1,348,939 +441,566 +49%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$107M 1,340,070 -383,536 -22%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104M 1,289,980 -193 -0%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$103M 1,281,100 +64,190 +5%
CAM
35
Cidel Asset Management
Ontario, Canada
$98.9M 1,236,101 -57,252 -4%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$93.7M 1,167,326 -212,070 -15%
AII
37
AGF Investments Inc
Ontario, Canada
$93.7M 1,170,525 +382,363 +49%
Bank of America
38
Bank of America
North Carolina
$88.8M 1,110,194 +8,067 +0.7%
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$84.2M 1,048,300 -118,154 -10%
AQR Capital Management
40
AQR Capital Management
Connecticut
$80.3M 999,863 -494,361 -33%
SRAIM
41
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$79.7M 993,101 +105,016 +12%
HAM
42
Highstreet Asset Management
Ontario, Canada
$77.7M 970,938 +246,404 +34%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$76.7M 958,727 +15,476 +2%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$76.1M 950,727 -16,578 -2%
Renaissance Technologies
45
Renaissance Technologies
New York
$73M 911,095 +263,900 +41%
LM
46
Lincluden Management
Ontario, Canada
$65.8M 802,223 +42,680 +6%
MHI
47
Miller Howard Investments
New York
$64.8M 810,084 -63,047 -7%
GMI
48
Greystone Managed Investments
Saskatchewan, Canada
$64.2M 800,159 +178,848 +29%
PIC
49
PCJ Investment Counsel
Ontario, Canada
$63.3M 788,811 +2,790 +0.4%
Goldman Sachs
50
Goldman Sachs
New York
$61.7M 771,180 -302,930 -28%
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