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Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$289M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$434M
3
PIC
3
PCJ Investment Counsel
Ontario, Canada
$77.9M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$442M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$184M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.61B
2
IGIM
2
I.G. Investment Management
Manitoba, Canada
$858M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$941M
4
APG Asset Management
4
APG Asset Management
Netherlands
$38.9M
5
AL
5
AJO LP
Pennsylvania
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$134M +$930K +12,952 +0.7%
CS
27
Credit Suisse
Switzerland
$128M -$9.97M -138,641 -7%
OAC
28
OMERS Administration Corp
Ontario, Canada
$125M – – –
UBS AM
29
UBS AM
Illinois
$120M +$9.65M +133,964 +9%
SC
30
Scotia Capital
Ontario, Canada
$115M +$21.5M +298,684 +23%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$112M +$112M +1,559,097 New
Fidelity Investments
32
Fidelity Investments
Massachusetts
$109M -$3.53M -49,010 -3%
Allianz Asset Management
33
Allianz Asset Management
Germany
$108M +$8.46M +117,465 +9%
ETC
34
Evercore Trust Company
New York
$107M +$690K +9,598 +0.7%
Ameriprise
35
Ameriprise
Minnesota
$102M +$28M +388,826 +38%
CAM
36
Cidel Asset Management
Ontario, Canada
$97.6M +$7.47M +103,872 +8%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$92.8M +$63.9M +890,489 +221%
AII
38
AGF Investments Inc
Ontario, Canada
$88.7M +$15.8M +219,960 +22%
IIM
39
Intact Investment Management
Quebec, Canada
$87.4M +$45.1M +466,900 +107%
Deutsche Bank
40
Deutsche Bank
Germany
$83.8M -$21.5M -299,604 -20%
PIC
41
PCJ Investment Counsel
Ontario, Canada
$77.9M +$77.9M +1,081,400 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$73.2M +$324K +4,511 +0.4%
Bank of America
43
Bank of America
North Carolina
$72.4M -$6.7M -93,153 -8%
Morgan Stanley
44
Morgan Stanley
New York
$70.4M +$11.6M +160,626 +20%
Goldman Sachs
45
Goldman Sachs
New York
$66.6M +$8.27M +115,024 +14%
Axa
46
Axa
France
$58.8M -$1.38M -19,140 -2%
CCMIC
47
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$58.1M -$478K -6,641 -0.8%
BONST
48
Bank of Nova Scotia Trust
Ontario, Canada
$56.5M +$6.28M +87,384 +13%
MHI
49
Miller Howard Investments
New York
$54.5M -$2.27M -31,494 -4%
ATN
50
AMF Tjänstepension
Sweden
$52.9M +$1.85M +25,750 +4%
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