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Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$181M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$90.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.63B
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$123M
5
IIM
5
Intact Investment Management
Quebec, Canada
$37.7M

Top Sellers

1
JFL
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$53.2M
3
APG Asset Management
3
APG Asset Management
Netherlands
$120M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$107M
5
SRAIM
5
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$121M +$1.73M +26,386 +1%
APG Asset Management
27
APG Asset Management
Netherlands
$120M -$56.3M -654,736 -32%
OAC
28
OMERS Administration Corp
Ontario, Canada
$113M – – –
EA
29
Emerald Acquisition
Washington
$112M -$14M -214,184 -11%
AIMCA
30
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$107M -$51M -593,000 -32%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$102M -$44.6M -681,202 -30%
UBS AM
32
UBS AM
Illinois
$100M +$4.31M +65,863 +4%
ETC
33
Evercore Trust Company
New York
$96.7M -$1.17M -17,798 -1%
Deutsche Bank
34
Deutsche Bank
Germany
$96M -$24.4M -371,379 -20%
Allianz Asset Management
35
Allianz Asset Management
Germany
$90.3M +$46.1M +702,698 +104%
SC
36
Scotia Capital
Ontario, Canada
$85.6M +$6.2M +94,542 +8%
CAM
37
Cidel Asset Management
Ontario, Canada
$82.1M -$8.63M -131,737 -10%
Bank of America
38
Bank of America
North Carolina
$72.2M -$10.3M -156,590 -12%
Ameriprise
39
Ameriprise
Minnesota
$67.1M +$6.21M +94,639 +10%
AII
40
AGF Investments Inc
Ontario, Canada
$66.5M +$5.71M +87,155 +9%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$66.4M +$1.83M +27,949 +3%
Axa
42
Axa
France
$54.9M +$2.1M +32,020 +4%
Morgan Stanley
43
Morgan Stanley
New York
$53.6M +$10.9M +166,231 +26%
CCMIC
44
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$53.4M -$2.48M -37,868 -4%
Goldman Sachs
45
Goldman Sachs
New York
$53.2M -$56.6M -863,789 -52%
MHI
46
Miller Howard Investments
New York
$51.7M -$1.68M -25,600 -3%
Citigroup
47
Citigroup
New York
$51.7M +$195K +2,978 +0.4%
CA
48
Cortland Advisers
Delaware
$51M -$22.9M -349,622 -31%
State of Tennessee, Department of Treasury
49
State of Tennessee, Department of Treasury
Tennessee
$50.5M -$10.5M -159,738 -17%
AL
50
AJO LP
Pennsylvania
$49.7M -$6.27M -95,668 -11%
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