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Bank of Montreal
BMO

Overview Fund Activity

428 hedge funds and large institutions have $21.5B invested in Bank of Montreal in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 147 reducing their positions, and 49 closing their positions.

Holders
428
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
9.82%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.67%
New
50
Increased
131
Reduced
147
Closed
49
Calls
$123M
Puts
$173M
Net Calls
-$49.9M
Net Calls Change
+$32.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$298M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.38B
3
OAC
3
OMERS Administration Corp
Ontario, Canada
$414M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$773M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$938M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$176M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$560M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$937M
4
Deutsche Bank
4
Deutsche Bank
Germany
$78.9M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$640M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.84B 50,836,152 +294,385 +0.6%
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.8B 23,788,221 -321,857 -1%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.38B 18,277,815 +1,999,912 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.21B 16,034,008 +496,834 +3%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$938M 12,418,594 +831,633 +7%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$937M 12,397,027 -1,208,261 -9%
CIBC Asset Management
7
CIBC Asset Management
Ontario, Canada
$773M 10,250,862 +986,434 +11%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$640M 8,476,428 -923,706 -10%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$560M 7,417,244 -1,698,777 -19%
Capital Research Global Investors
10
Capital Research Global Investors
California
$531M 7,028,053 -2,807 -0%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$504M 6,679,934 -414,471 -6%
Canada Life
12
Canada Life
Manitoba, Canada
$479M 6,347,766 -60,621 -0.9%
Norges Bank
13
Norges Bank
Norway
$477M 6,314,836 +230,963 +4%
OAC
14
OMERS Administration Corp
Ontario, Canada
$414M 5,480,512 +1,016,130 +23%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$391M 5,185,160 -377,025 -7%
LBA
16
Letko, Brosseau & Associates
Quebec, Canada
$390M 5,163,867 -71,619 -1%
Franklin Resources
17
Franklin Resources
California
$345M 4,578,313 -666,465 -13%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$301M 3,986,924 +46,683 +1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$298M 3,940,233 +2,659,133 +208%
GC
20
Guardian Capital
Ontario, Canada
$268M 3,555,521 -512,435 -13%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$243M 3,210,928 -13,868 -0.4%
Mawer Investment Management
22
Mawer Investment Management
Alberta, Canada
$222M 2,947,433 +64,615 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$202M 2,677,211 -204,520 -7%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$176M 2,320,200 -2,065,064 -47%
SC
25
Scotia Capital
Ontario, Canada
$151M 2,007,026 +136,867 +7%
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