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Bank of Montreal
BMO

Overview Fund Activity

378 hedge funds and large institutions have $20.8B invested in Bank of Montreal in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
32
Increased
125
Reduced
127
Closed
29
Calls
$224M
Puts
$64.4M
Net Calls
+$160M
Net Calls Change
+$41.2M

Top Buyers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$181M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$90.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.63B
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$123M
5
IIM
5
Intact Investment Management
Quebec, Canada
$37.7M

Top Sellers

1
JFL
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$53.2M
3
APG Asset Management
3
APG Asset Management
Netherlands
$120M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$107M
5
SRAIM
5
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$49.2M -$7.52M -114,739 -13%
ATN
52
AMF Tjänstepension
Sweden
$46.4M +$578K +8,830 +1%
BONST
53
Bank of Nova Scotia Trust
Ontario, Canada
$45.8M +$11.9M +180,808 +35%
Massachusetts Financial Services
54
Massachusetts Financial Services
Massachusetts
$44.8M +$874K +13,336 +2%
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$41.4M -$13.9M -187,350 -25%
Wells Fargo
56
Wells Fargo
California
$40.2M +$932K +14,216 +2%
UBS Group
57
UBS Group
Switzerland
$38.9M -$4M -60,999 -9%
VRS
58
Virginia Retirement Systems
Virginia
$37.9M – – –
IIM
59
Intact Investment Management
Quebec, Canada
$37.7M +$32.2M +374,023 +583%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$35.3M -$4.47M -68,300 -11%
Korea Investment Corp
61
Korea Investment Corp
South Korea
$34.4M +$4.84M +74,004 +16%
AG
62
Aperio Group
California
$33.1M +$224K +3,410 +0.7%
Credit Agricole
63
Credit Agricole
France
$29.4M +$2.81M +42,854 +11%
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$26.4M -$1.39M -21,218 -5%
TAM
65
Todd Asset Management
Kentucky
$25.9M +$2.71M +41,282 +12%
TAM
66
Taylor Asset Management
Ontario, Canada
$25.5M -$662K -10,100 -3%
MCM
67
McKinley Capital Management
Alaska
$24.9M +$2.67M +31,100 +12%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$24.8M +$3.46M +40,191 +16%
Invesco
69
Invesco
Georgia
$24.5M +$5.02M +76,575 +26%
SAM
70
Shell Asset Management
Netherlands
$24.2M +$24.2M +281,501 New
Renaissance Technologies
71
Renaissance Technologies
New York
$23.6M +$16.2M +246,895 +219%
STMM
72
South Texas Money Management
Texas
$23.5M +$11.8M +179,917 +101%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$23.1M +$156K +2,381 +0.7%
CCMG
74
Clark Capital Management Group
Pennsylvania
$22.7M -$901K -13,747 -4%
Aviva
75
Aviva
United Kingdom
$21.5M +$2.2M +44,056 +11%
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