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Bank of Montreal
BMO

Overview Fund Activity

430 hedge funds and large institutions have $20.3B invested in Bank of Montreal in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 138 reducing their positions, and 46 closing their positions.

Holders
430
Holders Change
-13
Holders Change %
-2.93%
% of All Funds
9.44%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.42%
New
37
Increased
140
Reduced
138
Closed
46
Calls
$366M
Puts
$277M
Net Calls
+$89M
Net Calls Change
+$82.1M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$563M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$825M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$203M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.19B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$248M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$672M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.06B
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$0
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$229M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$413M
Name Market Value Shares Shares
Change 		Shares
Change %
IIM
51
Intact Investment Management
Quebec, Canada
$50.1M 514,000 +374,700 +269%
Bank of America
52
Bank of America
North Carolina
$49M 664,955 -109,501 -14%
BCIM
53
British Columbia Investment Management
British Columbia, Canada
$48.3M 654,759 +27,831 +4%
State of Tennessee, Department of Treasury
54
State of Tennessee, Department of Treasury
Tennessee
$47.4M 485,683 – –
BONST
55
Bank of Nova Scotia Trust
Ontario, Canada
$47.3M 641,247 -1,003 -0.2%
Northern Trust
56
Northern Trust
Illinois
$46.6M 632,226 -12,591 -2%
Fidelity International
57
Fidelity International
Bermuda
$45.6M 618,963 -65,194 -10%
GMI
58
Greystone Managed Investments
Saskatchewan, Canada
$45M 610,894 +17,687 +3%
Man Group
59
Man Group
United Kingdom
$44.4M 602,582 +171,408 +40%
Allianz Asset Management
60
Allianz Asset Management
Germany
$42.6M 577,866 +9,770 +2%
First Trust Advisors
61
First Trust Advisors
Illinois
$40.9M 555,095 +109,199 +24%
LM
62
Lincluden Management
Ontario, Canada
$40.3M 547,684 -25,840 -5%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$39M 528,487 -107,594 -17%
AAMU
64
Amundi Asset Management US
Massachusetts
$36.5M 494,516 +4,558 +0.9%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$33.6M 456,458 -364,738 -44%
ATN
66
AMF Tjänstepension
Sweden
$30M 406,462 -15,217 -4%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$29.6M 302,887 -29,117 -9%
AII
68
AGF Investments Inc
Ontario, Canada
$28.9M 392,419 +17,717 +5%
PPA
69
Parametric Portfolio Associates
Washington
$26.2M 354,643 +7,260 +2%
UBS Group
70
UBS Group
Switzerland
$25.8M 349,658 +141,359 +68%
GCA
71
Guardian Capital Advisors
Ontario, Canada
$25.7M 271,678 +3,065 +1%
Citigroup
72
Citigroup
New York
$24.7M 335,738 -32,335 -9%
AG
73
Aperio Group
California
$23.7M 321,821 -7,048 -2%
Axa
74
Axa
France
$23.2M 314,557 +51,153 +19%
Renaissance Technologies
75
Renaissance Technologies
New York
$23.1M 313,445 -135,505 -30%
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