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Bank of Montreal
BMO

Overview Fund Activity

428 hedge funds and large institutions have $21.5B invested in Bank of Montreal in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 147 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
9.82%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.67%
New
50
Increased
131
Reduced
147
Closed
49
Calls
$123M
Puts
$173M
Net Calls
-$49.9M
Net Calls Change
+$32.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$151M
3
OAC
OMERS Administration Corp
Ontario, Canada
+$76.7M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$74.4M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$62.8M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$157M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$128M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$91.3M
4
Deutsche Bank
Deutsche Bank
Germany
-$76.3M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$151M +$23.1M +305,795 +18%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$139M +$1M +13,308 +0.7%
AIMCA
28
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$138M -$23.6M -242,200 -15%
Citadel Advisors
29
Citadel Advisors
Florida
$130M +$27.8M +368,404 +27%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$108M +$6.69M +88,686 +7%
Newport Trust Company
31
Newport Trust Company
District of Columbia
$105M -$347K -4,589 -0.3%
CS
32
Credit Suisse
Switzerland
$101M -$4.53M -59,908 -4%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.5M -$734K -9,735 -0.8%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$93.5M +$58.2M +770,429 +164%
CAM
35
Cidel Asset Management
Ontario, Canada
$89.2M -$4.07M -53,905 -4%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$85M +$5.96M +78,976 +8%
Bank of America
37
Bank of America
North Carolina
$80.4M -$3.54M -46,825 -4%
Deutsche Bank
38
Deutsche Bank
Germany
$78.9M -$76.3M -1,010,338 -49%
GMI
39
Greystone Managed Investments
Saskatchewan, Canada
$77.8M +$17.4M +230,093 +29%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$77.4M +$5.51M +72,974 +8%
SRAIM
41
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$74.7M -$264K -3,493 -0.4%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$72.3M -$143K -1,897 -0.2%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$71.4M -$16.7M -220,800 -19%
HAM
44
Highstreet Asset Management
Ontario, Canada
$65.4M -$7.94M -105,064 -11%
LM
45
Lincluden Management
Ontario, Canada
$61.5M +$909K +12,040 +2%
MHI
46
Miller Howard Investments
New York
$59.3M -$1.88M -24,833 -3%
Goldman Sachs
47
Goldman Sachs
New York
$59.3M +$1.02M +13,449 +2%
CCMIC
48
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$57.2M -$163K -2,162 -0.3%
ATN
49
AMF Tjänstepension
Sweden
$55.6M -$1.52M -20,142 -3%
AII
50
AGF Investments Inc
Ontario, Canada
$54.8M -$33.6M -445,240 -38%
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