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Bank of Montreal
BMO

Overview Fund Activity

399 hedge funds and large institutions have $21B invested in Bank of Montreal in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 153 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
9.96%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.75%
New
26
Increased
130
Reduced
153
Closed
42
Calls
$139M
Puts
$144M
Net Calls
-$5.06M
Net Calls Change
-$32.9M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$224M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.2B
3
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.55B
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$796M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$929M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$862M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$628M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$534M
5
Ameriprise
5
Ameriprise
Minnesota
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
101
DekaBank Deutsche Girozentrale
Germany
$11.8M -$1.82M -24,739 -13%
Skandinaviska Enskilda Banken (SEB)
102
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.6M -$59.9M -815,594 -84%
DZ Bank
103
DZ Bank
Germany
$10.9M +$1.41M +19,253 +15%
Credit Agricole
104
Credit Agricole
France
$10.4M -$5.05M -68,766 -33%
PI
105
PineBridge Investments
New York
$10.1M +$1.04M +10,925 +11%
CA
106
Commerzbank Aktiengesellschaft
Germany
$10M -$2.51M -34,196 -20%
TAM
107
Tyers Asset Management
Texas
$9.43M -$365K -4,972 -4%
JIR
108
James Investment Research
Ohio
$9.42M -$758K -10,320 -7%
BA
109
Bridgewater Associates
Connecticut
$9.36M +$9.36M +127,610 New
HIM
110
Hillsdale Investment Management
Ontario, Canada
$9.27M -$1.58M -21,490 -15%
Federated Hermes
111
Federated Hermes
Pennsylvania
$9.26M +$560K +7,625 +6%
MME
112
Meag Munich Ergo
Germany
$8.64M – – –
BPC
113
Banque Pictet & Cie
Switzerland
$8.46M +$36.3K +495 +0.4%
PNAA
114
Pictet North America Advisors
Switzerland
$8.46M +$36.3K +495 +0.4%
RJA
115
Raymond James & Associates
Florida
$8.22M -$378K -5,147 -4%
CS
116
Candriam SCA
Luxembourg
$8.21M -$7.19M -98,020 -47%
MSV
117
MN Services Vermogensbeheer
Netherlands
$7.92M +$7.92M +108,045 New
BAM
118
Berkshire Asset Management
Pennsylvania
$7.82M +$262K +3,566 +3%
Two Sigma Advisers
119
Two Sigma Advisers
New York
$7.15M +$733K +9,983 +11%
CBOA
120
Commonwealth Bank of Australia
Australia
$6.92M -$107K -1,462 -2%
GHCM
121
Glen Harbor Capital Management
California
$6.86M -$266K -3,616 -4%
NFA
122
Nationwide Fund Advisors
Ohio
$6.6M – – –
DL
123
Delta Lloyd
Netherlands
$6.58M +$989K +13,458 +18%
Wellington Management Group
124
Wellington Management Group
Massachusetts
$6.53M +$394K +5,375 +6%
Barclays
125
Barclays
United Kingdom
$6.33M +$2.34M +31,862 +59%
3 4
5
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