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Bank of Montreal
BMO

Overview Fund Activity

439 hedge funds and large institutions have $22B invested in Bank of Montreal in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 121 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+11
Holders Change %
+2.57%
% of All Funds
10.06%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.76%
New
47
Increased
121
Reduced
161
Closed
31
Calls
$231M
Puts
$210M
Net Calls
+$21.1M
Net Calls Change
+$70.9M

Top Buyers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
$485M
2
Fidelity International
Fidelity International
Bermuda
$213M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$845M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$252M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.99B

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$502M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$47.3M
3
Citadel Advisors
Citadel Advisors
Florida
$17.8M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$858M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
76
Intact Investment Management
Quebec, Canada
$25.5M -$24.9M -245,000 -49%
Aviva
77
Aviva
United Kingdom
$25.2M -$356K -4,625 -1%
PPA
78
Parametric Portfolio Associates
Washington
$25.1M +$1.04M +13,405 +4%
Schroder Investment Management Group
79
Schroder Investment Management Group
United Kingdom
$24.9M +$9.12M +89,697 +58%
Skandinaviska Enskilda Banken (SEB)
80
Skandinaviska Enskilda Banken (SEB)
Sweden
$24.7M -$267K -3,455 -1%
Wells Fargo
81
Wells Fargo
California
$24.5M -$12.3M -159,370 -33%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$22.1M -$1.8M -23,357 -8%
First Trust Advisors
83
First Trust Advisors
Illinois
$21.3M -$57.6K -746 -0.3%
DekaBank Deutsche Girozentrale
84
DekaBank Deutsche Girozentrale
Germany
$20.4M +$2.19M +28,512 +12%
BA
85
Bridgewater Associates
Connecticut
$20.4M +$14.8M +191,944 +264%
ST
86
Sabal Trust
Florida
$19.9M +$279K +3,611 +1%
UH
87
Unigestion Holding
Switzerland
$19.8M +$19.8M +255,906 New
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$18.9M +$16M +206,433 +549%
Citadel Advisors
89
Citadel Advisors
Florida
$17.8M -$115M -1,486,621 -87%
SGA
90
Strategic Global Advisors
California
$17.6M +$17.6M +227,960 New
CCMG
91
Clark Capital Management Group
Pennsylvania
$17.5M +$17.5M +226,466 New
HIM
92
Hillsdale Investment Management
Ontario, Canada
$17.2M +$1.36M +17,570 +9%
APG Asset Management
93
APG Asset Management
Netherlands
$16.9M +$2.18M +33,000 +15%
JFL
94
Jarislowsky, Fraser Ltd
Quebec, Canada
$16.6M -$449K -5,810 -3%
TAM
95
Todd Asset Management
Kentucky
$16.5M -$5.93M -76,692 -26%
DJSG
96
D.J. St. Germain
Massachusetts
$16.3M -$584K -7,553 -3%
ACI
97
AMP Capital Investors
Australia
$15.9M -$1.19M -15,455 -7%
GIBU
98
Gulf International Bank (UK)
United Kingdom
$15.8M +$38.7K +500 +0.2%
Citigroup
99
Citigroup
New York
$15.1M -$1.35M -17,456 -8%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$15.1M +$376K +4,870 +3%
2 3
4
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