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Bank of Montreal
BMO

Overview Fund Activity

430 hedge funds and large institutions have $20.3B invested in Bank of Montreal in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 138 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-13
Holders Change %
-2.93%
% of All Funds
9.44%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.42%
New
37
Increased
140
Reduced
138
Closed
46
Calls
$366M
Puts
$277M
Net Calls
+$89M
Net Calls Change
+$82.1M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$563M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$825M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$203M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.19B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$248M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$672M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$1.06B
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$229M
5
Capital Research Global Investors
Capital Research Global Investors
California
$413M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M +$38.7M +524,056 +33%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$144M +$20.6M +278,708 +17%
AIMCA
28
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$119M +$58.6M +795,400 +97%
GC
29
Guardian Capital
Ontario, Canada
$114M +$475K +6,443 +0.4%
Goldman Sachs
30
Goldman Sachs
New York
$112M +$32.3M +437,841 +40%
Newport Trust Company
31
Newport Trust Company
District of Columbia
$105M +$1.48M +20,001 +1%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$96.7M +$18.9M +257,070 +24%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$95.5M +$8.14M +110,456 +9%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$95.1M +$4.13M +56,049 +5%
Invesco
35
Invesco
Georgia
$94.9M -$9.59M -130,056 -9%
SEI Investments
36
SEI Investments
Pennsylvania
$94.7M -$2.51M -34,019 -3%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88.8M +$121K +1,645 +0.1%
CS
38
Credit Suisse
Switzerland
$82.3M +$7.46M +101,144 +10%
National Pension Service
39
National Pension Service
South Korea
$76M +$3.54M +36,302 +5%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$72.8M -$9.56M -129,715 -12%
PP
41
Prudential plc
United Kingdom
$65.7M +$120K +1,619 +0.2%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$63.3M +$14.9M +201,936 +31%
CAM
43
Cidel Asset Management
Ontario, Canada
$61.1M +$359K +4,870 +0.6%
Two Sigma Investments
44
Two Sigma Investments
New York
$60.9M -$17.7M -240,602 -23%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$60.6M +$8.31M +111,920 +16%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$60.3M +$515K +6,979 +0.9%
MSE
47
MUFG Securities EMEA
United Kingdom
$57.2M -$21.9M -297,423 -28%
Morgan Stanley
48
Morgan Stanley
New York
$57.1M -$19.8M -269,070 -26%
CCMIC
49
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$52.5M +$447K +6,063 +0.9%
Deutsche Bank
50
Deutsche Bank
Germany
$50.2M -$29.3M -397,378 -37%
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