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Bank of Montreal
BMO

Overview Fund Activity

317 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 31 closing their positions.

Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
10.28%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.91%
New
32
Increased
119
Reduced
101
Closed
31
Calls
$261M
Puts
$109M
Net Calls
+$152M
Net Calls Change
+$144M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$801M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$140M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$755M
4
Canada Life
4
Canada Life
Manitoba, Canada
$362M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$128M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$21.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.68B
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$1.18B
4
IIM
4
Intact Investment Management
Quebec, Canada
$15.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.68B 55,007,247 -622,966 -1%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$1.89B 28,331,926 +137,387 +0.5%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.81B 27,046,520 +125,427 +0.5%
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$1.74B 26,060,154 -167,577 -0.6%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.55B 23,252,297 +302,003 +1%
IGIM
6
I.G. Investment Management
Manitoba, Canada
$1.18B 17,706,641 -546,760 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$801M 12,006,420 +4,890,756 +69%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$755M 11,306,348 +1,224,760 +12%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$727M 10,876,131 +4,802 +0%
Norges Bank
10
Norges Bank
Norway
$392M 5,860,462 +156,646 +3%
Canada Life
11
Canada Life
Manitoba, Canada
$362M 5,422,627 +938,219 +21%
LBA
12
Letko, Brosseau & Associates
Quebec, Canada
$359M 5,368,955 -25,003 -0.5%
Franklin Resources
13
Franklin Resources
California
$358M 5,370,702 +386,071 +8%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$301M 4,510,287 +297,448 +7%
Legal & General Group
15
Legal & General Group
United Kingdom
$188M 2,816,876 +42,021 +2%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$177M 2,642,712 -95,246 -3%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$161M 2,341,260 +47,225 +2%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$154M 2,299,522 +525,594 +30%
Mawer Investment Management
19
Mawer Investment Management
Alberta, Canada
$140M 2,097,857 +2,097,857 New
APG Asset Management
20
APG Asset Management
Netherlands
$129M 1,926,743 -211,708 -10%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$128M 1,919,700 +825,300 +75%
OTPPB
22
Ontario Teachers' Pension Plan Board
Ontario, Canada
$122M 1,817,813 -194,076 -10%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$121M 1,811,843 -139,701 -7%
UBS AM
24
UBS AM
Illinois
$112M 1,671,800 +10,732 +0.6%
SC
25
Scotia Capital
Ontario, Canada
$112M 1,671,659 +490,413 +42%
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