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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $13.6B invested in Bank of Montreal in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-51
Holders Change %
-11.43%
% of All Funds
8.73%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.31%
New
25
Increased
133
Reduced
145
Closed
70
Calls
$278M
Puts
$221M
Net Calls
+$56.4M
Net Calls Change
-$71.1M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$933M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$695M
3
Capital Research Global Investors
Capital Research Global Investors
California
$378M
4
Goldman Sachs
Goldman Sachs
New York
$161M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$133M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$355M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$245M
3
OAC
OMERS Administration Corp
Ontario, Canada
$50.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.73B
5
MSE
MUFG Securities EMEA
United Kingdom
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$100M -$1.02M -20,363 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
27
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$77.9M -$30.1M -596,399 -28%
IIM
28
Intact Investment Management
Quebec, Canada
$77.9M +$68M +959,700 +686%
1832 Asset Management
29
1832 Asset Management
Ontario, Canada
$77M -$36.5M -732,384 -32%
Newport Trust Company
30
Newport Trust Company
District of Columbia
$75.6M +$3.83M +76,209 +5%
CS
31
Credit Suisse
Switzerland
$74.7M +$5.02M +99,816 +7%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.4M +$13.9M +276,341 +23%
CCMIC
33
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$67.4M +$11.9M +236,171 +21%
Bank of America
34
Bank of America
North Carolina
$63.5M +$12.9M +256,934 +26%
SEI Investments
35
SEI Investments
Pennsylvania
$63M -$597K -11,883 -0.9%
AIMCA
36
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$62.4M -$18.8M -376,875 -23%
CAM
37
Cidel Asset Management
Ontario, Canada
$61.4M +$7.26M +145,443 +13%
Invesco
38
Invesco
Georgia
$61.3M +$1.36M +27,106 +2%
Morgan Stanley
39
Morgan Stanley
New York
$60.8M +$13.6M +270,146 +29%
National Pension Service
40
National Pension Service
South Korea
$59.8M +$845K +11,890 +1%
MSE
41
MUFG Securities EMEA
United Kingdom
$58.3M -$47.2M -940,000 -45%
Marshall Wace
42
Marshall Wace
United Kingdom
$53.5M +$53.5M +1,072,183 New
Geode Capital Management
43
Geode Capital Management
Massachusetts
$52.6M +$4.7M +91,941 +10%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$50.6M +$954K +18,978 +2%
OAC
45
OMERS Administration Corp
Ontario, Canada
$50.4M -$69.5M -1,391,615 -58%
Fidelity International
46
Fidelity International
Bermuda
$50.3M +$18.4M +364,979 +58%
AII
47
AGF Investments Inc
Ontario, Canada
$49.4M +$29.6M +586,852 +150%
MGIM
48
M&G Investment Management
United Kingdom
$45.2M +$2.88M +56,972 +7%
First Trust Advisors
49
First Trust Advisors
Illinois
$43.6M +$12.3M +245,156 +39%
Citadel Advisors
50
Citadel Advisors
Florida
$40.3M +$38.9M +771,953 +2,786%
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