BMO icon

Bank of Montreal
BMO

Overview Fund Activity

446 hedge funds and large institutions have $20.7B invested in Bank of Montreal in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 137 increasing their positions, 127 reducing their positions, and 35 closing their positions.

Holders
446
Holders Change
+16
Holders Change %
+3.72%
% of All Funds
8.81%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.39%
New
64
Increased
137
Reduced
127
Closed
35
Calls
$342M
Puts
$215M
Net Calls
+$128M
Net Calls Change
+$38.6M

Top Buyers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$163M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$837M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$802M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$755M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$144M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$0
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$33.8M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.3B
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$2.75M
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
76
Todd Asset Management
Kentucky
$17.8M 229,923 +1,904 +0.8%
Bessemer Group
77
Bessemer Group
New Jersey
$17.7M 228,330 +228,330 New
Aviva
78
Aviva
United Kingdom
$17.4M 224,999 -600 -0.3%
BA
79
Bridgewater Associates
Connecticut
$16.1M 208,020 -1,562 -0.7%
APG Asset Management
80
APG Asset Management
Netherlands
$16.1M 232,265 +94,200 +68%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$15.9M 205,726 -97,161 -32%
ACI
82
AMP Capital Investors
Australia
$15.9M 204,849 +10,909 +6%
BCM
83
Barometer Capital Management
Ontario, Canada
$15.9M 159,600 +159,600 New
Twin Tree Management
84
Twin Tree Management
Texas
$15.6M 201,360 +142,736 +243%
UBS Group
85
UBS Group
Switzerland
$15.4M 198,475 -151,183 -43%
DJSG
86
D.J. St. Germain
Massachusetts
$14.6M 188,227 -2,555 -1%
JFL
87
Jarislowsky, Fraser Ltd
Quebec, Canada
$14.6M 187,521 +2,162 +1%
PAMP
88
Polar Asset Management Partners
Ontario, Canada
$14.2M 182,600 +182,600 New
DWM
89
Dorchester Wealth Management
Quebec, Canada
$14.1M 181,680 +255 +0.1%
IIM
90
Intact Investment Management
Quebec, Canada
$14.1M 140,000 -374,000 -73%
DZ Bank
91
DZ Bank
Germany
$13.1M 168,955 +140,963 +504%
Axa
92
Axa
France
$13.1M 168,890 -145,667 -46%
Millennium Management
93
Millennium Management
New York
$12.9M 166,709 -41,566 -20%
BAM
94
Berkshire Asset Management
Pennsylvania
$12.1M 155,722 -5,715 -4%
TRSOTSOK
95
Teachers Retirement System of the State of Kentucky
Kentucky
$11.2M 144,900 – –
VRS
96
Virginia Retirement Systems
Virginia
$11.1M 143,000 – –
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$11M 142,378 +95,093 +201%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$10.9M 140,089 +1,906 +1%
HIM
99
Hillsdale Investment Management
Ontario, Canada
$10.8M 139,982 -34,470 -20%
Neuberger Berman Group
100
Neuberger Berman Group
New York
$10.6M 137,082 +36,297 +36%
2 3
4
5 6