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Bank of Montreal
BMO

Overview Fund Activity

379 hedge funds and large institutions have $20.1B invested in Bank of Montreal in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 125 reducing their positions, and 31 closing their positions.

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.13%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
44
Increased
118
Reduced
125
Closed
31
Calls
$205M
Puts
$86.9M
Net Calls
+$119M
Net Calls Change
-$29.2M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$807M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$202M
3
ETC
3
Evercore Trust Company
New York
$94.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$782M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$224M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$0
2
Franklin Resources
2
Franklin Resources
California
$338M
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$869M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$150M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFL
51
Jarislowsky, Fraser Ltd
Quebec, Canada
$46.1M +$37.6M +1,006,219 +439%
Grantham, Mayo, Van Otterloo & Co (GMO)
52
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$44.5M -$5.87M -93,100 -12%
ATN
53
AMF Tjänstepension
Sweden
$44.1M +$9.44M +149,836 +27%
Allianz Asset Management
54
Allianz Asset Management
Germany
$42.5M +$8.52M +135,155 +25%
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$42.5M +$91.1K +1,437 +0.2%
UBS Group
56
UBS Group
Switzerland
$41.5M -$926K -14,614 -2%
Morgan Stanley
57
Morgan Stanley
New York
$41.3M +$6.09M +96,123 +17%
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$38.4M -$1.84M -29,200 -5%
Wells Fargo
59
Wells Fargo
California
$38M +$4.78M +75,410 +14%
VRS
60
Virginia Retirement Systems
Virginia
$36.6M +$36.6M +580,000 New
BONST
61
Bank of Nova Scotia Trust
Ontario, Canada
$32.8M +$755K +11,917 +2%
AG
62
Aperio Group
California
$31.8M +$5.25M +82,889 +20%
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$29.4M +$29.4M +465,074 New
Korea Investment Corp
64
Korea Investment Corp
South Korea
$28.5M +$8.08M +128,100 +40%
Fiera Capital (Canada)
65
Fiera Capital (Canada)
Quebec, Canada
$26.7M -$2.19M -34,795 -8%
Credit Agricole
66
Credit Agricole
France
$25.7M +$1.5M +23,680 +6%
TAM
67
Taylor Asset Management
Ontario, Canada
$25.3M -$647K -10,200 -2%
Aviva
68
Aviva
United Kingdom
$24.4M +$1.09M +17,307 +5%
Zurich Cantonal Bank
69
Zurich Cantonal Bank
Switzerland
$22.9M -$458K -7,254 -2%
CCMG
70
Clark Capital Management Group
Pennsylvania
$22.8M +$5.4M +85,124 +31%
TAM
71
Todd Asset Management
Kentucky
$22.4M +$37.1K +585 +0.2%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$22.2M +$3.27M +51,657 +17%
MCM
73
McKinley Capital Management
Alaska
$21.2M -$123K -1,500 -0.6%
Northern Trust
74
Northern Trust
Illinois
$20.8M +$550K +8,682 +3%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$20.3M +$19.9M +243,196 +5,054%
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