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Bank of Montreal
BMO

Overview Fund Activity

401 hedge funds and large institutions have $22.9B invested in Bank of Montreal in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+23
Holders Change %
+6.08%
% of All Funds
10.04%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.75%
New
63
Increased
117
Reduced
137
Closed
32
Calls
$164M
Puts
$147M
Net Calls
+$16.6M
Net Calls Change
-$143M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$289M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$434M
3
PIC
3
PCJ Investment Counsel
Ontario, Canada
$77.9M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$442M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$184M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.61B
2
IGIM
2
I.G. Investment Management
Manitoba, Canada
$858M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$941M
4
APG Asset Management
4
APG Asset Management
Netherlands
$38.9M
5
AL
5
AJO LP
Pennsylvania
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cortland Advisers
Delaware
$52.6M -$3.28M -45,564 -6%
Massachusetts Financial Services
52
Massachusetts Financial Services
Massachusetts
$49.2M +$35.9K +499 +0.1%
Citigroup
53
Citigroup
New York
$48.1M -$8.83M -122,613 -16%
STMM
54
South Texas Money Management
Texas
$47.5M +$21.7M +302,289 +84%
National Pension Service
55
National Pension Service
South Korea
$46.9M +$46.9M +485,759 New
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$42.4M -$11.6M -161,231 -21%
Renaissance Technologies
57
Renaissance Technologies
New York
$40.8M +$14.9M +207,000 +58%
Northern Trust
58
Northern Trust
Illinois
$40.5M +$17.2M +239,814 +74%
APG Asset Management
59
APG Asset Management
Netherlands
$38.9M -$56.3M -824,169 -59%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$38.5M -$17M -235,640 -31%
UBS Group
61
UBS Group
Switzerland
$38.3M -$4.34M -60,312 -10%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$37.5M -$1.4M -19,402 -4%
Wells Fargo
63
Wells Fargo
California
$37.3M -$6.85M -95,257 -16%
LM
64
Lincluden Management
Ontario, Canada
$34.9M +$13.6M +189,645 +64%
VRS
65
Virginia Retirement Systems
Virginia
$34.8M -$6.99M -97,100 -17%
Korea Investment Corp
66
Korea Investment Corp
South Korea
$33.4M -$4.46M -61,900 -12%
Credit Agricole
67
Credit Agricole
France
$31.5M -$800K -11,123 -2%
Invesco
68
Invesco
Georgia
$31.1M +$4.23M +58,806 +16%
Aviva
69
Aviva
United Kingdom
$30.2M -$683K -9,526 -2%
TAM
70
Taylor Asset Management
Ontario, Canada
$28.3M +$374K +5,200 +1%
MCM
71
McKinley Capital Management
Alaska
$28.1M +$134K +1,390 +0.5%
GCA
72
Guardian Capital Advisors
Ontario, Canada
$27.5M -$346K -3,590 -1%
CCMG
73
Clark Capital Management Group
Pennsylvania
$26.5M +$1.56M +21,628 +6%
TAM
74
Todd Asset Management
Kentucky
$25.3M -$3.13M -43,494 -11%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$25M -$2.79M -28,939 -10%
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