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Bank of Montreal
BMO

Overview Fund Activity

361 hedge funds and large institutions have $22.6B invested in Bank of Montreal in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 24 closing their positions.

Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
33
Increased
128
Reduced
130
Closed
24
Calls
$224M
Puts
$138M
Net Calls
+$85.8M
Net Calls Change
-$5.99M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$856M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.15B
3
CS
3
Credit Suisse
Switzerland
$159M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$2.08B
5
Franklin Resources
5
Franklin Resources
California
$493M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$37.2M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.8M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$145M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$735M
5
Goldman Sachs
5
Goldman Sachs
New York
$56.9M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$121M 1,646,522 +66,638 +4%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$116M 1,573,623 -51,916 -3%
RFC
28
Russell Frank Company
Washington
$105M 1,395,392 -1,943 -0.1%
IIM
29
Intact Investment Management
Quebec, Canada
$101M 1,291,000 +47,400 +4%
GC
30
Guardian Capital
Ontario, Canada
$98.5M 1,337,723 +2,074 +0.2%
Morgan Stanley
31
Morgan Stanley
New York
$88.4M 1,200,920 +44,395 +4%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$87.7M 1,191,504 +99,992 +9%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$80.8M 1,096,451 +124,155 +13%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.8M 1,084,303 -1,246,858 -53%
Allianz Asset Management
35
Allianz Asset Management
Germany
$78.4M 1,064,782 +241,442 +29%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$68.2M 924,914 +183,200 +25%
Bank of America
37
Bank of America
North Carolina
$66.3M 900,806 -60,398 -6%
Axa
38
Axa
France
$63.2M 856,803 +21,574 +3%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$58.4M 791,496 -50,100 -6%
MHI
40
Miller Howard Investments
New York
$58.2M 790,923 +15,066 +2%
Goldman Sachs
41
Goldman Sachs
New York
$56.9M 773,882 -420,962 -35%
TAM
42
Taylor Asset Management
Ontario, Canada
$55.8M 757,800 +13,800 +2%
Wells Fargo
43
Wells Fargo
California
$49.5M 672,422 +60,816 +10%
AllianceBernstein
44
AllianceBernstein
Tennessee
$48.8M 663,298 +202,170 +44%
BONST
45
Bank of Nova Scotia Trust
Ontario, Canada
$48.4M 654,187 +153,126 +31%
LM
46
Lincluden Management
Ontario, Canada
$43.7M 521,845 -28,485 -5%
OTPPB
47
Ontario Teachers' Pension Plan Board
Ontario, Canada
$43.5M 589,049 -62,610 -10%
VRS
48
Virginia Retirement Systems
Virginia
$43.5M 589,000 +100 +0%
Invesco
49
Invesco
Georgia
$42.2M 572,045 +17,399 +3%
Two Sigma Investments
50
Two Sigma Investments
New York
$40.2M 545,300 +500,192 +1,109%
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