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Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $13.6B invested in Bank of Montreal in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-51
Holders Change %
-11.43%
% of All Funds
8.73%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.31%
New
25
Increased
133
Reduced
145
Closed
70
Calls
$278M
Puts
$221M
Net Calls
+$56.4M
Net Calls Change
-$71.1M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$933M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$695M
3
Capital Research Global Investors
Capital Research Global Investors
California
$378M
4
Goldman Sachs
Goldman Sachs
New York
$161M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$133M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$355M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$245M
3
OAC
OMERS Administration Corp
Ontario, Canada
$50.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.73B
5
MSE
MUFG Securities EMEA
United Kingdom
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPI
51
Value Partners Investments
Manitoba, Canada
$38.7M +$6.97M +139,209 +22%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$37.5M +$405K +8,110 +1%
BONST
53
Bank of Nova Scotia Trust
Ontario, Canada
$32.1M -$41K -815 -0.1%
Massachusetts Financial Services
54
Massachusetts Financial Services
Massachusetts
$31.3M -$796K -15,828 -2%
Allianz Asset Management
55
Allianz Asset Management
Germany
$30.4M +$257K +5,150 +0.9%
Northern Trust
56
Northern Trust
Illinois
$27.7M -$6.58M -130,938 -19%
Deutsche Bank
57
Deutsche Bank
Germany
$27.6M -$20.4M -405,010 -42%
LM
58
Lincluden Management
Ontario, Canada
$27.1M -$14.1K -280 -0.1%
AAMU
59
Amundi Asset Management US
Massachusetts
$26.7M +$265K +5,279 +1%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$24.2M +$2.55K +51 +0%
Citigroup
61
Citigroup
New York
$22.5M +$6.07M +121,638 +37%
APG Asset Management
62
APG Asset Management
Netherlands
$21.9M +$10.3M +207,170 +89%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$21.7M – – –
BCIM
64
British Columbia Investment Management
British Columbia, Canada
$21.4M -$24.1M -476,829 -53%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$17.9M +$7.63M +152,660 +74%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$17.4M -$3.74M -74,419 -18%
ATN
67
AMF Tjänstepension
Sweden
$17.3M -$3.27M -65,497 -16%
PPA
68
Parametric Portfolio Associates
Washington
$17M -$1.69M -33,583 -9%
Korea Investment Corp
69
Korea Investment Corp
South Korea
$16.1M +$1.42M +28,471 +10%
Wells Fargo
70
Wells Fargo
California
$13.6M -$439K -8,730 -3%
IMPI
71
Ilmarinen Mutual Pension Insurance
Finland
$13.4M – – –
GCA
72
Guardian Capital Advisors
Ontario, Canada
$13.2M +$711K +15,274 +6%
AG
73
Aperio Group
California
$13.1M -$5.34M -106,167 -29%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$13.1M -$2.96M -59,300 -18%
PAMU
75
Pictet Asset Management (UK)
United Kingdom
$12.5M +$509K +10,200 +4%
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