BMO icon

Bank of Montreal
BMO

Overview Fund Activity

395 hedge funds and large institutions have $13.6B invested in Bank of Montreal in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-51
Holders Change %
-11.43%
% of All Funds
8.73%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.31%
New
25
Increased
133
Reduced
145
Closed
70
Calls
$278M
Puts
$221M
Net Calls
+$56.4M
Net Calls Change
-$71.1M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$933M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$695M
3
Capital Research Global Investors
Capital Research Global Investors
California
$378M
4
Goldman Sachs
Goldman Sachs
New York
$161M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$133M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$355M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$245M
3
OAC
OMERS Administration Corp
Ontario, Canada
$50.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.73B
5
MSE
MUFG Securities EMEA
United Kingdom
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
76
Todd Asset Management
Kentucky
$11.6M +$71.5K +1,423 +0.6%
Aviva
77
Aviva
United Kingdom
$11.3M -$22.8K -455 -0.2%
VRS
78
Virginia Retirement Systems
Virginia
$11.1M +$3.93M +78,700 +55%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$10.9M +$4.03M +80,399 +59%
Axa
80
Axa
France
$10.5M +$2.03M +40,400 +24%
DZ Bank
81
DZ Bank
Germany
$10.4M +$1.91M +38,321 +23%
BA
82
Bridgewater Associates
Connecticut
$10.3M -$120K -2,405 -1%
HIM
83
Hillsdale Investment Management
Ontario, Canada
$10.3M +$3.19M +63,114 +45%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$9.7M -$5.06M -101,532 -34%
FRAF
85
Första AP-fonden
Sweden
$9.42M +$4.8M +96,100 +104%
DWM
86
Dorchester Wealth Management
Quebec, Canada
$9.42M +$316K +6,315 +3%
Man Group
87
Man Group
United Kingdom
$9.35M -$13.6M -271,751 -59%
DJSG
88
D.J. St. Germain
Massachusetts
$9.25M -$207K -4,123 -2%
JFL
89
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.06M -$307K -6,149 -3%
UBS Group
90
UBS Group
Switzerland
$9.05M -$931K -18,514 -9%
ACI
91
AMP Capital Investors
Australia
$8.78M -$980K -20,578 -10%
Millennium Management
92
Millennium Management
New York
$8.22M -$161K -3,212 -2%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$7.67M +$673K +13,485 +10%
MWNA
94
Marshall Wace North America
New York
$7.4M +$7.2M +144,106 +3,515%
TRSOTSOK
95
Teachers Retirement System of the State of Kentucky
Kentucky
$7.28M – – –
BAM
96
Berkshire Asset Management
Pennsylvania
$7.25M -$579K -11,529 -7%
DekaBank Deutsche Girozentrale
97
DekaBank Deutsche Girozentrale
Germany
$6.76M +$348K +7,373 +5%
BAM
98
Burgundy Asset Management
Ontario, Canada
$6.51M +$1.25M +25,000 +24%
UH
99
Unigestion Holding
Switzerland
$5.93M +$5.93M +117,406 New
SAM
100
Shell Asset Management
Netherlands
$5.8M -$389K -7,800 -6%
2 3
4
5 6