BMO icon

Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$357M
2
AIMCA
2
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M
3
TCIM
3
TIAA CREF Investment Management
New York
$70M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$327M
5
GC
5
Guardian Capital
Ontario, Canada
$290M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.24B
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$978M
3
IIM
3
Intact Investment Management
Quebec, Canada
$8.34M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$407M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$809M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
51
Addenda Capital
Quebec, Canada
$42.8M 761,110 +9,750 +1%
Allianz Asset Management
52
Allianz Asset Management
Germany
$42.1M 544,490 +321,738 +144%
AII
53
AGF Investments Inc
Ontario, Canada
$39M 691,199 -338,049 -33%
BKBG
54
BHF Kleinwort Benson Group
Belgium
$38.2M 488,895 +166,053 +51%
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$38.1M 675,429 +491,298 +267%
Stifel Financial
56
Stifel Financial
Missouri
$35.4M 626,978 +2,914 +0.5%
HHC
57
Hutchin Hill Capital
New York
$35.3M 625,000 +50,000 +9%
Fiera Capital (Canada)
58
Fiera Capital (Canada)
Quebec, Canada
$32.9M 582,864 +359,518 +161%
Invesco
59
Invesco
Georgia
$32.4M 574,350 -53,849 -9%
Goldman Sachs
60
Goldman Sachs
New York
$30.9M 548,071 +61,130 +13%
VRS
61
Virginia Retirement Systems
Virginia
$30.7M 545,800 +19,800 +4%
TAM
62
Taylor Asset Management
Ontario, Canada
$29.8M 528,000 -46,700 -8%
Wells Fargo
63
Wells Fargo
California
$29.6M 524,711 -17,309 -3%
BONST
64
Bank of Nova Scotia Trust
Ontario, Canada
$27.7M 491,758 +2,016 +0.4%
ATN
65
AMF Tjänstepension
Sweden
$26.9M 484,012 +80,849 +20%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$26.8M 475,019 +33,097 +7%
AG
67
Aperio Group
California
$25M 443,406 +69,034 +18%
Credit Agricole
68
Credit Agricole
France
$23.8M 421,424 +13,685 +3%
AllianceBernstein
69
AllianceBernstein
Tennessee
$20.8M 369,115 -17,747 -5%
Aviva
70
Aviva
United Kingdom
$20.3M 360,891 +39,668 +12%
Northern Trust
71
Northern Trust
Illinois
$20.2M 358,352 +73,693 +26%
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$19.9M 254,550 +150,806 +145%
Zurich Cantonal Bank
73
Zurich Cantonal Bank
Switzerland
$18.6M 330,366 +231,466 +234%
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
$18.1M 322,100 +168,700 +110%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$17.4M 308,044 -189,717 -38%
1 2
3
4 5