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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 %
AllianceBernstein
76
AllianceBernstein
Tennessee
$20.2M -$2.56M -40,373 -11%
Invesco
77
Invesco
Georgia
$18.8M +$5.25M +82,772 +39%
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$17.8M +$13.4M +212,100 +304%
GCA
79
Guardian Capital Advisors
Ontario, Canada
$17.8M -$4.96K -79 -0%
LM
80
Lincluden Management
Ontario, Canada
$16.3M -$1.49M -23,510 -8%
ACI
81
AMP Capital Investors
Australia
$16M -$365K -5,770 -2%
AAF
82
Andra AP-fonden
Sweden
$15.6M -$6.73M -82,100 -30%
DJSG
83
D.J. St. Germain
Massachusetts
$15M +$8.11K +128 +0.1%
TRSOTSOK
84
Teachers Retirement System of the State of Kentucky
Kentucky
$14.8M – – –
MC
85
Martin Currie
United Kingdom
$12.9M -$3.31M -52,200 -20%
GIBU
86
Gulf International Bank (UK)
United Kingdom
$12M – – –
AC
87
Addenda Capital
Quebec, Canada
$11.3M -$28.5M -450,970 -72%
STMM
88
South Texas Money Management
Texas
$11.3M +$11.3M +178,209 New
First Trust Advisors
89
First Trust Advisors
Illinois
$10.9M +$2.38M +37,554 +28%
JIR
90
James Investment Research
Ohio
$10.8M +$10.8M +169,916 New
DWM
91
Dorchester Wealth Management
Quebec, Canada
$10.5M +$159K +2,499 +2%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$10.1M +$5.23M +82,452 +108%
Wellington Management Group
93
Wellington Management Group
Massachusetts
$9.75M -$2.53M -40,096 -21%
FWCM
94
Ferguson Wellman Capital Management
Oregon
$9.18M +$853K +13,450 +10%
Public Sector Pension Investment Board (PSP Investments)
95
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.08M -$2.44M -38,700 -21%
MME
96
Meag Munich Ergo
Germany
$8.91M – – –
AC
97
Amici Capital
New York
$8.61M – – –
HHC
98
Hutchin Hill Capital
New York
$8.25M +$1.27M +20,100 +18%
PRA
99
Parametric Risk Advisors
Connecticut
$8.23M – – –
HAM
100
Highstreet Asset Management
Ontario, Canada
$8.21M +$2.14M +33,788 +35%
2 3
4
5 6