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Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$744M
3
Newport Trust Company
3
Newport Trust Company
District of Columbia
$112M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$729M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$358M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
ETC
2
Evercore Trust Company
New York
$0
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.94B
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$755M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$27M 336,075 -31,160 -8%
ST
77
Sabal Trust
Florida
$26.1M 326,076 -1,085 -0.3%
SI
78
Sentry Investments
Ontario, Canada
$24.8M 247,000 +247,000 New
TAM
79
Taylor Asset Management
Ontario, Canada
$23M 284,800 – –
AllianceBernstein
80
AllianceBernstein
Tennessee
$22.8M 285,042 -1,130 -0.4%
First Trust Advisors
81
First Trust Advisors
Illinois
$22.2M 277,685 +10,221 +4%
TAM
82
Todd Asset Management
Kentucky
$22.2M 277,400 -9,200 -3%
SAM
83
Shell Asset Management
Netherlands
$20.5M 255,615 +1,400 +0.6%
ACI
84
AMP Capital Investors
Australia
$20.2M 251,255 -24,524 -9%
Two Sigma Advisers
85
Two Sigma Advisers
New York
$19.9M 247,581 -28,800 -10%
AAF
86
Andra AP-fonden
Sweden
$19M 188,394 -19,106 -9%
JFL
87
Jarislowsky, Fraser Ltd
Quebec, Canada
$18.2M 226,466 -12,272 -5%
DJSG
88
D.J. St. Germain
Massachusetts
$17.8M 222,364 -4,120 -2%
MC
89
Martin Currie
United Kingdom
$17.4M 219,400 – –
GIBU
90
Gulf International Bank (UK)
United Kingdom
$16.5M 206,115 -3,000 -1%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$15.3M 191,267 +191,267 New
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$15.3M 191,000 – –
APG Asset Management
93
APG Asset Management
Netherlands
$14.6M 219,030 -100 -0%
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$14.4M 143,138 +10,979 +8%
AAMU
95
Amundi Asset Management US
Massachusetts
$13.2M 164,568 +164,568 New
DWM
96
Dorchester Wealth Management
Quebec, Canada
$13.1M 163,928 -5,827 -3%
NI
97
Numeric Investors
Massachusetts
$12.2M 151,750 +63,550 +72%
Citigroup
98
Citigroup
New York
$11.8M 147,080 -59,893 -29%
QC
99
Quadrature Capital
United Kingdom
$11.4M 142,026 +142,026 New
VMPIC
100
Varma Mutual Pension Insurance Co
Finland
$11.2M 140,000 +140,000 New
2 3
4
5 6