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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$662M
2
Goldman Sachs
Goldman Sachs
New York
$89.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$924M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$186M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
$357M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.34B
3
IGIM
I.G. Investment Management
Manitoba, Canada
$885M
4
TCIM
TIAA CREF Investment Management
New York
$0
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$988M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
26
Russell Frank Company
Washington
$117M +$17.5M +287,463 +18%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$115M -$41.7M -686,361 -27%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$111M -$376K -6,185 -0.3%
OAC
29
OMERS Administration Corp
Ontario, Canada
$106M +$8.41M +138,000 +9%
UBS AM
30
UBS AM
Illinois
$95.7M -$1.81M -29,707 -2%
Goldman Sachs
31
Goldman Sachs
New York
$89.1M +$55.8M +919,233 +168%
CAM
32
Cidel Asset Management
Ontario, Canada
$83.6M -$4.04M -66,400 -5%
CA
33
Cortland Advisers
Delaware
$82.6M -$8.48M -139,770 -9%
AQR Capital Management
34
AQR Capital Management
Connecticut
$78.2M +$10.8M +177,183 +16%
SC
35
Scotia Capital
Ontario, Canada
$78.1M -$2.53M -41,646 -3%
Deutsche Bank
36
Deutsche Bank
Germany
$76.5M +$16.9M +278,247 +28%
Bank of America
37
Bank of America
North Carolina
$76.3M +$9.23M +152,112 +14%
SRAIM
38
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$63.9M +$4.61M +75,650 +8%
Ameriprise
39
Ameriprise
Minnesota
$61.5M -$4.72M -77,797 -7%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$58.5M -$549K -9,052 -0.9%
CCMIC
41
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$53M -$252K -4,140 -0.5%
MHI
42
Miller Howard Investments
New York
$51.7M -$889K -14,652 -2%
Axa
43
Axa
France
$51.4M -$363K -5,948 -0.7%
State of Tennessee, Department of Treasury
44
State of Tennessee, Department of Treasury
Tennessee
$50.4M – – –
Citigroup
45
Citigroup
New York
$49.6M -$3.56M -58,323 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
46
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$48.6M -$13.5M -220,700 -22%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$45.8M -$3.28M -53,773 -7%
Allianz Asset Management
48
Allianz Asset Management
Germany
$41.7M -$403K -5,211 -1%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$40.6M -$385K -6,348 -0.9%
UBS Group
50
UBS Group
Switzerland
$40.6M -$8.65M -142,516 -18%
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