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Bank of Montreal
BMO

Overview Fund Activity

430 hedge funds and large institutions have $20.3B invested in Bank of Montreal in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 138 reducing their positions, and 46 closing their positions.

Holders
430
Holders Change
-13
Holders Change %
-2.93%
% of All Funds
9.44%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.42%
New
37
Increased
140
Reduced
138
Closed
46
Calls
$366M
Puts
$277M
Net Calls
+$89M
Net Calls Change
+$82.1M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$563M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$825M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$203M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.19B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$248M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$672M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.06B
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$0
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$229M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$413M
Name Market Value Shares Shares
Change 		Shares
Change %
HAM
101
Highstreet Asset Management
Ontario, Canada
$9.87M 133,967 +18,690 +16%
SAM
102
Shell Asset Management
Netherlands
$9.37M 127,102 -4,810 -4%
CA
103
Commerzbank Aktiengesellschaft
Germany
$9.35M 126,708 -5,210 -4%
APG Asset Management
104
APG Asset Management
Netherlands
$9.33M 138,065 -359,965 -72%
NEI
105
Northwest & Ethical Investments
Ontario, Canada
$8.6M 116,734 -273 -0.2%
BAM
106
Burgundy Asset Management
Ontario, Canada
$7.74M 105,000 – –
Jane Street
107
Jane Street
New York
$7.73M 104,849 +84,080 +405%
AllianceBernstein
108
AllianceBernstein
Tennessee
$7.45M 100,952 -1,361 -1%
Neuberger Berman Group
109
Neuberger Berman Group
New York
$7.43M 100,785 -17,864 -15%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$7.37M 100,051 +100,051 New
FRAF
111
Första AP-fonden
Sweden
$6.8M 92,302 -8,500 -8%
HAG
112
HighPoint Advisor Group
Illinois
$6.53M 85,787 +725 +0.9%
Federated Hermes
113
Federated Hermes
Pennsylvania
$6.29M 85,240 -2,582 -3%
Skandinaviska Enskilda Banken (SEB)
114
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.14M 83,255 +83,255 New
AAF
115
Andra AP-fonden
Sweden
$5.87M 60,100 +1,200 +2%
LC
116
Lubar & Co
Wisconsin
$5.81M 78,718 – –
CAM
117
Claret Asset Management
Quebec, Canada
$5.8M 78,771 -3,204 -4%
Barclays
118
Barclays
United Kingdom
$5.77M 78,184 -802 -1%
Nordea Investment Management
119
Nordea Investment Management
Sweden
$5.68M 77,014 +800 +1%
MWNA
120
Marshall Wace North America
New York
$5.68M 77,111 +19,611 +34%
Macquarie Group
121
Macquarie Group
Australia
$5.62M 76,351 -4,898 -6%
NIPH
122
NN Investment Partners Holdings
Netherlands
$5.57M 75,526 -10,914 -13%
BTS
123
BB&T Securities
Virginia
$5.51M 74,815 +4,163 +6%
RJA
124
Raymond James & Associates
Florida
$5.47M 74,181 +743 +1%
AAIM
125
American Assets Investment Management
California
$5.16M 70,000 – –
3 4
5
6 7