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Bank of Montreal
BMO

Overview Fund Activity

428 hedge funds and large institutions have $21.5B invested in Bank of Montreal in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 147 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
9.82%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.67%
New
50
Increased
131
Reduced
147
Closed
49
Calls
$123M
Puts
$173M
Net Calls
-$49.9M
Net Calls Change
+$32.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$298M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.38B
3
OAC
OMERS Administration Corp
Ontario, Canada
$414M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$773M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$938M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$176M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$560M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$937M
4
Deutsche Bank
Deutsche Bank
Germany
$78.9M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$640M
Name Holding Trade Value Shares
Change 		Shares
Change %
Skandinaviska Enskilda Banken (SEB)
76
Skandinaviska Enskilda Banken (SEB)
Sweden
$24.4M +$20.4M +270,290 +511%
PPA
77
Parametric Portfolio Associates
Washington
$23.5M -$6.01M -79,584 -20%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$23.4M -$1.96M -25,942 -8%
TAM
79
Todd Asset Management
Kentucky
$21.9M +$945K +12,509 +5%
First Trust Advisors
80
First Trust Advisors
Illinois
$20.9M -$76.2K -1,009 -0.4%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$19.7M +$1M +13,281 +5%
SAM
82
Shell Asset Management
Netherlands
$19.3M +$7.55K +100 +0%
ST
83
Sabal Trust
Florida
$19.2M -$5.41M -71,531 -22%
DekaBank Deutsche Girozentrale
84
DekaBank Deutsche Girozentrale
Germany
$17.7M +$6.98M +93,278 +65%
OTPPB
85
Ontario Teachers' Pension Plan Board
Ontario, Canada
$17.3M +$12M +158,763 +225%
H
86
Hexavest
Quebec, Canada
$17M -$11.1M -146,632 -39%
JFL
87
Jarislowsky, Fraser Ltd
Quebec, Canada
$16.6M -$472K -6,252 -3%
MC
88
Martin Currie
United Kingdom
$16.6M – – –
ACI
89
AMP Capital Investors
Australia
$16.6M -$2.26M -30,177 -12%
DJSG
90
D.J. St. Germain
Massachusetts
$16.5M -$314K -4,150 -2%
Citigroup
91
Citigroup
New York
$16.1M +$5.01M +66,362 +45%
HIM
92
Hillsdale Investment Management
Ontario, Canada
$15.4M +$9.37M +124,070 +154%
GIBU
93
Gulf International Bank (UK)
United Kingdom
$15.4M -$177K -2,350 -1%
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$15.1M +$1.13M +11,626 +8%
TRSOTSOK
95
Teachers Retirement System of the State of Kentucky
Kentucky
$14.4M – – –
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$14.4M +$14.4M +190,162 New
Neuberger Berman Group
97
Neuberger Berman Group
New York
$13.7M -$750K -9,922 -5%
APG Asset Management
98
APG Asset Management
Netherlands
$13.6M +$196K +3,200 +1%
Man Group
99
Man Group
United Kingdom
$12.9M +$12.9M +171,000 New
DWM
100
Dorchester Wealth Management
Quebec, Canada
$12.1M -$310K -4,101 -3%
2 3
4
5 6