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Bank of Montreal
BMO

Overview Fund Activity

361 hedge funds and large institutions have $22.6B invested in Bank of Montreal in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 24 closing their positions.

Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
33
Increased
128
Reduced
130
Closed
24
Calls
$224M
Puts
$138M
Net Calls
+$85.8M
Net Calls Change
-$5.99M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$856M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.15B
3
CS
3
Credit Suisse
Switzerland
$159M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$2.08B
5
Franklin Resources
5
Franklin Resources
California
$493M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$37.2M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.8M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$145M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$735M
5
Goldman Sachs
5
Goldman Sachs
New York
$56.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.15B 56,382,778 +979,335 +2%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$2.09B 28,464,516 +136,290 +0.5%
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$2.08B 28,192,235 +756,324 +3%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.97B 26,770,799 -143,932 -0.5%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$1.75B 23,820,997 -72,200 -0.3%
IGIM
6
I.G. Investment Management
Manitoba, Canada
$1.18B 16,067,220 -5,669 -0%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$923M 12,539,728 +724,302 +6%
Norges Bank
8
Norges Bank
Norway
$856M 11,607,234 +5,832,676 +101%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$735M 9,976,035 -506,820 -5%
Franklin Resources
10
Franklin Resources
California
$493M 6,696,047 +733,525 +12%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$436M 5,916,021 -139,219 -2%
Canada Life
12
Canada Life
Manitoba, Canada
$396M 5,400,024 -97,410 -2%
LBA
13
Letko, Brosseau & Associates
Quebec, Canada
$383M 5,201,118 +67,065 +1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$349M 4,739,061 -55,700 -1%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$266M 3,610,347 +9,502 +0.3%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$205M 2,608,604 +311,545 +14%
AIMCA
17
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$202M 2,567,900 +334,100 +15%
Legal & General Group
18
Legal & General Group
United Kingdom
$199M 2,697,777 -36,133 -1%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$160M 2,178,923 +329,201 +18%
CS
20
Credit Suisse
Switzerland
$159M 2,164,902 +881,970 +69%
APG Asset Management
21
APG Asset Management
Netherlands
$159M 2,158,162 +201,443 +10%
Ameriprise
22
Ameriprise
Minnesota
$146M 1,982,574 +203,393 +11%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$145M 1,969,999 -849,846 -30%
Mawer Investment Management
24
Mawer Investment Management
Alberta, Canada
$135M 1,833,464 -7,676 -0.4%
SC
25
Scotia Capital
Ontario, Canada
$122M 1,659,317 -142,225 -8%
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