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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.

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 %
Northern Trust
76
Northern Trust
Illinois
$21.2M -$339K -5,166 -2%
AllianceBernstein
77
AllianceBernstein
Tennessee
$21.1M +$234K +3,571 +1%
LM
78
Lincluden Management
Ontario, Canada
$19.4M +$2.55M +38,970 +15%
ACI
79
AMP Capital Investors
Australia
$18.8M +$2.29M +34,992 +14%
Canada Pension Plan Investment Board
80
Canada Pension Plan Investment Board
Ontario, Canada
$18.7M +$313K +4,792 +2%
GCA
81
Guardian Capital Advisors
Ontario, Canada
$18.3M +$362K +5,722 +2%
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$18.1M +$2.79M +42,600 +18%
AAF
83
Andra AP-fonden
Sweden
$16.9M +$559K +6,500 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
84
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.9M -$29.2M -446,900 -63%
BCM
85
Barometer Capital Management
Ontario, Canada
$16.5M +$16.5M +252,100 New
JIR
86
James Investment Research
Ohio
$16.5M +$5.37M +81,903 +48%
DJSG
87
D.J. St. Germain
Massachusetts
$15.6M +$41.3K +630 +0.3%
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$15.4M -$8.34M -127,475 -35%
JFL
89
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.1M -$65.7M -1,004,677 -81%
DekaBank Deutsche Girozentrale
90
DekaBank Deutsche Girozentrale
Germany
$13.6M +$6.78M +103,892 +99%
MC
91
Martin Currie
United Kingdom
$13.3M – – –
First Trust Advisors
92
First Trust Advisors
Illinois
$13.1M +$1.82M +27,770 +16%
GIBU
93
Gulf International Bank (UK)
United Kingdom
$12.8M +$386K +5,900 +3%
FWCM
94
Ferguson Wellman Capital Management
Oregon
$12.5M +$3.01M +45,849 +32%
NI
95
Numeric Investors
Massachusetts
$12.4M +$6.63M +101,400 +116%
Citadel Advisors
96
Citadel Advisors
Florida
$12.2M +$12.2M +185,767 New
AC
97
Addenda Capital
Quebec, Canada
$11.3M – – –
Wellington Management Group
98
Wellington Management Group
Massachusetts
$10.9M +$835K +12,770 +8%
DWM
99
Dorchester Wealth Management
Quebec, Canada
$10.4M -$511K -7,791 -5%
NEI
100
Northwest & Ethical Investments
Ontario, Canada
$10.2M +$2.73M +41,600 +36%
2 3
4
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