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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.

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

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$978M
3
IIM
Intact Investment Management
Quebec, Canada
$8.34M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$407M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$809M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
126
Federated Hermes
Pennsylvania
$3.29M -$818K -14,502 -20%
OTPPB
127
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.29M -$7.31M -130,087 -69%
ACM
128
Azimuth Capital Management
Michigan
$3.05M +$159K +2,820 +5%
RG
129
Rathbones Group
United Kingdom
$2.96M – – –
USAA
130
United Services Automobile Association
Texas
$2.82M – – –
DL
131
Delta Lloyd
Netherlands
$2.8M – – –
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$2.8M +$2.8M +49,791 New
EAM
133
Eagle Asset Management
Florida
$2.75M -$7.16K -127 -0.3%
Renaissance Technologies
134
Renaissance Technologies
New York
$2.6M -$22.5M -398,695 -90%
RWM
135
Rench Wealth Management
Texas
$2.47M +$13.8K +245 +0.6%
TH
136
Timber Hill
Connecticut
$2.39M -$610K -10,818 -20%
SWM
137
SVA Wealth Management
Wisconsin
$2.33M -$106K -1,885 -4%
FNBOMD
138
First National Bank of Mount Dora
Florida
$2.3M – – –
BA
139
BKS Advisors
Michigan
$2.17M -$369K -6,535 -15%
DMIC
140
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.12M -$101K -1,791 -5%
WAM
141
World Asset Management
Michigan
$1.94M +$44.4K +787 +2%
PRCM
142
Pine River Capital Management
Minnesota
$1.92M – – –
O
143
OppenheimerFunds
New York
$1.9M +$65.5K +1,161 +4%
Comerica Bank
144
Comerica Bank
Texas
$1.86M +$66.8K +1,287 +4%
DR
145
Davis Rea
Ontario, Canada
$1.77M -$84.5K -1,499 -5%
GWM
146
Graybill Wealth Management
Illinois
$1.77M -$39.8K -705 -2%
CFMC
147
Curbstone Financial Management Corp
New Hampshire
$1.74M +$801K +14,190 +86%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$1.63M -$87.2K -1,546 -5%
RJFSA
149
Raymond James Financial Services Advisors
Florida
$1.61M +$644K +11,459 +67%
PP
150
Prudential plc
United Kingdom
$1.6M +$1.6M +28,400 New
4 5
6
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