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Bank of Montreal
BMO

Overview Fund Activity

429 hedge funds and large institutions have $23B invested in Bank of Montreal in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 33 closing their positions.

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
9.74%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.7%
New
69
Increased
119
Reduced
138
Closed
33
Calls
$120M
Puts
$202M
Net Calls
-$82.1M
Net Calls Change
-$16.2M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$1.09B
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$744M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$729M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$358M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$167M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.94B
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$755M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
176
State Street
Massachusetts
$1.83M 22,917 -1,218 -5%
SB
177
Suntrust Banks
Georgia
$1.83M 22,849 +571 +3%
BFS
178
Baskin Financial Services
Ontario, Canada
$1.82M 22,631 +164 +0.7%
JFGIW
179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.82M 22,717 -633 -3%
CIA
180
Cascade Investment Advisors
Oregon
$1.8M 22,540 -135 -0.6%
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.76M 22,000 +22,000 New
SBSB
182
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.72M 21,527 +139 +0.6%
BCM
183
BlueCrest Capital Management
Jersey
$1.61M 20,143 +20,143 New
OCAM
184
Onex Canada Asset Management
Ontario, Canada
$1.61M 20,071 +20,071 New
VRS
185
Virginia Retirement Systems
Virginia
$1.6M 19,900 -36,400 -65%
CP
186
Cumberland Partners
Ontario, Canada
$1.57M 19,562 – –
William Blair & Company
187
William Blair & Company
Illinois
$1.56M 19,458 +1,544 +9%
ACS
188
Archford Capital Strategies
Illinois
$1.55M 19,321 +228 +1%
T. Rowe Price Associates
189
T. Rowe Price Associates
Maryland
$1.54M 19,168 +415 +2%
QIM
190
Quantitative Investment Management
Virginia
$1.52M 19,000 -37,900 -67%
KPF
191
K2 Principal Fund
Ontario, Canada
$1.51M 15,000 +15,000 New
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$1.5M 18,734 -2,701 -13%
NSAM
193
North Star Asset Management
Wisconsin
$1.49M 18,566 -310 -2%
CGT
194
Capital Guardian Trust
California
$1.47M 18,410 – –
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$1.43M 17,847 +3,126 +21%
NGA
196
Naples Global Advisors
Florida
$1.37M 17,102 +50 +0.3%
Macquarie Group
197
Macquarie Group
Australia
$1.36M 17,000 – –
PP
198
Pegasus Partners
Wisconsin
$1.33M 16,554 -6,585 -28%
Luther King Capital Management (LKCM)
199
Luther King Capital Management (LKCM)
Texas
$1.3M 16,255 +9,399 +137%
AAM
200
Advisors Asset Management
Colorado
$1.27M 15,810 +808 +5%
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