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Bank of Montreal
BMO

Overview Fund Activity

446 hedge funds and large institutions have $20.7B invested in Bank of Montreal in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 137 increasing their positions, 127 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+16
Holders Change %
+3.72%
% of All Funds
8.81%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.39%
New
64
Increased
137
Reduced
127
Closed
35
Calls
$342M
Puts
$215M
Net Calls
+$128M
Net Calls Change
+$38.6M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
$163M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$837M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$802M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$755M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$144M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$0
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$33.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.3B
5
Russell Investments Group
Russell Investments Group
United Kingdom
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Massachusetts Financial Services
51
Massachusetts Financial Services
Massachusetts
$49.5M -$13.9M -178,952 -22%
VPI
52
Value Partners Investments
Manitoba, Canada
$49M +$49M +632,873 New
Fidelity International
53
Fidelity International
Bermuda
$48.9M +$926K +11,949 +2%
State of Tennessee, Department of Treasury
54
State of Tennessee, Department of Treasury
Tennessee
$48.9M – – –
First Trust Advisors
55
First Trust Advisors
Illinois
$48.2M +$5.2M +67,058 +12%
Allianz Asset Management
56
Allianz Asset Management
Germany
$46.8M +$2M +25,765 +4%
LM
57
Lincluden Management
Ontario, Canada
$41.6M -$814K -10,500 -2%
AAMU
58
Amundi Asset Management US
Massachusetts
$40.7M +$2.38M +30,711 +6%
H
59
Hexavest
Quebec, Canada
$40.6M +$35.3M +455,477 +670%
Man Group
60
Man Group
United Kingdom
$35.6M -$11.1M -143,591 -24%
Renaissance Technologies
61
Renaissance Technologies
New York
$34.9M +$10.6M +137,255 +44%
Canada Pension Plan Investment Board
62
Canada Pension Plan Investment Board
Ontario, Canada
$33.8M -$228M -2,936,399 -87%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$32.6M -$8.4M -108,404 -21%
ATN
64
AMF Tjänstepension
Sweden
$32M +$437K +5,628 +1%
AII
65
AGF Investments Inc
Ontario, Canada
$30.4M – – –
PPA
66
Parametric Portfolio Associates
Washington
$28.8M +$1.31M +16,839 +5%
AG
67
Aperio Group
California
$28.5M +$3.53M +45,572 +14%
GCA
68
Guardian Capital Advisors
Ontario, Canada
$27.2M -$374K -3,682 -1%
Citigroup
69
Citigroup
New York
$25.6M -$482K -6,215 -2%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$25M +$6.9M +88,888 +38%
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$23M +$8.57M +110,500 +60%
Korea Investment Corp
72
Korea Investment Corp
South Korea
$22.8M +$6.01M +77,400 +36%
Wells Fargo
73
Wells Fargo
California
$21.7M -$354K -4,568 -2%
IMPI
74
Ilmarinen Mutual Pension Insurance
Finland
$20.9M -$1.12M -14,500 -5%
PAMU
75
Pictet Asset Management (UK)
United Kingdom
$18.6M -$799K -10,300 -4%
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