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Bank of Montreal
BMO

Overview Fund Activity

438 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 131 increasing their positions, 157 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
-15
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.62%
New
53
Increased
131
Reduced
157
Closed
65
Calls
$224M
Puts
$268M
Net Calls
-$44.5M
Net Calls Change
-$31.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.55B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$527M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$61.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.15B
5
IIM
Intact Investment Management
Quebec, Canada
$69.2M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$117M
2
Fidelity International
Fidelity International
Bermuda
$55.1M
3
GC
Guardian Capital
Ontario, Canada
$107M
4
OAC
OMERS Administration Corp
Ontario, Canada
$227M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Scotia Capital
Ontario, Canada
$141M +$6.39M +97,879 +5%
AIMCA
27
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$122M -$58.2M -652,000 -32%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$117M -$197M -3,017,678 -63%
GC
29
Guardian Capital
Ontario, Canada
$107M -$113M -1,727,357 -51%
Newport Trust Company
30
Newport Trust Company
District of Columbia
$92.1M +$4.49M +68,640 +5%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$89.3M +$20.1M +308,178 +29%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.7M -$579K -8,872 -0.7%
Bank of America
33
Bank of America
North Carolina
$80M +$21M +321,319 +36%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$79.8M +$1.66M +25,437 +2%
CS
35
Credit Suisse
Switzerland
$79M +$805K +12,321 +1%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$78M +$1.54M +23,583 +2%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$75.9M +$2.93M +44,778 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$74.2M +$19M +291,400 +34%
Renaissance Technologies
39
Renaissance Technologies
New York
$71.1M +$41.4M +633,150 +139%
IIM
40
Intact Investment Management
Quebec, Canada
$69.2M +$44M +493,500 +174%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$68.5M -$3.06M -46,734 -4%
Morgan Stanley
42
Morgan Stanley
New York
$68M +$9.14M +139,920 +16%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$66M -$1.84M -28,209 -3%
BCIM
44
British Columbia Investment Management
British Columbia, Canada
$61.7M +$58.1M +888,950 +1,578%
Deutsche Bank
45
Deutsche Bank
Germany
$60.8M -$4.22M -64,536 -6%
CAM
46
Cidel Asset Management
Ontario, Canada
$60.4M -$20.6M -315,972 -25%
Fidelity International
47
Fidelity International
Bermuda
$55.1M -$163M -2,499,008 -75%
Goldman Sachs
48
Goldman Sachs
New York
$53M -$15.5M -236,564 -23%
Geode Capital Management
49
Geode Capital Management
Massachusetts
$48.4M +$5.64M +86,282 +13%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$47.3M +$15.6M +239,575 +49%
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