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Bank of Montreal
BMO

Overview Fund Activity

379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.13%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$807M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$202M
3
ETC
3
Evercore Trust Company
New York
$94.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$782M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$224M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$0
2
Franklin Resources
2
Franklin Resources
California
$338M
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$869M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$150M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
26
1832 Asset Management
Ontario, Canada
$134M -$15.9M -250,713 -11%
EA
27
Emerald Acquisition
Washington
$122M +$122M +1,924,053 New
Deutsche Bank
28
Deutsche Bank
Germany
$116M +$36.4M +574,871 +46%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$115M +$139K +2,200 +0.1%
OAC
30
OMERS Administration Corp
Ontario, Canada
$109M – – –
Goldman Sachs
31
Goldman Sachs
New York
$106M +$13.2M +207,648 +14%
ETC
32
Evercore Trust Company
New York
$94.6M +$94.6M +1,492,454 New
UBS AM
33
UBS AM
Illinois
$92.5M -$6.61M -104,719 -7%
CAM
34
Cidel Asset Management
Ontario, Canada
$87.2M +$654K +10,387 +0.8%
AQR Capital Management
35
AQR Capital Management
Connecticut
$86.9M +$6.03M +95,593 +7%
Bank of America
36
Bank of America
North Carolina
$79.7M +$3.49K +55 +0%
SC
37
Scotia Capital
Ontario, Canada
$76.7M -$4.72M -74,634 -6%
CA
38
Cortland Advisers
Delaware
$71.4M -$14.8M -233,183 -17%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$62.4M +$1.37M +21,582 +2%
Ameriprise
40
Ameriprise
Minnesota
$58.9M -$5.38M -84,831 -8%
AII
41
AGF Investments Inc
Ontario, Canada
$58.8M +$22.7M +357,779 +63%
State of Tennessee, Department of Treasury
42
State of Tennessee, Department of Treasury
Tennessee
$58.7M +$6.56M +103,931 +13%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$54.9M +$17.9M +281,630 +48%
AL
44
AJO LP
Pennsylvania
$54.1M +$54.1M +853,143 New
CCMIC
45
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$53.7M -$1.23M -19,568 -2%
MHI
46
Miller Howard Investments
New York
$51.6M -$2.35M -37,132 -4%
Axa
47
Axa
France
$50.8M -$2.46M -39,022 -5%
Citigroup
48
Citigroup
New York
$49.7M -$1.65M -26,067 -3%
SRAIM
49
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$47.9M -$18.3M -289,270 -28%
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$47.4M -$244K -3,850 -0.5%
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