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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 %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.19B 56,831,997 +1,734,057 +3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.51B 20,529,173 +1,056,154 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.36B 18,435,315 +238,619 +1%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.06B 14,438,635 -6,371,842 -31%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$825M 11,182,463 +1,896,056 +20%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$724M 9,815,620 -466,800 -5%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$695M 9,423,764 +298,417 +3%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$672M 9,123,080 -8,360,896 -48%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$600M 8,151,428 -422,256 -5%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$563M 7,640,462 +7,640,462 New
BGC
11
Beutel, Goodman & Co
Ontario, Canada
$487M 6,608,610 +220,938 +3%
Norges Bank
12
Norges Bank
Norway
$469M 6,356,788 – –
Capital Research Global Investors
13
Capital Research Global Investors
California
$413M 5,604,530 -719,058 -11%
Canada Life
14
Canada Life
Manitoba, Canada
$410M 5,552,059 -142,554 -3%
LBA
15
Letko, Brosseau & Associates
Quebec, Canada
$385M 5,219,414 -21,795 -0.4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$255M 3,452,979 -21,662 -0.6%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$248M 3,371,399 +1,323,799 +65%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$229M 3,100,370 -996,962 -24%
Legal & General Group
19
Legal & General Group
United Kingdom
$225M 3,050,285 -63,308 -2%
Franklin Resources
20
Franklin Resources
California
$223M 3,023,670 +46,424 +2%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$203M 2,754,725 +1,848,332 +204%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$187M 2,529,717 +374,633 +17%
OAC
23
OMERS Administration Corp
Ontario, Canada
$181M 2,451,942 +97,013 +4%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$165M 2,241,303 -5,364 -0.2%
SC
25
Scotia Capital
Ontario, Canada
$161M 2,180,040 +17,545 +0.8%
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