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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24B invested in Bank of Montreal in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+14
Holders Change %
+3.19%
% of All Funds
10.37%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
47
Increased
138
Reduced
158
Closed
30
Calls
$260M
Puts
$273M
Net Calls
-$13M
Net Calls Change
-$34.1M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$396M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.39B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.58B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87.3M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$586M

Top Sellers

1
UBS AM
UBS AM
Illinois
$39.9K
2
TD Asset Management
TD Asset Management
Ontario, Canada
$1.81B
3
OAC
OMERS Administration Corp
Ontario, Canada
$412M
4
Canada Life
Canada Life
Manitoba, Canada
$480M
5
Renaissance Technologies
Renaissance Technologies
New York
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
51
Northern Trust
Illinois
$54.2M +$2.7M +32,688 +5%
STMM
52
South Texas Money Management
Texas
$53.7M +$206K +2,500 +0.4%
Geode Capital Management
53
Geode Capital Management
Massachusetts
$53.6M +$5.18M +63,211 +11%
Invesco
54
Invesco
Georgia
$51.6M +$738K +8,939 +1%
SO
55
STRS Ohio
Ohio
$51.5M +$37M +448,600 +255%
LM
56
Lincluden Management
Ontario, Canada
$50.9M -$12.5M -153,860 -20%
GMI
57
Greystone Managed Investments
Saskatchewan, Canada
$50.5M -$26.2M -318,227 -34%
AllianceBernstein
58
AllianceBernstein
Tennessee
$49.9M +$962K +11,662 +2%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$48.8M +$28.6M +346,910 +142%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$48.5M -$11.6M -141,324 -19%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$45.9M -$420K -5,094 -0.9%
Allianz Asset Management
62
Allianz Asset Management
Germany
$43.2M +$4.09M +49,598 +10%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$42M – – –
SRAIM
64
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$41M -$37.2M -451,137 -48%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$39.9M -$22.6M -273,740 -36%
Axa
66
Axa
France
$39.5M -$107K -1,300 -0.3%
Schroder Investment Management Group
67
Schroder Investment Management Group
United Kingdom
$38.8M +$12.8M +119,991 +49%
Renaissance Technologies
68
Renaissance Technologies
New York
$37.5M -$37.6M -455,100 -50%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$37.2M -$82.5K -1,000 -0.2%
AQR Capital Management
70
AQR Capital Management
Connecticut
$36.9M +$500K +6,089 +1%
AAMU
71
Amundi Asset Management US
Massachusetts
$36.9M +$6.57M +79,560 +22%
AG
72
Aperio Group
California
$34.6M +$1.14M +13,866 +3%
UBS Group
73
UBS Group
Switzerland
$34.2M -$6.55M -79,354 -16%
PAM
74
Panagora Asset Management
Massachusetts
$33M +$31.3M +379,138 +1,873%
AII
75
AGF Investments Inc
Ontario, Canada
$31.7M -$3.54M -42,912 -10%
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