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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$662M
2
Goldman Sachs
Goldman Sachs
New York
$89.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$924M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$186M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
$357M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.34B
3
IGIM
I.G. Investment Management
Manitoba, Canada
$885M
4
TCIM
TIAA CREF Investment Management
New York
$0
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$988M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$38.9M -$8.47M -138,900 -18%
AC
52
Addenda Capital
Quebec, Canada
$38.4M -$7.99M -130,950 -17%
VRS
53
Virginia Retirement System
Virginia
$36.4M +$36.4M +597,400 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$35.4M +$6.59M +108,633 +23%
AII
55
AGF Investments Inc
Ontario, Canada
$34.6M -$7.36M -121,405 -18%
ATN
56
AMF Tjänstepension
Sweden
$33.8M +$4.08M +66,482 +14%
Morgan Stanley
57
Morgan Stanley
New York
$33.7M -$21.8M -358,975 -39%
Wells Fargo
58
Wells Fargo
California
$31.8M -$37.5K -618 -0.1%
BONST
59
Bank of Nova Scotia Trust
Ontario, Canada
$30.7M +$844K +13,900 +3%
Fiera Capital (Canada)
60
Fiera Capital (Canada)
Quebec, Canada
$27.9M -$7.56M -124,365 -21%
AG
61
Aperio Group
California
$25.4M -$1.48M -24,397 -6%
TAM
62
Taylor Asset Management
Ontario, Canada
$24.8M -$7.22M -118,900 -23%
Credit Agricole
63
Credit Agricole
France
$23.2M -$2.38M -39,142 -9%
Zurich Cantonal Bank
64
Zurich Cantonal Bank
Switzerland
$22.6M +$2.46M +40,396 +12%
Aviva
65
Aviva
United Kingdom
$22.5M +$520K +8,557 +2%
AllianceBernstein
66
AllianceBernstein
Tennessee
$21.8M -$611K -10,061 -3%
AAF
67
Andra AP-fonden
Sweden
$21.5M +$21.5M +272,300 New
TAM
68
Todd Asset Management
Kentucky
$21.4M +$12.2M +201,340 +133%
Barclays
69
Barclays
United Kingdom
$20.7M +$3.51M +58,570 +20%
MCM
70
McKinley Capital Management
Alaska
$20.5M +$6.05M +76,690 +42%
Korea Investment Corp
71
Korea Investment Corp
South Korea
$19.7M +$10.3M +168,600 +109%
Northern Trust
72
Northern Trust
Illinois
$19.3M -$2.3M -38,152 -11%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$18.2M -$528K -8,680 -3%
LM
74
Lincluden Management
Ontario, Canada
$17.6M – – –
GCA
75
Guardian Capital Advisors
Ontario, Canada
$17.4M -$102K -1,653 -0.6%
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