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Bank of Montreal
BMO

Overview Fund Activity

348 hedge funds and large institutions have $19.8B invested in Bank of Montreal in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.

Holders
348
Holders Change
+31
Holders Change %
+9.78%
% of All Funds
10.11%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.7%
New
56
Increased
107
Reduced
118
Closed
22
Calls
$220M
Puts
$156M
Net Calls
+$63.9M
Net Calls Change
-$88M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$259M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.86B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$115M
4
CS
4
Credit Suisse
Switzerland
$85.3M
5
LM
5
Lincluden Management
Ontario, Canada
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$608M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.54B
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$120M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.1M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.54B 53,146,278 -1,860,969 -3%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$1.88B 28,253,854 -78,072 -0.3%
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$1.86B 27,884,174 +1,824,020 +7%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.79B 26,857,048 -189,472 -0.7%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.55B 23,322,197 +69,900 +0.3%
IGIM
6
I.G. Investment Management
Manitoba, Canada
$1.13B 16,921,971 -784,670 -4%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$746M 11,189,597 -116,751 -1%
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$699M 10,493,741 -382,390 -4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$608M 9,117,461 -2,888,959 -24%
Franklin Resources
10
Franklin Resources
California
$386M 5,790,087 +419,385 +8%
Canada Life
11
Canada Life
Manitoba, Canada
$381M 5,706,560 +283,933 +5%
Norges Bank
12
Norges Bank
Norway
$374M 5,607,423 -253,039 -4%
LBA
13
Letko, Brosseau & Associates
Quebec, Canada
$345M 5,189,341 -179,614 -3%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$289M 4,334,644 -175,643 -4%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$259M 3,885,040 +1,965,340 +102%
LM
16
Lincluden Management
Ontario, Canada
$225M 550,710 +127,930 +30%
Legal & General Group
17
Legal & General Group
United Kingdom
$187M 2,801,015 -15,861 -0.6%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$167M 2,510,360 +210,838 +9%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$158M 2,227,660 -113,600 -5%
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$141M 2,120,535 +22,678 +1%
AIMCA
21
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$134M 1,885,600 +289,900 +18%
APG Asset Management
22
APG Asset Management
Netherlands
$128M 1,917,510 -9,233 -0.5%
Ameriprise
23
Ameriprise
Minnesota
$121M 1,811,319 +158,230 +10%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$120M 1,796,102 -846,610 -32%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$115M 1,725,074 +1,406,249 +441%
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