BMO icon

Bank of Montreal
BMO

Overview Fund Activity

439 hedge funds and large institutions have $22B invested in Bank of Montreal in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 121 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+11
Holders Change %
+2.57%
% of All Funds
10.06%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.76%
New
47
Increased
121
Reduced
161
Closed
31
Calls
$231M
Puts
$210M
Net Calls
+$21.1M
Net Calls Change
+$70.9M

Top Buyers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
$485M
2
Fidelity International
Fidelity International
Bermuda
$213M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$845M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$252M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.99B

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$502M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$47.3M
3
Citadel Advisors
Citadel Advisors
Florida
$17.8M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$858M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
BONST
51
Bank of Nova Scotia Trust
Ontario, Canada
$53.7M +$216K +2,797 +0.4%
STMM
52
South Texas Money Management
Texas
$50.1M -$985K -12,748 -2%
Northern Trust
53
Northern Trust
Illinois
$48.2M +$2.54M +32,816 +6%
Invesco
54
Invesco
Georgia
$47.6M -$906K -11,730 -2%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$47.3M -$257M -3,327,745 -84%
Morgan Stanley
56
Morgan Stanley
New York
$46.8M -$5.7M -73,751 -11%
AllianceBernstein
57
AllianceBernstein
Tennessee
$45.8M -$375K -4,849 -0.8%
Geode Capital Management
58
Geode Capital Management
Massachusetts
$45.3M -$1.19M -15,552 -3%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$43.4M +$3.76M +48,734 +9%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$39.4M – – –
Man Group
61
Man Group
United Kingdom
$38.8M +$25.6M +331,400 +194%
UBS Group
62
UBS Group
Switzerland
$38.2M +$1.62M +20,924 +4%
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$37.8M +$37.8M +488,932 New
Axa
64
Axa
France
$37.1M -$595K -7,700 -2%
Allianz Asset Management
65
Allianz Asset Management
Germany
$36.7M -$9.9M -128,147 -21%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$34.9M +$14.7M +190,819 +73%
AQR Capital Management
67
AQR Capital Management
Connecticut
$34.2M -$6.23M -80,663 -15%
AII
68
AGF Investments Inc
Ontario, Canada
$33M -$23M -297,908 -41%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$32.8M +$4.65M +60,224 +17%
AG
70
Aperio Group
California
$31.3M -$1.79M -23,188 -5%
Stifel Financial
71
Stifel Financial
Missouri
$29.5M -$194K -2,513 -0.7%
AAMU
72
Amundi Asset Management US
Massachusetts
$28.4M -$6M -77,641 -17%
GCA
73
Guardian Capital Advisors
Ontario, Canada
$28M +$340K +3,318 +1%
Korea Investment Corp
74
Korea Investment Corp
South Korea
$27.3M -$3.21M -41,500 -11%
Grantham, Mayo, Van Otterloo & Co (GMO)
75
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.4M +$26.4M +342,000 New
1 2
3
4 5