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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.

Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
10.23%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
34
Increased
137
Reduced
102
Closed
26
Calls
$208M
Puts
$116M
Net Calls
+$91.8M
Net Calls Change
+$27.9M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.71B
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$406M
3
IIM
3
Intact Investment Management
Quebec, Canada
$92M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$188M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$792M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$321M
2
IGIM
2
I.G. Investment Management
Manitoba, Canada
$1.08B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$241M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$129M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.84B
Name Market Value Shares Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$109M 1,625,539 -55,599 -3%
UBS AM
27
UBS AM
Illinois
$106M 1,579,884 -139,463 -8%
RFC
28
Russell Frank Company
Washington
$93.6M 1,397,335 +209,855 +18%
IIM
29
Intact Investment Management
Quebec, Canada
$92M 1,243,600 +1,213,700 +4,059%
GC
30
Guardian Capital
Ontario, Canada
$89.4M 1,335,649 -30,341 -2%
CS
31
Credit Suisse
Switzerland
$86M 1,282,932 +3,680 +0.3%
Goldman Sachs
32
Goldman Sachs
New York
$80.1M 1,194,844 +226,771 +23%
Morgan Stanley
33
Morgan Stanley
New York
$77.5M 1,156,525 +123,843 +12%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$73.1M 1,091,512 +380,499 +54%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$65.1M 972,296 +120,182 +14%
Bank of America
36
Bank of America
North Carolina
$64.4M 961,204 +78,241 +9%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$56.4M 841,596 +6,900 +0.8%
Axa
38
Axa
France
$56M 835,229 +40,095 +5%
Allianz Asset Management
39
Allianz Asset Management
Germany
$55.2M 823,340 +164,615 +25%
MHI
40
Miller Howard Investments
New York
$52M 775,857 +7,331 +1%
TAM
41
Taylor Asset Management
Ontario, Canada
$49.8M 744,000 +21,700 +3%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$49.7M 741,714 +98,700 +15%
LM
43
Lincluden Management
Ontario, Canada
$45M 550,330 -380 -0.1%
OTPPB
44
Ontario Teachers' Pension Plan Board
Ontario, Canada
$43.7M 651,659 -370,082 -36%
Wells Fargo
45
Wells Fargo
California
$41M 611,606 +35,524 +6%
VRS
46
Virginia Retirement Systems
Virginia
$39.5M 588,900 +121,200 +26%
Invesco
47
Invesco
Georgia
$37.2M 554,646 -27,358 -5%
U
48
UBS
Switzerland
$36.6M 546,340 +9,873 +2%
Citigroup
49
Citigroup
New York
$36.1M 539,262 -4,161 -0.8%
BONST
50
Bank of Nova Scotia Trust
Ontario, Canada
$33.6M 501,061 +6,105 +1%
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