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Bank of Montreal
BMO

Overview Fund Activity

446 hedge funds and large institutions have $20.7B invested in Bank of Montreal in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 137 increasing their positions, 127 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+16
Holders Change %
+3.72%
% of All Funds
8.81%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.39%
New
64
Increased
137
Reduced
127
Closed
35
Calls
$342M
Puts
$215M
Net Calls
+$128M
Net Calls Change
+$38.6M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
$163M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$837M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$802M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$755M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$144M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$0
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$33.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.3B
5
Russell Investments Group
Russell Investments Group
United Kingdom
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$156M -$39.9M -514,567 -20%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$144M +$43.6M +562,064 +43%
AIMCA
28
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$126M +$621K +8,000 +0.5%
GC
29
Guardian Capital
Ontario, Canada
$118M -$1.35M -17,337 -1%
Goldman Sachs
30
Goldman Sachs
New York
$112M -$5.4M -69,678 -5%
Newport Trust Company
31
Newport Trust Company
District of Columbia
$111M -$47.8K -617 -0%
CS
32
Credit Suisse
Switzerland
$107M +$20.9M +269,547 +24%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$98.4M -$3.37M -43,529 -3%
SEI Investments
34
SEI Investments
Pennsylvania
$98.1M -$1.4M -18,005 -1%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.6M +$83.9K +1,083 +0.1%
Invesco
36
Invesco
Georgia
$92.4M -$7.37M -95,049 -7%
CCMIC
37
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$85.7M +$30.4M +391,594 +55%
CAM
38
Cidel Asset Management
Ontario, Canada
$84.1M +$19.8M +254,900 +31%
National Pension Service
39
National Pension Service
South Korea
$83.5M +$5.14M +51,064 +7%
Bank of America
40
Bank of America
North Carolina
$78.1M +$26.5M +342,419 +51%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$76.6M -$23.4M -301,787 -23%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$74.8M +$39.4M +508,961 +112%
Deutsche Bank
43
Deutsche Bank
Germany
$73.9M +$21.1M +272,340 +40%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$73M +$9.4M +120,629 +15%
Morgan Stanley
45
Morgan Stanley
New York
$72.9M +$12.9M +165,973 +21%
BCIM
46
British Columbia Investment Management
British Columbia, Canada
$69.9M +$19.1M +246,549 +38%
MGIM
47
M&G Investment Management
United Kingdom
$65.2M +$65.2M +838,003 New
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$57.7M -$8.96M -115,500 -13%
Northern Trust
49
Northern Trust
Illinois
$52.8M +$3.8M +49,046 +8%
BONST
50
Bank of Nova Scotia Trust
Ontario, Canada
$49.5M -$153K -1,972 -0.3%
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