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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $18.3B invested in Bank of Montreal in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 31 closing their positions.

Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
9.55%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
41
Increased
118
Reduced
124
Closed
31
Calls
$149M
Puts
$95.7M
Net Calls
+$53.3M
Net Calls Change
-$36.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$260M
2
CA
2
Cortland Advisers
Delaware
$88.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$842M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$103M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.22B
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.47B
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$1.57B
4
Canada Life
4
Canada Life
Manitoba, Canada
$272M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
26
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$105M -$41.5M -560,900 -28%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$103M +$36.7M +619,910 +56%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$103M -$4.48M -75,468 -4%
CAM
29
Cidel Asset Management
Ontario, Canada
$97.8M +$5.57M +75,197 +6%
EAM
30
Eagle Asset Management
Florida
$96.8M +$3.14M +52,990 +3%
CA
31
Cortland Advisers
Delaware
$88.9M +$88.9M +1,500,000 New
AQR Capital Management
32
AQR Capital Management
Connecticut
$79.9M -$649K -10,954 -0.8%
RFC
33
Russell Frank Company
Washington
$77.1M -$10.4M -175,020 -12%
SC
34
Scotia Capital
Ontario, Canada
$74.2M +$202K +3,396 +0.3%
Deutsche Bank
35
Deutsche Bank
Germany
$66.4M +$101K +1,708 +0.2%
Ameriprise
36
Ameriprise
Minnesota
$65.9M -$17.4M -293,164 -21%
Bank of America
37
Bank of America
North Carolina
$64.4M -$8.87M -149,697 -12%
MHI
38
Miller Howard Investments
New York
$59.5M +$10.3M +173,927 +21%
Allianz Asset Management
39
Allianz Asset Management
Germany
$57.9M -$29.1M -400,574 -33%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$57M -$6.11M -103,147 -10%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$56.3M -$11.7M -197,220 -17%
IIM
42
Intact Investment Management
Quebec, Canada
$56.2M +$8.19M +110,700 +17%
Axa
43
Axa
France
$54.8M +$4.57M +77,058 +9%
CCMIC
44
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$54.1M -$135K -2,280 -0.2%
State of Tennessee, Department of Treasury
45
State of Tennessee, Department of Treasury
Tennessee
$53.6M – – –
AC
46
Addenda Capital
Quebec, Canada
$44.5M -$207K -3,500 -0.5%
Morgan Stanley
47
Morgan Stanley
New York
$43.5M +$6.73M +113,575 +18%
RJA
48
Raymond James & Associates
Florida
$42.4M +$953K +16,081 +2%
Citigroup
49
Citigroup
New York
$41.9M +$897K +15,123 +2%
Invesco
50
Invesco
Georgia
$41.4M -$1.05M -17,773 -2%
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