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Bank of Montreal
BMO

Overview Fund Activity

438 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 131 increasing their positions, 157 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
-15
Holders Change %
-3.31%
% of All Funds
9.77%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.62%
New
53
Increased
131
Reduced
157
Closed
65
Calls
$224M
Puts
$268M
Net Calls
-$44.5M
Net Calls Change
-$31.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.55B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$527M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$61.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.15B
5
IIM
Intact Investment Management
Quebec, Canada
$69.2M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$117M
2
Fidelity International
Fidelity International
Bermuda
$55.1M
3
GC
Guardian Capital
Ontario, Canada
$107M
4
OAC
OMERS Administration Corp
Ontario, Canada
$227M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
76
Aperio Group
California
$22.6M -$4.72M -72,276 -17%
SRAIM
77
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$22M -$10.5M -160,617 -32%
PPA
78
Parametric Portfolio Associates
Washington
$20.9M -$1.44M -22,033 -6%
Man Group
79
Man Group
United Kingdom
$20.6M -$26.8M -411,000 -57%
UH
80
Unigestion Holding
Switzerland
$20.4M +$2.39M +36,600 +13%
DekaBank Deutsche Girozentrale
81
DekaBank Deutsche Girozentrale
Germany
$20.2M +$716K +10,995 +4%
HIM
82
Hillsdale Investment Management
Ontario, Canada
$19.6M -$1.95M -29,840 -9%
Wells Fargo
83
Wells Fargo
California
$18.2M -$826K -12,645 -4%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$17.7M +$1.13M +17,366 +7%
BA
85
Bridgewater Associates
Connecticut
$16.9M -$3.33M -51,024 -16%
UBS Group
86
UBS Group
Switzerland
$16.6M -$10.4M -159,876 -39%
ST
87
Sabal Trust
Florida
$16.3M -$620K -9,487 -4%
Janus Henderson Group
88
Janus Henderson Group
United Kingdom
$14.5M +$1.45M +22,280 +11%
TAM
89
Todd Asset Management
Kentucky
$14.5M +$522K +7,990 +4%
JFL
90
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.5M +$20.9K +320 +0.2%
ACI
91
AMP Capital Investors
Australia
$13.5M -$4.61M -70,941 -25%
DJSG
92
D.J. St. Germain
Massachusetts
$13.4M -$215K -3,286 -2%
Two Sigma Investments
93
Two Sigma Investments
New York
$12.9M -$52.7M -805,968 -80%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$12.6M -$561K -8,592 -4%
Skandinaviska Enskilda Banken (SEB)
95
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.3M -$8.32M -127,287 -40%
Citigroup
96
Citigroup
New York
$12.1M +$348K +5,326 +3%
PI
97
PineBridge Investments
New York
$12M +$3.53M +39,556 +42%
H
98
Hexavest
Quebec, Canada
$11.6M -$13.1M -200,716 -53%
DWM
99
Dorchester Wealth Management
Quebec, Canada
$11.6M +$848K +12,977 +8%
VRS
100
Virginia Retirement Systems
Virginia
$11.5M +$2.23M +34,200 +24%
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