BMO icon

Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$744M
3
Newport Trust Company
3
Newport Trust Company
District of Columbia
$112M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$729M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$358M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
ETC
2
Evercore Trust Company
New York
$0
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.94B
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$755M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
Name Market Value Shares Shares
Change 		Shares
Change %
CCMIC
51
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$61.1M 760,750 -32,894 -4%
ATN
52
AMF Tjänstepension
Sweden
$60.7M 756,648 +32,502 +4%
Morgan Stanley
53
Morgan Stanley
New York
$59.7M 746,054 +152,368 +26%
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$58.8M 734,700 +7,071 +1%
Allianz Asset Management
55
Allianz Asset Management
Germany
$56.7M 705,711 -115,576 -14%
BONST
56
Bank of Nova Scotia Trust
Ontario, Canada
$55.4M 692,201 -39,510 -5%
IIM
57
Intact Investment Management
Quebec, Canada
$54M 536,923 -157,600 -23%
STMM
58
South Texas Money Management
Texas
$53.5M 668,387 -19,000 -3%
Axa
59
Axa
France
$47M 587,704 -75,752 -11%
Invesco
60
Invesco
Georgia
$46.2M 577,429 -33,758 -6%
Northern Trust
61
Northern Trust
Illinois
$45.9M 573,775 +14,635 +3%
Geode Capital Management
62
Geode Capital Management
Massachusetts
$44.8M 563,161 +25,639 +5%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$41.6M 518,284 – –
Wells Fargo
64
Wells Fargo
California
$40.8M 510,274 -4,148 -0.8%
UBS Group
65
UBS Group
Switzerland
$39.3M 490,682 -85,945 -15%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M 468,636 -1,921,675 -80%
Korea Investment Corp
67
Korea Investment Corp
South Korea
$33.8M 421,256 +3,876 +0.9%
AG
68
Aperio Group
California
$32.9M 410,700 +7,356 +2%
PPA
69
Parametric Portfolio Associates
Washington
$31.2M 390,413 -11,561 -3%
Stifel Financial
70
Stifel Financial
Missouri
$30.9M 384,373 +347,031 +929%
H
71
Hexavest
Quebec, Canada
$29.8M 371,300 -2,479 -0.7%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$29.6M 370,417 -84,032 -18%
Aviva
73
Aviva
United Kingdom
$28.9M 360,940 -50,930 -12%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$28.8M 358,335 -20,600 -5%
GCA
75
Guardian Capital Advisors
Ontario, Canada
$28.3M 273,600 -904 -0.3%
1 2
3
4 5