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Bank of Montreal
BMO

Overview Fund Activity

349 hedge funds and large institutions have $16.9B invested in Bank of Montreal in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.75%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.75%
New
33
Increased
121
Reduced
122
Closed
35
Calls
$145M
Puts
$125M
Net Calls
+$20.3M
Net Calls Change
-$33M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$59M
3
SRAIM
3
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$50M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$462M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$1.15B
2
EAM
2
Eagle Asset Management
Florida
$2.66M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.06B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.9M
5
RJA
5
Raymond James & Associates
Florida
$4.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$40.8M 747,895 +13,595 +2%
AC
52
Addenda Capital
Quebec, Canada
$40.8M 751,360 +1,490 +0.2%
Invesco
53
Invesco
Georgia
$34.3M 628,199 -70,501 -10%
Stifel Financial
54
Stifel Financial
Missouri
$34M 624,064 +79,057 +15%
HHC
55
Hutchin Hill Capital
New York
$31.4M 575,000 – –
TAM
56
Taylor Asset Management
Ontario, Canada
$31.3M 574,700 -17,400 -3%
Millennium Management
57
Millennium Management
New York
$30.3M 556,220 +170,169 +44%
Wells Fargo
58
Wells Fargo
California
$29.6M 542,020 -71,516 -12%
VRS
59
Virginia Retirement Systems
Virginia
$28.6M 526,000 +11,900 +2%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$27.1M 497,761 -11,638 -2%
BONST
61
Bank of Nova Scotia Trust
Ontario, Canada
$26.7M 489,742 +16,990 +4%
Goldman Sachs
62
Goldman Sachs
New York
$26.6M 486,941 +66,747 +16%
Renaissance Technologies
63
Renaissance Technologies
New York
$24.3M 444,695 +26,100 +6%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$24.1M 441,922 -217,677 -33%
BKBG
65
BHF Kleinwort Benson Group
Belgium
$23.5M 322,842 +218,640 +210%
Credit Agricole
66
Credit Agricole
France
$22.2M 407,739 +230,409 +130%
ATN
67
AMF Tjänstepension
Sweden
$21.9M 403,163 -12,300 -3%
AllianceBernstein
68
AllianceBernstein
Tennessee
$21.1M 386,862 -13,356 -3%
AG
69
Aperio Group
California
$20.4M 374,372 -27,572 -7%
Aviva
70
Aviva
United Kingdom
$17.4M 321,223 -16,082 -5%
LM
71
Lincluden Management
Ontario, Canada
$16.7M 305,200 -16,835 -5%
Allianz Asset Management
72
Allianz Asset Management
Germany
$15.9M 222,752 -573,277 -72%
GCA
73
Guardian Capital Advisors
Ontario, Canada
$15.9M 292,314 -10,126 -3%
Northern Trust
74
Northern Trust
Illinois
$15.5M 284,659 +46,761 +20%
Barclays
75
Barclays
United Kingdom
$14.9M 275,674 -1,443 -0.5%
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