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Bank of Montreal
BMO

Overview Fund Activity

358 hedge funds and large institutions have $22.5B invested in Bank of Montreal in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
10.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
26
Increased
127
Reduced
129
Closed
25
Calls
$198M
Puts
$146M
Net Calls
+$52.5M
Net Calls Change
-$33.3M

Top Buyers

1
GC
1
Guardian Capital
Ontario, Canada
$261M
2
CCMIC
2
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$91.6M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.8B
5
Two Sigma Investments
5
Two Sigma Investments
New York
$82.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$427M
2
IIM
2
Intact Investment Management
Quebec, Canada
$60.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.11B
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$24.7M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTPPB
51
Ontario Teachers' Pension Plan Board
Ontario, Canada
$34.6M -$8.88M -120,416 -20%
Millennium Management
52
Millennium Management
New York
$34.2M +$9.46M +128,560 +38%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.8M -$24.6M -333,700 -42%
Stifel Financial
54
Stifel Financial
Missouri
$32.5M +$892K +12,116 +3%
Federated Hermes
55
Federated Hermes
Pennsylvania
$32M +$7.76M +105,405 +32%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$31.4M -$5.8M -78,798 -16%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$29.1M +$4.34M +58,949 +18%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$29M +$9.78M +132,511 +51%
HHC
59
Hutchin Hill Capital
New York
$27.7M +$10.8M +146,700 +64%
GMI
60
Greystone Managed Investments
Saskatchewan, Canada
$24.8M -$404K -5,482 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
61
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$24.7M – – –
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$24.7M -$43.5M -590,277 -64%
Renaissance Technologies
63
Renaissance Technologies
New York
$23.3M +$6.24M +84,800 +37%
ACI
64
AMP Capital Investors
Australia
$23M -$52.7K -715 -0.2%
BTS
65
BB&T Securities
Virginia
$22.5M +$2.81M +3,821 +14%
CNB
66
City National Bank
California
$21.7M +$349K +4,738 +2%
AII
67
AGF Investments Inc
Ontario, Canada
$21.1M +$7.87M +106,950 +60%
GCA
68
Guardian Capital Advisors
Ontario, Canada
$20.8M -$727K -8,886 -3%
MTB
69
Mizuho Trust & Banking
Japan
$20.2M +$173K +2,103 +0.9%
Aviva
70
Aviva
United Kingdom
$19.9M +$105K +1,420 +0.5%
Massachusetts Financial Services
71
Massachusetts Financial Services
Massachusetts
$19.6M +$7.44M +101,006 +61%
DJSG
72
D.J. St. Germain
Massachusetts
$19.4M -$119K -1,610 -0.6%
DekaBank Deutsche Girozentrale
73
DekaBank Deutsche Girozentrale
Germany
$18.3M -$1.59M -21,042 -8%
N
74
Natixis
France
$17.4M -$813K -11,028 -4%
JFL
75
Jarislowsky, Fraser Ltd
Quebec, Canada
$16.9M -$37.5K -508 -0.2%
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