BMO icon

Bank of Montreal
BMO

Overview Fund Activity

360 hedge funds and large institutions have $17.7B invested in Bank of Montreal in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 35 closing their positions.

Holders
360
Holders Change
+11
Holders Change %
+3.15%
% of All Funds
9.45%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.68%
New
48
Increased
125
Reduced
113
Closed
35
Calls
$113M
Puts
$95.5M
Net Calls
+$17.3M
Net Calls Change
-$2.98M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$357M
2
AIMCA
2
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211M
3
TCIM
3
TIAA CREF Investment Management
New York
$70M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$327M
5
GC
5
Guardian Capital
Ontario, Canada
$290M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.24B
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$978M
3
IIM
3
Intact Investment Management
Quebec, Canada
$8.34M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$407M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$809M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
101
First Trust Advisors
Illinois
$6.22M 110,207 +11,534 +12%
NEI
102
Northwest & Ethical Investments
Ontario, Canada
$6.1M 108,200 +108,200 New
H
103
Hexavest
Quebec, Canada
$5.65M 100,590 -25,765 -20%
CAM
104
Capstone Asset Management
Texas
$5.46M 96,713 -940 -1%
PPA
105
Parametric Portfolio Associates
Washington
$5.45M 96,632 +31,128 +48%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$5.2M 92,244 -1,459 -2%
GC
107
Guggenheim Capital
Illinois
$5.06M 89,746 +61,767 +221%
N
108
Natixis
France
$4.95M 87,989 -16,933 -16%
CPS
109
Counsel Portfolio Services
Ontario, Canada
$4.89M 86,600 -20,000 -19%
CBOA
110
Commonwealth Bank of Australia
Australia
$4.8M 85,057 +7,512 +10%
NIA
111
Northstar Investment Advisors
Colorado
$4.7M 83,268 +3,502 +4%
US Bancorp
112
US Bancorp
Minnesota
$4.65M 82,442 -12,532 -13%
FWCM
113
Ferguson Wellman Capital Management
Oregon
$4.63M 82,119 -615 -0.7%
M&T Bank
114
M&T Bank
New York
$4.55M 80,697 -18,998 -19%
BAM
115
Berkshire Asset Management
Pennsylvania
$4.39M 77,816 -403 -0.5%
LC
116
Lubar & Co
Wisconsin
$4.21M 74,550 – –
NFA
117
Nationwide Fund Advisors
Ohio
$3.98M 70,545 +1,829 +3%
BCIM
118
British Columbia Investment Management
British Columbia, Canada
$3.96M 97,493 +1,031 +1%
PI
119
PineBridge Investments
New York
$3.77M 48,274 -4,725 -9%
LCP
120
Legacy Capital Partners
Wisconsin
$3.66M 64,877 +627 +1%
QI
121
QS Investors
New York
$3.65M 64,715 +61,443 +1,878%
LPL Financial
122
LPL Financial
California
$3.54M 64,673 +33,933 +110%
PP
123
Paloma Partners
Connecticut
$3.53M 62,485 +62,485 New
RJA
124
Raymond James & Associates
Florida
$3.39M 60,389 -29,557 -33%
LSV Asset Management
125
LSV Asset Management
Illinois
$3.36M 59,500 – –
3 4
5
6 7