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

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.34B
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$885M
4
TCIM
4
TIAA CREF Investment Management
New York
$0
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$988M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
76
Clark Capital Management Group
Pennsylvania
$16.7M +$5.64M +92,881 +51%
IIM
77
Intact Investment Management
Quebec, Canada
$16.2M +$7.74M +98,400 +92%
ACI
78
AMP Capital Investors
Australia
$15.8M +$3.02M +49,460 +24%
MC
79
Martin Currie
United Kingdom
$15.5M -$85K -1,400 -0.5%
Renaissance Technologies
80
Renaissance Technologies
New York
$15M +$12.2M +201,700 +438%
GIBU
81
Gulf International Bank (UK)
United Kingdom
$15M – – –
DJSG
82
D.J. St. Germain
Massachusetts
$14.4M +$91.8K +1,513 +0.6%
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$14.2M +$6.55M +108,000 +86%
JFL
84
Jarislowsky, Fraser Ltd
Quebec, Canada
$14M +$167K +2,740 +1%
Invesco
85
Invesco
Georgia
$13M -$21.9M -360,074 -63%
Wellington Management Group
86
Wellington Management Group
Massachusetts
$11.9M -$3.18M -52,162 -21%
Public Sector Pension Investment Board (PSP Investments)
87
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.1M +$10.2M +168,000 +1,151%
BNP Paribas Asset Management
88
BNP Paribas Asset Management
France
$10M +$355K +5,851 +4%
DWM
89
Dorchester Wealth Management
Quebec, Canada
$9.93M -$236K -3,885 -2%
Millennium Management
90
Millennium Management
New York
$8.63M -$9.4M -154,815 -52%
MME
91
Meag Munich Ergo
Germany
$8.54M -$1.28M -21,000 -13%
AC
92
Amici Capital
New York
$8.24M – – –
First Trust Advisors
93
First Trust Advisors
Illinois
$8.15M +$1.46M +24,112 +22%
FWCM
94
Ferguson Wellman Capital Management
Oregon
$7.98M +$2.99M +49,300 +60%
PRA
95
Parametric Risk Advisors
Connecticut
$7.88M +$7.88M +129,901 New
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$7.46M -$1.89M -31,073 -20%
HHC
97
Hutchin Hill Capital
New York
$6.67M -$31.2M -515,000 -82%
NEI
98
Northwest & Ethical Investments
Ontario, Canada
$6.58M – – –
CS
99
Candriam SCA
Luxembourg
$6.43M +$6.43M +106,055 New
HIM
100
Hillsdale Investment Management
Ontario, Canada
$6.42M -$9.99M -164,640 -61%
2 3
4
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