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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 124 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+15
Holders Change %
+3.42%
% of All Funds
9.82%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.65%
New
54
Increased
124
Reduced
164
Closed
36
Calls
$226M
Puts
$207M
Net Calls
+$19.4M
Net Calls Change
+$63.9M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$682M
2
SEI Investments
SEI Investments
Pennsylvania
$100M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$89.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$95.2M
5
Legal & General Group
Legal & General Group
United Kingdom
$229M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
$0
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$19.3M
3
IIM
Intact Investment Management
Quebec, Canada
$11.3M
4
OAC
OMERS Administration Corp
Ontario, Canada
$208M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$340M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Guardian Capital
Ontario, Canada
$121M -$1.74M -23,241 -1%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$109M +$6.85M +91,566 +7%
Newport Trust Company
28
Newport Trust Company
District of Columbia
$107M +$1.23M +16,424 +1%
Invesco
29
Invesco
Georgia
$102M +$53.7M +717,334 +110%
SEI Investments
30
SEI Investments
Pennsylvania
$100M +$99.4M +1,328,795 +16,816%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$95.2M +$55.6M +742,188 +140%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93M +$645K +8,628 +0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
33
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$89.3M +$4.27M +57,100 +5%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$89.3M +$74.9M +1,000,888 +520%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$88.8M +$1.88M +25,067 +2%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$84.3M -$4.99M -66,821 -6%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$80.7M -$10.7M -143,102 -12%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$78.6M +$340K +4,539 +0.4%
CAM
39
Cidel Asset Management
Ontario, Canada
$69.9M +$665K +8,885 +1%
CS
40
Credit Suisse
Switzerland
$67.3M -$23.1M -308,759 -26%
BCIM
41
British Columbia Investment Management
British Columbia, Canada
$66.9M -$3.85M -51,441 -5%
Fidelity International
42
Fidelity International
Bermuda
$66.8M +$3.72M +49,656 +6%
Two Sigma Investments
43
Two Sigma Investments
New York
$65.8M +$51M +681,395 +344%
Deutsche Bank
44
Deutsche Bank
Germany
$65.5M -$4.11M -54,888 -6%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$63.3M -$12.2M -162,991 -16%
Bank of America
46
Bank of America
North Carolina
$61.1M -$30.5M -407,289 -33%
Goldman Sachs
47
Goldman Sachs
New York
$56.3M -$4.4M -58,767 -7%
Morgan Stanley
48
Morgan Stanley
New York
$55.2M -$22.6M -301,725 -29%
CCMIC
49
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$53.1M +$352K +4,703 +0.7%
APG Asset Management
50
APG Asset Management
Netherlands
$51M +$16.6M +249,200 +48%
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