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Bank of Montreal
BMO

Overview Fund Activity

366 hedge funds and large institutions have $22.1B invested in Bank of Montreal in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
9.77%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.77%
New
41
Increased
144
Reduced
113
Closed
27
Calls
$166M
Puts
$134M
Net Calls
+$32.5M
Net Calls Change
-$20M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.05B
2
AQR Capital Management
AQR Capital Management
Connecticut
$90.8M
3
EAM
Eagle Asset Management
Florida
$79.3M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61.1M
5
Canada Life
Canada Life
Manitoba, Canada
$432M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$0
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$75.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$282M
4
Goldman Sachs
Goldman Sachs
New York
$30M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
Mawer Investment Management
26
Mawer Investment Management
Alberta, Canada
$120M -$9.11M -128,240 -7%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$115M +$4.54M +64,242 +4%
IIM
28
Intact Investment Management
Quebec, Canada
$99.7M +$39.6M +481,712 +66%
CAM
29
Cidel Asset Management
Ontario, Canada
$92.9M +$92.9M +1,312,093 New
Allianz Asset Management
30
Allianz Asset Management
Germany
$91.6M +$9.77M +138,145 +12%
AQR Capital Management
31
AQR Capital Management
Connecticut
$90.8M +$90M +1,269,095 +12,203%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$90.2M +$11.6M +171,379 +15%
SC
33
Scotia Capital
Ontario, Canada
$81.8M -$31.8M -450,300 -28%
EAM
34
Eagle Asset Management
Florida
$79.3M +$79.3M +1,120,863 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$76.9M -$4.2M -59,410 -5%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$75.4M -$62.6M -885,591 -45%
Bank of America
37
Bank of America
North Carolina
$72.2M +$9.32M +131,783 +15%
Deutsche Bank
38
Deutsche Bank
Germany
$66.6M +$19.2M +271,829 +41%
CCMIC
39
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$63.3M -$24.9M -351,946 -28%
State of Tennessee, Department of Treasury
40
State of Tennessee, Department of Treasury
Tennessee
$61.1M +$61.1M +861,115 New
Axa
41
Axa
France
$59.8M +$3.99M +56,301 +7%
Wells Fargo
42
Wells Fargo
California
$57.3M +$4.51M +63,763 +9%
MHI
43
Miller Howard Investments
New York
$57.3M +$1.31M +18,486 +2%
TAM
44
Taylor Asset Management
Ontario, Canada
$51.3M -$1.08M -15,300 -2%
Federated Hermes
45
Federated Hermes
Pennsylvania
$49.7M +$19M +268,096 +62%
AC
46
Addenda Capital
Quebec, Canada
$49.3M +$47.4M +667,510 +2,477%
Morgan Stanley
47
Morgan Stanley
New York
$44M -$28.1M -397,370 -39%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$43.9M +$15.9M +225,182 +57%
BONST
49
Bank of Nova Scotia Trust
Ontario, Canada
$42.9M -$2.93M -41,423 -6%
Invesco
50
Invesco
Georgia
$41.2M +$244K +3,450 +0.6%
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