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Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
1
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
2
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
5
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$427M
2
IIM
2
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Mawer Investment Management
26
Mawer Investment Management
Alberta, Canada
$133M 1,814,935 -18,529 -1%
RFC
27
Russell Frank Company
Washington
$127M 1,726,489 +331,097 +24%
SC
28
Scotia Capital
Ontario, Canada
$118M 1,606,763 -52,554 -3%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$115M 1,567,289 -6,334 -0.4%
CCMIC
30
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M 1,245,650 +1,218,150 +4,430%
Allianz Asset Management
31
Allianz Asset Management
Germany
$85.2M 1,156,790 +92,008 +9%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$84.4M 1,146,094 -45,410 -4%
Two Sigma Investments
33
Two Sigma Investments
New York
$82.4M 1,119,337 +574,037 +105%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$81.4M 1,167,608 +71,157 +6%
Goldman Sachs
35
Goldman Sachs
New York
$75M 1,019,185 +245,303 +32%
Morgan Stanley
36
Morgan Stanley
New York
$75M 1,018,970 -181,950 -15%
Bank of America
37
Bank of America
North Carolina
$65.5M 889,056 -11,750 -1%
IIM
38
Intact Investment Management
Quebec, Canada
$60.2M 731,700 -559,300 -43%
MHI
39
Miller Howard Investments
New York
$58.2M 791,006 +83 +0%
Axa
40
Axa
France
$58M 785,849 -70,954 -8%
Wells Fargo
41
Wells Fargo
California
$55M 746,534 +74,112 +11%
TAM
42
Taylor Asset Management
Ontario, Canada
$54.4M 739,200 -18,600 -2%
Deutsche Bank
43
Deutsche Bank
Germany
$49.3M 669,495 +124,712 +23%
BONST
44
Bank of Nova Scotia Trust
Ontario, Canada
$47.7M 647,251 -6,936 -1%
LM
45
Lincluden Management
Ontario, Canada
$47.2M 505,200 -16,645 -3%
Invesco
46
Invesco
Georgia
$42.7M 579,537 +7,492 +1%
AllianceBernstein
47
AllianceBernstein
Tennessee
$41.9M 568,647 -94,651 -14%
VRS
48
Virginia Retirement Systems
Virginia
$37.4M 506,900 -82,100 -14%
Citigroup
49
Citigroup
New York
$37.3M 506,151 -12,511 -2%
U
50
UBS
Switzerland
$35.1M 476,388 +37,473 +9%
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