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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$534M
5
Ameriprise
5
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$54.8M -$11.7M -158,700 -18%
IIM
52
Intact Investment Management
Quebec, Canada
$54.8M +$28.3M +296,840 +107%
BONST
53
Bank of Nova Scotia Trust
Ontario, Canada
$54.7M -$1.86M -25,278 -3%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$52.8M +$17.8M +241,812 +51%
Axa
55
Axa
France
$52M -$8.89M -121,000 -15%
CA
56
Cortland Advisers
Delaware
$51.6M -$2.03M -27,621 -4%
LM
57
Lincluden Management
Ontario, Canada
$51.3M +$4.07M +53,837 +9%
STMM
58
South Texas Money Management
Texas
$50.3M +$953K +12,978 +2%
SRAIM
59
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$47.3M +$47.3M +644,663 New
ATN
60
AMF Tjänstepension
Sweden
$46.6M – – –
Invesco
61
Invesco
Georgia
$46.1M +$1.84M +25,092 +4%
HAM
62
Highstreet Asset Management
Ontario, Canada
$45.9M +$37.8M +514,130 +467%
UBS Group
63
UBS Group
Switzerland
$44M +$8.18M +111,401 +23%
Morgan Stanley
64
Morgan Stanley
New York
$42.4M -$25.2M -342,741 -37%
Northern Trust
65
Northern Trust
Illinois
$41.1M -$763K -10,391 -2%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$39.2M – – –
GMI
67
Greystone Managed Investments
Saskatchewan, Canada
$39M -$4.08M -55,692 -9%
Wells Fargo
68
Wells Fargo
California
$38.8M +$4.9M +66,666 +14%
APG Asset Management
69
APG Asset Management
Netherlands
$34.9M – – –
Korea Investment Corp
70
Korea Investment Corp
South Korea
$33.7M -$424K -5,789 -1%
Aviva
71
Aviva
United Kingdom
$30M +$704K +9,600 +2%
VRS
72
Virginia Retirement Systems
Virginia
$29.8M -$4.38M -59,800 -13%
AG
73
Aperio Group
California
$28.9M +$1.43M +19,472 +5%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$27.5M -$1.33M -18,100 -5%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$27.4M -$4.82M -65,683 -15%
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