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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.

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 %
SAM
76
Shell Asset Management
Netherlands
$24.7M -$2.45M -25,412 -9%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$24.5M -$25.9M -287,480 -51%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$24.4M -$979K -13,642 -4%
PPA
79
Parametric Portfolio Associates
Washington
$23.3M +$15.2M +211,965 +190%
ACI
80
AMP Capital Investors
Australia
$22.6M +$1.87M +25,813 +9%
AllianceBernstein
81
AllianceBernstein
Tennessee
$22.4M -$760K -10,572 -3%
AG
82
Aperio Group
California
$22.4M -$13.9M -193,757 -38%
BCM
83
Barometer Capital Management
Ontario, Canada
$21.3M +$3.13M +43,542 +17%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$20.6M – – –
ST
85
Sabal Trust
Florida
$20.6M +$20.6M +286,272 New
Barclays
86
Barclays
United Kingdom
$20.5M +$15.9M +220,885 +347%
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$20M +$3.01M +41,833 +18%
GIBU
88
Gulf International Bank (UK)
United Kingdom
$19M +$110K +1,135 +0.6%
SO
89
STRS Ohio
Ohio
$17.4M +$17.4M +241,550 New
JFL
90
Jarislowsky, Fraser Ltd
Quebec, Canada
$17.3M +$700K +9,724 +4%
DJSG
91
D.J. St. Germain
Massachusetts
$16.9M -$179K -2,485 -1%
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$16.8M -$3.06M -42,600 -15%
AAF
93
Andra AP-fonden
Sweden
$16.4M -$2.55M -26,400 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
94
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16M -$2.59M -35,974 -14%
NA
95
Neuburgh Advisers
California
$15.9M +$15.9M +220,558 New
Citadel Advisors
96
Citadel Advisors
Florida
$15.8M +$2.49M +34,717 +19%
First Trust Advisors
97
First Trust Advisors
Illinois
$15M +$635K +8,826 +4%
NEI
98
Northwest & Ethical Investments
Ontario, Canada
$14.7M +$3.51M +48,800 +31%
MC
99
Martin Currie
United Kingdom
$14.6M -$7.19K -100 -0%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$13.1M -$1.94M -26,954 -13%
2 3
4
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