BMO icon

Bank of Montreal
BMO

Overview Fund Activity

428 hedge funds and large institutions have $21.5B invested in Bank of Montreal in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 147 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
9.82%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.67%
New
50
Increased
131
Reduced
147
Closed
49
Calls
$123M
Puts
$173M
Net Calls
-$49.9M
Net Calls Change
+$32.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$298M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.38B
3
OAC
OMERS Administration Corp
Ontario, Canada
$414M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$773M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$938M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$176M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$560M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$937M
4
Deutsche Bank
Deutsche Bank
Germany
$78.9M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$640M
Name Holding Trade Value Shares
Change 		Shares
Change %
BONST
51
Bank of Nova Scotia Trust
Ontario, Canada
$52.3M -$22.2K -294 -0%
Morgan Stanley
52
Morgan Stanley
New York
$51.3M -$5.03M -66,579 -9%
STMM
53
South Texas Money Management
Texas
$50M -$553K -7,315 -1%
IIM
54
Intact Investment Management
Quebec, Canada
$48.3M -$3.96M -40,700 -8%
Invesco
55
Invesco
Georgia
$47.4M +$3.79M +50,190 +9%
Allianz Asset Management
56
Allianz Asset Management
Germany
$45.5M -$7.73M -102,450 -15%
Geode Capital Management
57
Geode Capital Management
Massachusetts
$45.4M +$3.19M +42,541 +8%
AllianceBernstein
58
AllianceBernstein
Tennessee
$45.2M +$23.7M +313,249 +110%
Northern Trust
59
Northern Trust
Illinois
$44.6M +$1.29M +17,017 +3%
SI
60
Sentry Investments
Ontario, Canada
$41.6M +$17.5M +180,200 +73%
PIC
61
PCJ Investment Counsel
Ontario, Canada
$41.3M -$18.2M -241,553 -31%
AQR Capital Management
62
AQR Capital Management
Connecticut
$39.5M -$35.9M -476,041 -48%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$38.8M +$11.7M +155,198 +43%
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$38.5M -$628K -8,325 -2%
Axa
65
Axa
France
$36.9M -$7.53M -99,600 -17%
Renaissance Technologies
66
Renaissance Technologies
New York
$36.2M -$32.6M -431,600 -47%
Wells Fargo
67
Wells Fargo
California
$36M -$2.52M -33,293 -7%
UBS Group
68
UBS Group
Switzerland
$35.7M -$1.34M -17,699 -4%
AAMU
69
Amundi Asset Management US
Massachusetts
$33.6M +$21.2M +280,093 +170%
AG
70
Aperio Group
California
$32.3M +$1.3M +17,261 +4%
Korea Investment Corp
71
Korea Investment Corp
South Korea
$29.8M -$1.99M -26,340 -6%
Stifel Financial
72
Stifel Financial
Missouri
$29.1M +$39.6K +523 +0.1%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$27.5M -$457K -6,044 -2%
GCA
74
Guardian Capital Advisors
Ontario, Canada
$25.3M -$372K -3,957 -1%
Aviva
75
Aviva
United Kingdom
$25M -$2.18M -28,942 -8%
1 2
3
4 5