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Bank of Montreal
BMO

Overview Fund Activity

354 hedge funds and large institutions have $19.9B invested in Bank of Montreal in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 26 closing their positions.

Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
10.23%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
34
Increased
137
Reduced
102
Closed
26
Calls
$208M
Puts
$116M
Net Calls
+$91.8M
Net Calls Change
+$27.9M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.71B
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$406M
3
IIM
3
Intact Investment Management
Quebec, Canada
$92M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$188M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$792M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$321M
2
IGIM
2
I.G. Investment Management
Manitoba, Canada
$1.08B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$241M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$129M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.84B
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.71B 55,403,443 +2,257,165 +4%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$1.9B 28,328,226 +74,372 +0.3%
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$1.84B 27,435,911 -448,263 -2%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.8B 26,914,731 +57,683 +0.2%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.6B 23,893,197 +571,000 +2%
IGIM
6
I.G. Investment Management
Manitoba, Canada
$1.08B 16,072,889 -849,082 -5%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$792M 11,815,426 +625,829 +6%
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$702M 10,482,855 -10,886 -0.1%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$406M 6,055,240 +2,170,200 +56%
Franklin Resources
10
Franklin Resources
California
$399M 5,962,522 +172,435 +3%
Norges Bank
11
Norges Bank
Norway
$387M 5,774,558 +167,135 +3%
Canada Life
12
Canada Life
Manitoba, Canada
$366M 5,497,434 -209,126 -4%
LBA
13
Letko, Brosseau & Associates
Quebec, Canada
$344M 5,134,053 -55,288 -1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$321M 4,794,761 -4,322,700 -47%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$241M 3,600,845 -733,799 -17%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$188M 2,819,845 +1,094,771 +63%
Legal & General Group
17
Legal & General Group
United Kingdom
$183M 2,733,910 -67,105 -2%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$170M 2,297,059 +69,399 +3%
AIMCA
19
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$165M 2,233,800 +348,200 +18%
APG Asset Management
20
APG Asset Management
Netherlands
$131M 1,956,719 +39,209 +2%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$129M 1,930,503 -579,857 -23%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$124M 1,849,722 +53,620 +3%
Mawer Investment Management
23
Mawer Investment Management
Alberta, Canada
$123M 1,841,140 -279,395 -13%
SC
24
Scotia Capital
Ontario, Canada
$121M 1,801,542 +81,823 +5%
Ameriprise
25
Ameriprise
Minnesota
$119M 1,779,181 -32,138 -2%
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