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Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$357M
2
AIMCA
2
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M
3
TCIM
3
TIAA CREF Investment Management
New York
$70M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$327M
5
GC
5
Guardian Capital
Ontario, Canada
$290M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.24B
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$978M
3
IIM
3
Intact Investment Management
Quebec, Canada
$8.34M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$407M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$809M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$104M +$3.42M +60,157 +3%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$103M +$17.2M +302,675 +20%
RFC
28
Russell Frank Company
Washington
$92.7M +$19.1M +336,637 +26%
UBS AM
29
UBS AM
Illinois
$89.9M -$395K -7,026 -0.4%
OAC
30
OMERS Administration Corp
Ontario, Canada
$89.6M +$28.5M +507,000 +47%
CA
31
Cortland Advisers
Delaware
$84.6M – – –
CAM
32
Cidel Asset Management
Ontario, Canada
$81.3M +$9.08M +160,922 +13%
SC
33
Scotia Capital
Ontario, Canada
$70.1M +$3.5M +66,341 +5%
TCIM
34
TIAA CREF Investment Management
New York
$70M +$70M +1,245,860 New
Bank of America
35
Bank of America
North Carolina
$62.3M +$1.63M +28,892 +3%
AQR Capital Management
36
AQR Capital Management
Connecticut
$62.1M -$12.5M -222,497 -17%
Ameriprise
37
Ameriprise
Minnesota
$61.6M -$2.32M -41,135 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$57.2M -$129K -2,300 -0.2%
Deutsche Bank
39
Deutsche Bank
Germany
$55.4M +$861K +15,265 +2%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$54.9M +$1.09M +19,299 +2%
SRAIM
41
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$54.6M +$2.91M +51,745 +6%
Morgan Stanley
42
Morgan Stanley
New York
$51.6M +$9.39M +166,498 +22%
CCMIC
43
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$49.4M -$57K -1,010 -0.1%
Citigroup
44
Citigroup
New York
$49M +$5.99M +106,415 +14%
MHI
45
Miller Howard Investments
New York
$48.9M -$4.97M -88,003 -9%
Axa
46
Axa
France
$47.7M -$5.55M -98,710 -10%
State of Tennessee, Department of Treasury
47
State of Tennessee, Department of Treasury
Tennessee
$46.4M – – –
UBS Group
48
UBS Group
Switzerland
$45.8M +$2.79M +49,474 +6%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$45.3M +$2.05M +36,395 +5%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$43.6M -$6.06M -107,800 -12%
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