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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 %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$10.8M -$1.64M -25,177 -13%
BAM
102
Berkshire Asset Management
Pennsylvania
$9.94M +$209K +3,200 +2%
PR
103
Payden & Rygel
California
$9.9M +$9.9M +151,500 New
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$9.02M – – –
SAM
105
Shell Asset Management
Netherlands
$9.01M -$1.54M -23,651 -15%
Citadel Advisors
106
Citadel Advisors
Florida
$8.94M +$7.57M +115,763 +551%
CA
107
Commerzbank Aktiengesellschaft
Germany
$8.78M +$932K +14,263 +12%
Wellington Management Group
108
Wellington Management Group
Massachusetts
$8.49M -$478K -7,319 -5%
Neuberger Berman Group
109
Neuberger Berman Group
New York
$8.05M -$26K -396 -0.3%
BPC
110
Banque Pictet & Cie
Switzerland
$8.02M -$904K -13,841 -10%
PNAA
111
Pictet North America Advisors
Switzerland
$8.02M -$904K -13,841 -10%
NEI
112
Northwest & Ethical Investments
Ontario, Canada
$7.67M +$3.43M +52,526 +81%
FRAF
113
Första AP-fonden
Sweden
$7.58M -$1.03M -15,707 -12%
Nordea Investment Management
114
Nordea Investment Management
Sweden
$7.34M +$191K +2,137 +3%
CBOA
115
Commonwealth Bank of Australia
Australia
$6.97M +$453K +6,930 +7%
BAM
116
Burgundy Asset Management
Ontario, Canada
$6.87M +$1.63M +25,000 +31%
Barclays
117
Barclays
United Kingdom
$6.85M -$898K -13,733 -12%
NIPH
118
NN Investment Partners Holdings
Netherlands
$6.6M -$266K -4,074 -4%
MSV
119
MN Services Vermogensbeheer
Netherlands
$6.2M +$377K +6,600 +6%
HAM
120
Highstreet Asset Management
Ontario, Canada
$6.1M -$789K -12,073 -11%
OTPPB
121
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.51M -$2.34M -35,794 -30%
CAM
122
Claret Asset Management
Quebec, Canada
$5.47M +$117K +1,795 +2%
LC
123
Lubar & Co
Wisconsin
$5.14M – – –
BNP Paribas Asset Management
124
BNP Paribas Asset Management
France
$5.13M +$3.96M +60,803 +338%
Macquarie Group
125
Macquarie Group
Australia
$4.96M +$1.31M +20,051 +36%
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