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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $18.3B invested in Bank of Montreal in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 31 closing their positions.

Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
9.55%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
41
Increased
118
Reduced
124
Closed
31
Calls
$149M
Puts
$95.7M
Net Calls
+$53.3M
Net Calls Change
-$36.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$260M
2
CA
2
Cortland Advisers
Delaware
$88.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$842M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$103M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.22B
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.47B
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$1.57B
4
Canada Life
4
Canada Life
Manitoba, Canada
$272M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
101
M&T Bank
New York
$5.74M 96,847 +6,060 +7%
Marshall Wace
102
Marshall Wace
United Kingdom
$5.72M 96,484 +96,484 New
LAM
103
Lingohr Asset Management
Germany
$5.67M 95,245 +12,200 +15%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$5.64M 95,212 +2,000 +2%
US Bancorp
105
US Bancorp
Minnesota
$5.64M 95,046 +14,741 +18%
CAM
106
Capstone Asset Management
Texas
$5.54M 93,512 +4,160 +5%
BCIM
107
British Columbia Investment Management
British Columbia, Canada
$4.85M 102,075 +2,618 +3%
FWCM
108
Ferguson Wellman Capital Management
Oregon
$4.57M 77,019 +65,570 +573%
NIA
109
Northstar Investment Advisors
Colorado
$4.44M 74,862 +5,011 +7%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$4.43M 74,725 +74,725 New
BAM
111
Berkshire Asset Management
Pennsylvania
$4.42M 74,590 -1,155 -2%
LC
112
Lubar & Co
Wisconsin
$4.42M 74,551 -4,168 -5%
PPA
113
Parametric Portfolio Associates
Washington
$4.33M 73,063 +3,652 +5%
Comerica Bank
114
Comerica Bank
Texas
$4.15M 70,066 +37,003 +112%
TCIM
115
TIAA CREF Investment Management
New York
$3.85M 65,000 – –
OTPPB
116
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.67M 61,930 -159,757 -72%
LCP
117
Legacy Capital Partners
Wisconsin
$3.6M 60,750 -2,216 -4%
RG
118
Rathbones Group
United Kingdom
$3.45M 58,256 – –
PI
119
PineBridge Investments
New York
$3.17M 42,874 +374 +0.9%
ARTA
120
A.R.T. Advisors
New York
$3.16M 53,263 -28,972 -35%
NFA
121
Nationwide Fund Advisors
Ohio
$3.04M 51,325 +22,052 +75%
FAB
122
First American Bank
Illinois
$2.99M 50,390 -1,560 -3%
USAA
123
United Services Automobile Association
Texas
$2.96M 50,000 – –
ACM
124
Azimuth Capital Management
Michigan
$2.86M 48,237 +25 +0.1%
CC
125
Cipher Capital
New York
$2.84M 47,965 +25,862 +117%
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5
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