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Bank of Montreal
BMO

Overview Fund Activity

453 hedge funds and large institutions have $24B invested in Bank of Montreal in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 30 closing their positions.

Holders
453
Holders Change
+14
Holders Change %
+3.19%
% of All Funds
10.37%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
47
Increased
138
Reduced
158
Closed
30
Calls
$260M
Puts
$273M
Net Calls
-$13M
Net Calls Change
-$34.1M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$396M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.39B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.58B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$87.3M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$586M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$39.9K
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.81B
3
OAC
3
OMERS Administration Corp
Ontario, Canada
$412M
4
Canada Life
4
Canada Life
Manitoba, Canada
$480M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.39B 52,983,045 +1,322,102 +3%
TD Asset Management
2
TD Asset Management
Ontario, Canada
$1.81B 21,976,448 -833,319 -4%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.58B 19,181,174 +749,785 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.39B 16,878,668 +444,234 +3%
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$897M 10,857,485 -61,371 -0.6%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$880M 10,664,208 -435,594 -4%
CIBC Asset Management
7
CIBC Asset Management
Ontario, Canada
$813M 9,864,752 -128,046 -1%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$632M 7,642,309 -390,854 -5%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$586M 7,114,934 +586,200 +9%
Norges Bank
10
Norges Bank
Norway
$574M 6,961,790 -88,809 -1%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$563M 6,819,383 +321,692 +5%
Capital Research Global Investors
12
Capital Research Global Investors
California
$538M 6,518,386 -296,228 -4%
BGC
13
Beutel, Goodman & Co
Ontario, Canada
$506M 6,142,968 -133,219 -2%
Canada Life
14
Canada Life
Manitoba, Canada
$480M 5,812,342 -558,593 -9%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$450M 5,456,470 +369,210 +7%
LBA
16
Letko, Brosseau & Associates
Quebec, Canada
$418M 5,076,012 -84,461 -2%
OAC
17
OMERS Administration Corp
Ontario, Canada
$412M 5,002,007 -680,640 -12%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$396M 4,800,502 +4,311,570 +882%
Franklin Resources
19
Franklin Resources
California
$339M 4,116,502 -265,547 -6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$310M 3,754,901 -170,142 -4%
GC
21
Guardian Capital
Ontario, Canada
$277M 3,363,723 -253,058 -7%
Fidelity International
22
Fidelity International
Bermuda
$276M 3,342,067 +584,059 +21%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$264M 3,201,935 -29,829 -0.9%
Mawer Investment Management
24
Mawer Investment Management
Alberta, Canada
$243M 2,924,454 +4,806 +0.2%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$216M 2,024,700 +441,000 +28%
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