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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $18.9B invested in Bank of Montreal in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-18
Holders Change %
-4.92%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
40
Increased
129
Reduced
116
Closed
50
Calls
$181M
Puts
$91.5M
Net Calls
+$89.4M
Net Calls Change
+$56.9M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$414M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.49B
3
Franklin Resources
3
Franklin Resources
California
$489M
4
GC
4
Guardian Capital
Ontario, Canada
$266M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.8M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$287M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$90.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$1.68B
5
Ameriprise
5
Ameriprise
Minnesota
$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Eagle Asset Management
Florida
$94.7M +$27.5M +459,621 +41%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$90.5M -$69.7M -1,164,189 -44%
RFC
28
Russell Frank Company
Washington
$88.4M -$25.3M -422,120 -22%
Ameriprise
29
Ameriprise
Minnesota
$84.2M -$49.1M -818,463 -37%
AQR Capital Management
30
AQR Capital Management
Connecticut
$81.5M +$4.79M +79,879 +6%
SC
31
Scotia Capital
Ontario, Canada
$74.7M +$5.43M +90,747 +8%
CAM
32
Cidel Asset Management
Ontario, Canada
$74.6M -$3.94M -65,849 -5%
Bank of America
33
Bank of America
North Carolina
$74.2M +$12.9M +215,637 +21%
Allianz Asset Management
34
Allianz Asset Management
Germany
$71.8M -$5.9M -98,332 -8%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$68.7M -$11.5M -192,526 -14%
Deutsche Bank
36
Deutsche Bank
Germany
$67.1M +$10.6M +177,295 +19%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$66.8M +$29.6M +492,762 +79%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$63.9M -$1.29M -21,523 -2%
CCMIC
39
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$54.7M +$1.25M +20,815 +2%
State of Tennessee, Department of Treasury
40
State of Tennessee, Department of Treasury
Tennessee
$54.2M +$2.59M +43,171 +5%
Wells Fargo
41
Wells Fargo
California
$52.9M +$4.27M +71,196 +9%
Renaissance Technologies
42
Renaissance Technologies
New York
$51.3M +$27.7M +461,800 +117%
Axa
43
Axa
France
$50.7M +$275K +4,592 +0.5%
MHI
44
Miller Howard Investments
New York
$49.7M +$1.19M +19,816 +2%
IIM
45
Intact Investment Management
Quebec, Canada
$49.2M -$42.8M -564,512 -47%
AC
46
Addenda Capital
Quebec, Canada
$45.1M +$3.53M +58,910 +8%
Invesco
47
Invesco
Georgia
$42.9M +$8M +133,486 +23%
RJA
48
Raymond James & Associates
Florida
$41.9M +$9.57M +159,793 +30%
Citigroup
49
Citigroup
New York
$41.5M +$7.98M +133,219 +24%
TAM
50
Taylor Asset Management
Ontario, Canada
$37.4M -$5.99M -99,900 -14%
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